Gregory Sheets is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at several firms such as WealthWave and Champion Health, Inc., where he has been involved in marketing and health insurance programs. Sheets is also engaged in hospitality consulting in Las Vegas. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio investment approach supported by third-party managers and offers multiple advisory programs alongside affiliated retirement plan services.

Shane Hipps is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. He is also the president and owner of Lantern Consulting Inc., a leadership and executive coaching firm, and an author of multiple books on leadership, culture, and faith. His career includes roles in management consulting and business ownership in various entities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services, offering multiple program platforms such as Transamerica ONE and TFA365.

Thomas Lintemuth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at AXA Advisors for 18 years before joining Commonwealth in 2017. Outside of his advisory role, he is involved in fixed insurance sales under the name Sagerock Wealth Partners. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Freddy Lopez is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory work, he serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management options, including model portfolios and a hybrid digital advisory solution.

Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Jonathan Markos is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 registrations and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MML Investors Services LLC, with more recent positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Joseph Miller is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities, where he has worked since 2019. Park Avenue Securities LLC serves a wide retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.

June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Chelsea Petrizzo is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at CUSO Financial Services, LP, Boulder Dam Credit Union, CUNA Brokerage Services, Inc, Aveanna Healthcare, and Clark County School District. She operates a DBA for marketing purposes under the name Petrizzo Financial. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides various advisory programs via its AccessPoint platform and third-party asset managers.

Anita Petty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles with multiple entities, including InheritGuard, LLC and Peregrine Shores, LLC. Outside of advising, she is a resilience coach and author, offering an online course and coaching related to resiliency through her business, Leading Edge Ventures, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers for investment implementation and offers a range of program platforms to serve its clients.

Daniel Mann is a financial advisor at Independent Financial Group, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. Mann also serves as an officer and director of several related entities, including a tax preparation company and a marketing DBA. Independent Financial Group is a large, integrated advisory and brokerage firm offering investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers tailored investment strategies through a combination of in-house model portfolios and third-party managers, operating both as a registered investment adviser and an active broker-dealer.

Chad Clem is a financial advisor with Bankers Life Advisory Services, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Bankers Life Advisory Services since 2019 and has been associated with related Bankers Life entities since 2010. Clem also manages a team of agents as a Branch Sales Manager at Bankers Life & Casualty and owns C Square Advisors, LLC, an entity he uses to manage his 1099 income. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with client goals and risk tolerances.

Katie Strunk is a financial advisor at Guardian Life with Series 63 and Series 65 registrations and two years of industry experience. She previously worked at First Command Advisory Services and affiliated firms before joining Guardian Life and its subsidiary Park Avenue Securities. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary management using both proprietary and third-party models.

Lloyd Coleman is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held various roles within Transamerica Financial Advisors and its affiliates since 2017 and is also associated with WealthWave and Art of Insurance. Outside of his advisory work, he has involvement with insurance sales through affiliated companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Brett Myer is a CFA® charterholder with 17 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Advisors, LLC, Eide Bailly Financial Services, and The Investment Counsel Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Peters is a CFP® and CFA® with 14 years of industry experience. He has been with TIAA and TIAA-CREF since 2016, currently serving at TIAA-CREF in Las Vegas, NV. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes advisory services for a donor-advised fund.

Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Duke University and Health System. Outside of finance, he owns Oyako PC, a business focused on custom PC building and PC components refurbishment and resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized manager‑solutions team and an ESG eligibility framework.

Artem Rusakov is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he advocates for clients to ensure that financial plans are tailored to meet the unique needs of their families. Artem collaborates with clients to build financial plans, identify improvement strategies, and develop approaches for additional financial goals. Artem's experience spans various positions within Fidelity Investments, including roles as Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he held banking positions at Keybank and Wells Fargo. He holds insurance licenses for Arkansas and California. Outside of his professional career, Artem's personal interests include comedy, movies, and skiing.

Aaron Tellez is a CFP® professional with 25 years of experience, currently affiliated with Raymond James Financial in Las Vegas, NV. He has been associated with various Raymond James entities since 2014 and has operated Tellez Wealth Management since 2017. In addition to financial advising, he works with an insurance brokerage firm to assist clients in selecting suitable insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.

Kimberly Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.