Danielle Winder is a CFP® credentialed financial advisor with 10 years of industry experience. She is the principal of Winder Wealth Management LLC, an independent firm she founded in 2022. Prior to establishing her firm, she held roles at Vanguard Advisers Inc, Raytheon Missiles & Defense, Southwest Gas Corporation, and Plasticard Locktech International. Outside of her advisory work, Winder serves as Treasurer for the Hillcrest Homeowners Association and provides tax preparation services through her affiliated practice. Winder Wealth Management LLC offers financial planning and consulting services to individual clients, delivering comprehensive initial plans and optional ongoing consultation. The firm integrates cash-flow, tax, investment, risk-management, and estate-planning analyses tailored to client objectives and maintains a tax-preparation practice that represents a significant portion of its professional activity.

Vicki Wille is a financial advisor at Randolph & Associates, LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Randolph & Associates since 2000. Randolph & Associates is an independent registered investment adviser that provides portfolio management and advisory services to individuals, high-net-worth clients, retirement and profit-sharing plans, trusts, estates, IRAs, and business entities. The firm emphasizes growth-oriented equity investing through fundamental analysis, typically holding individual stocks for three to five years while using mutual funds, ETFs, or cash positions as appropriate.

Joshua Higby is a financial advisor with Red Rock Capital Management LLC in Las Vegas, NV. He holds a Series 65 designation and has seven years of industry experience, including prior work at Frias and self-directed trading since 2011. Outside of his advisory work, he is engaged as a shopper for Whole Foods. Red Rock Capital Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary investment management. The firm employs a blend of fundamental, technical, and quantitative analysis, utilizing algorithmic scans to manage diversified portfolios that may include equities, ETFs, fixed income, and options.

Skylar Harding is a CFA® charterholder based in Las Vegas, NV, with two years of industry experience. He is the founder and sole advisor at Oceanair Wealth, an independent firm established in 2025. Prior to founding Oceanair Wealth, Harding worked at Charles Schwab & Co., Inc. from 2017 to 2023. Outside of financial advising, he serves as a board advisor for Zesty Enterprises LLC, a non-investment-related business. Oceanair Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and business owners. The firm employs a combination of fundamental and cyclical analysis along with modern portfolio theory, incorporating options, private placements, alternative investments, mutual funds, and ETFs in its strategies.

Mary Wuilloud Aguas is the principal advisor at MW Investment Advisor, LLC in Las Vegas, NV. She holds Series 63 and Series 65 designations and has 22 years of industry experience, having led her firm since 2003. MW Investment Advisor, LLC is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management and related advisory services. The firm emphasizes a non-discretionary management approach, customizing portfolios through a collaborative process while coordinating with clients’ other advisors.

James Miller is a Series 65-licensed financial advisor with 14 years of industry experience. He has held roles at Apogee Advisors LLC, Ruesoff Asset Management LLC, and Concord Investment Counsel before founding Miller Asset Management LLC in 2026. In addition to his advisory work, he provides consulting accounting services as an independent contractor. Miller Asset Management LLC offers discretionary asset and portfolio management services to individual investors, trusts, estates, and business entities. The firm uses a research-driven approach incorporating fundamental, technical, and cyclical analysis, with strategies including options overlays to manage risk and enhance income.

Yale Bock is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at YH&C Investments Inc. in Las Vegas, NV. Outside of his advisory work, Yale serves as treasurer and manager at John's Loan and Jewelry and Ace Loan Company, a short-term secured lending business. YH&C Investments primarily serves individual investors and a limited number of retirement and profit-sharing plans. The firm focuses on concentrated equity portfolios based on fundamental analysis, blending growth and value strategies, and provides regular account reviews and performance reporting.

David Bray is the principal advisor at Bray Capital Group LLC in Henderson, NV, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brooklight Place Securities, Inc. and operated Bray Financial Services since 2002. Outside of his advisory role, he is involved in insurance sales and serves as a therapist providing psychotherapy services to individuals and families. Bray Capital Group LLC offers discretionary portfolio management and pension consulting primarily to individuals and pension and profit-sharing plans. The firm employs a multi-method investment approach using mutual funds, ETFs, and insurance products, and also provides insurance solutions and access to third-party investment managers.

Graham Irving is a CFP® with nine years of industry experience, currently serving as the sole advisor at Desert Capital Advisors, LLC. His prior roles include positions at UBS Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a family office that handles administrative services for financial matters. Desert Capital Advisors is an independent firm providing discretionary portfolio management, comprehensive financial planning, and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and utilizes third-party sub-advisors, focusing on a limited number of substantial client relationships.

Donald Wong Jr. is a financial advisor at DNA Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and management of his own entities, DWJ LLC and Donald A Wong Jr. Holdings. Outside of advisory work, he owns agencies offering insurance products targeted to sports and entertainment clients. DNA Financial serves individual clients with portfolio management, financial planning, and consulting, combining cyclical and fundamental analysis with modern portfolio theory and quantitative methods. The firm offers subscription-based planning tools alongside traditional advisory services and utilizes a range of investment strategies including options and private placements.

Devan Wyson is a CFP® professional with 18 years of experience currently associated with Forthright Partners in Las Vegas, NV. His prior roles include positions at Zions Bancorporation, LPL Financial, CUSO Financial Services, Commonwealth Financial Network, and MSI Financial Services. He also provides non-compensated consulting services to individuals. Forthright Partners offers investment advisory services and employer-sponsored financial education to individuals and corporate clients. The firm uses client-centered, suitability-focused approaches including risk-tolerance assessments and a mix of asset allocation and technical analysis to guide financial planning and retirement consulting.

Mark Stewart is a financial advisor at M Stevens Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Kingswood Capital Partners, LLC. M Stevens Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm sponsors a wrap fee program and manages a substantial amount of primarily non-discretionary assets, offering a range of services including financial planning, consulting, and ERISA-aware retirement plan consulting.

David Di Fusco is a financial advisor at Tublin - DiFusco Advisors Inc. in Las Vegas, NV. He holds a Series 65 designation and has prior experience at Ernst & Young LLC spanning six years. Tublin - DiFusco Advisors Inc. provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental analysis in investment selection and conducts monthly portfolio monitoring with quarterly written reports tailored to client objectives.

Andrik Cordero is a CFA® and holds a Series 66 designation with nine years of industry experience. He has been with Grow With Me, LLC since 2018 and previously worked at Centaurus Financial Inc. for two years. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by offering tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates tax and estate considerations into its planning.

Shapour Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 53 years of industry experience, including 46 years at his current firm. Located in Henderson, NV, he has an extensive career with a long tenure at RJJ Pasadena Securities. RJJ Pasadena Securities, Inc. serves individual investors, retirement plan fiduciaries, charitable organizations, and other business entities, providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using equities, fixed income, ETFs, options, and other strategies tailored to client objectives.

Jennifer Davis is a CFP® professional with over 31 years of experience in the financial services industry. She is currently with SkyOak Capital, Inc., where she has worked since 2020, and has held various roles at affiliated firms since 2010. In addition to her advisory work, she owns and operates an independent insurance agency, SkyOak Asset Protection Group LLC, specializing in fixed and life insurance. SkyOak Capital serves a diverse client base including individuals, high-net-worth clients, families, corporations, and institutional investors. The firm employs an investment process focused on asset allocation, manager selection, and portfolio construction, utilizing active management and algorithmic strategies to support discretionary trading and rebalancing.

Francisco Kollmann is a financial advisor at Endowment Partners LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Avondale Partners LLC and UBS. Endowment Partners provides investment management, consulting, and governance services primarily to nonprofit organizations, endowments, foundations, and other institutional investors. The firm utilizes a blend of active and passive strategies and offers specialized nonprofit services alongside discretionary portfolio management and ongoing consulting.

Tyler Hunt is a CFP® with eight years of industry experience and serves as the sole advisor at QTS Retirement Services LLC. His prior roles include positions at Soltis Investment Advisors LLC and Arista Wealth Management, LLC. Outside of advisory work, he manages a family investment pool through ATMWA, LLC. QTS Retirement Services LLC is an independent, single-advisor registered investment adviser focused on serving individual investors, trusts, and sponsors of qualified retirement plans. The firm emphasizes ERISA plan services and uses a goal- and risk-based investment approach grounded in Modern Portfolio Theory.

Damien Rennie is a financial advisor at SkyOak Capital, Inc. in Medford, OR, holding a Series 65 designation with 10 years of industry experience. He has been with SkyOak Wealth Management and its related entities since 2015. Outside of his advisory role, Rennie founded the nonprofit Gamble-For-Good and serves as treasurer on the board of the Family Nurturing Center; he also owns and operates the Medford Poker Club, where he trains dealers and manages club operations. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, and various institutional entities. The firm emphasizes asset allocation, manager selection, and portfolio construction using a core-satellite approach with active management and algorithmic strategies, and offers specialized services including private wealth management, family office, and corporate retirement plan advisory.

Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.