Carla Roik is a financial advisor at Legacy Wealth Group with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Avantax/Cetera Wealth Services. In addition to her advisory role, she serves as an enrolled agent at Ellsworth & Stout CPAs, providing tax and accounting services, and is a board member of a homeowner association in Utah. Legacy Wealth Group provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages approximately $67 million in client assets using a fiduciary, client-specific approach that emphasizes strategic asset allocation, diversification, and tax-aware investing.

Darryl Boyd is the owner of Boyd Investment Services in Henderson, NV, with 25 years of experience in the financial industry. He holds a Series 66 designation and has worked with Donald L. Boyd and Osaic Wealth, Inc. since 2000. Boyd Investment Services provides portfolio management, investment advice, and consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses a combination of modern portfolio theory and various analytical approaches to construct diversified portfolios, offering both discretionary and non-discretionary management with periodic reviews and rebalancing.

Gregory Gianakis is the sole advisor at Infinity Wealth Coaching, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance before founding his current firm in 2018. In addition to advisory services, he sells insurance products including those from AFLAC. Infinity Wealth Coaching, LLC serves individual and charitable clients, offering portfolio analysis, financial strategizing, and third-party investment manager selection or co-advising. The firm emphasizes long-term, structured passive investing guided by modern portfolio theory and conducts due diligence on third-party advisers while typically managing assets on a non-discretionary basis.

Robert Baffa is a CFP® professional with 26 years of industry experience. He is the sole advisor at Cubed Systems, an independent firm he has been with since 2015, and has also worked with LPL Financial LLC since 2005. Cubed Systems provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as to retirement plan sponsors. The firm employs customized portfolios using low-cost mutual funds, ETFs, individual securities, and options, combining fundamental and technical analysis with continuous account monitoring.

Jake Rader is a Series 65-licensed financial advisor and the sole advisor at Rader Wealth Management LLC in Las Vegas, NV, with nine years of industry experience. He also serves as a tax accountant for Coffey and Rader CPAs. Rader Wealth Management LLC is an independent, single-advisor firm serving individual and high-net-worth clients as well as retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of cyclical, fundamental, technical, and modern portfolio theory analyses to tailor investment strategies to clients’ goals and risk tolerances.

Michael Diersen is a financial advisor with Wedbush Securities Inc. in Henderson, NV, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been president of MLD Investment Advisory, Inc. since 1993. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures, alongside clearing, custodial, and prime services.

Lien Chaing is a CFP® certified financial advisor with 28 years of industry experience. He has worked at Cogwheel Wealth Management, LLC since 2016 and previously at David McLain Duttenhofer from 2005 to 2018. He is based in Las Vegas, NV. Cogwheel Wealth Management is a small, independent firm serving a limited client base of primarily high-net-worth individuals, as well as pension and profit-sharing plan accounts. The firm uses an asset-allocation approach incorporating mutual funds, ETFs, individual equities, and fixed income, providing both discretionary and non-discretionary portfolio management alongside financial planning services.

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.

Phillip Randazzo is a financial advisor with Clarity Council Financial, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Crown Capital Securities, LP for 13 years and has been involved with Nevada Benefits since 1994, where he sells primarily health insurance. In addition to his advisory role, he manages a commercial office space business and participates in a nonprofit organization that assists military personnel transitioning to civilian life. Clarity Council Financial provides comprehensive financial planning and non-ERISA fiduciary retirement plan consulting to individuals, corporations, and pension/profit-sharing plans. The firm does not directly manage client portfolios but evaluates and monitors third-party investment advisers, meeting with clients at least annually to review account status and planning goals.

Stephen Stone II is a CFP® professional with nine years of experience in financial advising. He is the principal of Harvest Wealth Design & Management, LLC and has held roles at Two Hawks Family Office Services, LLC and Stone Bybee & Associates, PLLC. In addition to his advisory work, he is an attorney and owner of a law firm, where he dedicates significant time. Harvest Wealth Design & Management, LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs fundamental analysis and written investment policy statements to manage portfolios with discretionary authority, rebalancing, and ongoing monitoring, while also offering consulting engagements and oversight of sub-advisors.

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.

Mark Cordner is a financial advisor with Golden Years Financial, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Bfc Planning, Securities Management & Research, Inc., and American National Insurance Companies. Outside of advisory services, he serves as president of Cordner Financial Services, Inc., an insurance agency. Golden Years Financial serves individual and high-net-worth clients by offering portfolio management, financial planning, and portfolio risk analysis. The firm typically acts as a co-advisor, referring clients to third-party investment managers and focusing on investment strategies grounded in modern portfolio theory and long-term horizons.

Devan Wyson is a CFP® professional with 17 years of industry experience currently with Forthright Partners in Las Vegas, NV. Prior to joining Forthright Partners, he worked at Zions Bancorporation, N.A. and LPL Financial, LLC. He also provides consulting services to individuals on a non-compensated basis. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm manages assets mostly on a non-discretionary basis and offers employer-paid financial education subscriptions, workshops, and limited hourly consulting.