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.

Benjamin Cawley is a financial advisor at Holm & Cawley Financial Group LLC in Las Vegas, NV, holding a Series 65 designation with 16 years of industry experience. He has been with Holm & Cawley Financial Group since 2009. Holm & Cawley Financial Group is a state-registered investment adviser that provides financial planning and portfolio management to individual investors and retirement plan sponsors. The firm employs fundamental analysis to construct diversified portfolios across various asset classes and offers both long-term and short-term investment strategies tailored to client objectives.

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.

Stephen Greco is a financial advisor at Pandora Wealth, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Spotlight Asset Group, Inc. and Creative Planning. Pandora Wealth provides discretionary portfolio management and financial planning to individual, high-net-worth, business, and institutional clients. The firm constructs customized diversified portfolios using a range of instruments and employs fundamental and cyclical analysis while maintaining flexibility for derivatives, margin, tax-loss harvesting, and alternative investments.

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.

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.

Justin Long is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diazo, LLC and previously worked at Fidelity Investments and several other firms. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a multi-method investment process that includes fundamental, quantitative, and technical analysis, as well as options and margin strategies. The firm customizes portfolios and planning recommendations based on clients’ goals and risk profiles.

Reuben Cawley is a financial advisor at Holm & Cawley Financial Group LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Holm & Cawley since 2016. In addition to his advisory role, Reuben is a practicing attorney and licensed insurance agent, devoting time to his law firm and insurance activities outside of his financial advisory work. Holm & Cawley Financial Group provides comprehensive financial planning and investment management primarily for individuals at or near retirement, as well as non-discretionary retirement-plan advisory services to plan sponsors. The firm manages accounts on a discretionary basis, using a range of investment strategies tailored to varying objectives and sometimes engages an unaffiliated sub-advisor to assist with portfolio construction.

Matthew Carr is a financial advisor at QCI Partners LLC in Henderson, NV, holding a Series 65 designation with 13 years of industry experience. He has worked at QCI Partners Inc. since 2012. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a risk-managed, value-oriented investment approach that incorporates special-situation and catalyst-driven opportunities across a range of asset classes, including equities, foreign exchange, digital assets, and derivatives.

Donald Cody is a financial advisor at Global Macro Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Macro Asset Management since 2014. The firm provides discretionary investment management to individual and institutional investors through a Multi-Asset World Portfolio strategy, which employs a conservative, globally diversified approach using ETFs. Global Macro Asset Management emphasizes capital preservation and opportunistic asset allocation through fundamental analysis and maintains a small client base served by two advisors.

Brian Crawley is a CFP® certificant with nine years of industry experience. He is currently with Diazo, LLC, where he has worked since 2023. His prior experience includes roles at Innovative Adviser Solutions, Goldman Sachs PFM, and Hightower Advisors, among others. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and incorporates derivatives and margin transactions in client accounts.

Thomas O is a financial advisor at Ratio Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ratio Financial Holdings since 2009. Outside of advisory services, he serves as president and principal of Ratio Benefits, a business engaged in selling and administering fixed insurance products in group settings. Ratio Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations. The firm incorporates financial planning topics such as retirement, insurance, risk management, and estate planning, using third-party Sub-Advisers and model portfolios to implement investment strategies.

Mario Sena is a financial advisor at Melissa Matson LLC with four years of industry experience and holds a Series 65 designation. His prior work includes roles at MRS Wealth Advisors, Foundations Investment Advisors, and SOLV Benefits. Outside of finance, he assists with wine selection and service for special events at Smith and Wollensky. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm employs multiple methods of investment analysis and maintains a long-term trading orientation, with regular account reviews and no discretionary trading.

Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities serves individual investors, retirement plan fiduciaries, charitable organizations, and business entities by providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using a broad range of strategies and instruments tailored to client objectives.

Sterling Gary is a financial advisor at M Stevens Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Chalice Capital Partners, MJC Associates, Waddell & Reed, and the Seal Beach Chamber of Commerce. Outside of his advisory role, he is involved with an Amazon distribution center operation unrelated to his financial services work. M Stevens Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm employs a combination of technical and fundamental analysis and offers wrap fee programs primarily on a non-discretionary basis.

Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.

Nicholas Van Noort is a CFP® professional with nine years of industry experience. He is currently with SG Financial and has prior experience at firms including Personal Capital Advisors Corporation and Fidelity Brokerage Services LLC. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, especially business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory in managing portfolios.