Eun Cho is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal advisor at Echo Wealth Partners, an independent firm she has been with since 2022, and has prior experience at MML Investors Services and MassMutual Life Insurance Company. Cho is also a licensed insurance agent. Echo Wealth Partners provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates fundamental analysis with modern portfolio theory and includes special needs planning and sustainable investment options.

Ben Lin is a financial advisor with Franklin Advisors Corp in Henderson, NV. He holds a Series 65 designation and has experience spanning several roles since 2010, including positions at Acorn GP Partners LLC and Coral Money Inc before joining Franklin Advisors Corp in 2026. Franklin Advisors Corp is an independent Nevada-registered investment adviser providing personalized services to individuals, high-net-worth clients, and families. The firm integrates financial planning and portfolio management, using a combination of fundamental and technical analysis along with modern portfolio theory to offer tailored, long-term, diversified investment solutions.

Ronald Hyde is a financial advisor at Navigator Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Securities America Advisors. Navigator Wealth Advisors is an independent registered investment adviser serving individuals, families, estates, trusts, and businesses. The firm provides discretionary portfolio management and written financial plans, primarily using ETF model portfolios tailored to clients’ objectives, risk tolerance, and time horizon.

Daurene Lee is a CFP® with 25 years of experience and the principal of GSP Financial Strategies, an independent advisory firm she has led since 2007. She holds a Series 63 license and is also a licensed real estate agent. Outside of financial advising, she is involved in fixed insurance sales and prepaid legal services. GSP Financial Strategies provides financial planning, consulting, coaching, and non-discretionary investment management to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm employs fundamental analysis to construct diversified portfolios and uses sub-advisers and third-party manager programs for specialized strategies.

Matteo Hoch is a CFP® and Series 65-registered advisor with Bird Spring Financial LLC in Las Vegas, NV, bringing four years of industry experience. His background includes roles at Fin Pods AI Inc and Bird Spring Tax LLC, among others. Outside of advising, he is involved as the sole member and software consultant of Pythus Data LLC, a data software company. Bird Spring Financial LLC provides comprehensive financial planning to individuals, corporations, and business owners, focusing on passive investment principles and fundamental analysis. The firm offers written financial plans and investment analysis, with a billing model that includes project, hourly, and monthly subscription fees rather than asset-based compensation.

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.

Curtis Habsieger is the sole advisor at Cgr Financial, an independent firm based in Henderson, NV. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including prior work at WestPark Capital Inc. In addition to his advisory role, he maintains insurance licenses and conducts limited insurance sales. CGR Financial serves individuals and high-net-worth clients with portfolio management and financial consulting, offering tailored strategies that consider client objectives, time horizons, and risk tolerance. The firm provides discretionary and non-discretionary managed accounts, may utilize sub-advisers, and sponsors a wrap fee program, managing approximately $5.3 million across 33 accounts.

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 Menzies Jr. is a financial advisor at Pembroke Asset Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has a background that includes co-founding Pembroke Tax and Business Advisors and involvement in farming through ownership and management of Braeside Farms. Menzies also has experience with tax and business consulting as well as insurance sales. Pembroke Asset Advisors provides ongoing portfolio management and financial planning for individuals, high-net-worth households, charitable organizations, and business entities. The firm manages approximately $53 million in client assets and employs diversified investment strategies, combining modern portfolio theory with fundamental and technical analysis, while maintaining a close affiliation with tax and insurance practices.

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.

J Keffury is a financial advisor at Cadenza Financial Planning with 11 years of industry experience. He holds a Series 66 designation and previously worked at H&H Retirement Design and Management, UBS Financial Services, and Todd Keffury. In addition to his advisory role, he operates Cadenza Tax Services LLC, a tax preparation business associated with his firm. Cadenza Financial Planning provides discretionary portfolio management and financial planning services to individuals and entities, including high-net-worth clients, trusts, and foundations. The firm’s investment approach is primarily passive, using diversified index funds and ETFs, with limited options strategies tailored to client profiles, and operates virtually through secure digital platforms.

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.