Scott Groskreutz is a financial advisor at SG Financial with five years of industry experience and a Series 65 credential. His prior experience includes roles at ASB Financial and Spring Mobile. He is also a managing partner at Annuity Fundamentals, LLC, where he trains and supports agents on fixed insurance products, and he acts as an agent referring clients to trust services through Integrated Trust Systems. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on business owners. The firm combines fundamental analysis and modern portfolio theory in its investment process and offers a planning-first engagement known as the SG Summit GamePlan for life and business-to-wealth alignment.

April Charles is a financial advisor at Urban Wealth Management (UWM) with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Veritas Independent Partners and Purshe Kaplan Sterling Investments. April has been with Urban Wealth Management Group LLC since 2017. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm serves a mix of individual and high-net-worth clients using a team-based model and a core-and-satellite investment approach with integrated financial planning for clients with $1 million or more in assets.

Kris Holm is a financial advisor with Holm & Cawley Financial Group LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Holm & Cawley Financial Group since 2009. Holm & Cawley Financial Group, LLC provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs fundamental analysis and public research to construct diversified portfolios across multiple asset classes, offering both long-term and short-term investment strategies tailored to client objectives.

Cort Barrett is a financial advisor at White Aspen Capital LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc, Bank of America, N.A., and Merrill. Barrett also owns Andesine Planning, a financial planning business that produces plans for individuals and registered investment advisors. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios across various asset classes and time horizons.

Kimiko Inoue is a CFP® professional with 28 years of experience in financial advising. She is the principal of Manhattan Global Asset Management LLC, where she has worked since 2025. Her prior experience includes roles at Raymond James Financial Services Advisors and Takuma Elite Management LLC. Inoue is also involved as an agent offering fixed annuity products as part of client portfolios. Manhattan Global Asset Management LLC provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, corporations, nonprofits, foundations, and trusts. The firm employs actively managed strategies with regular trading and portfolio rebalancing, serving a client base that includes institutional and public entities alongside individual investors.

Trevor Young is a financial advisor at Paragon Investing, LLC in Henderson, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finity, MHC Software, and Deloitte Consulting. Paragon Investing provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm emphasizes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and a mix of long- and short-term strategies aimed at preserving purchasing power over the long term.

Steven Melanson is a financial advisor at QCI Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QCI Partners Inc. since 2020, following six years at Quantitas Capital. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a value-oriented investment approach focused on risk management and uses a combination of top-down and bottom-up analysis to identify special-situation, catalyst-driven opportunities.

Cameron Dunaway is a financial advisor at Buckley Wealth Management with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

Adam Corrie is a financial advisor at Capstone Capital Wealth Advisors with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Capstone, he worked at Breakout Implementation Inc. for five years and Gilbert & Cook, Inc. for four years. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on clients' goals, investment history, family composition, and risk tolerance.

Andrew Whalen is a financial advisor with Whalen Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and National Planning Corporation. Outside of advising, he is the author of a book titled *Confessions of a Wealth Manager*. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $192 million, using client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory, implementing strategies through mutual funds, equities, fixed income, and ETFs.

Michael Nestman is a CFP® with 15 years of industry experience, currently serving at West Ridge Advisors. He has held roles at Udall CPA Group, PLLC, where he is a partner and shareholder, as well as at Arista Wealth Management, Hightower Advisors, and Merrill. Outside of financial advising, he is involved in several business activities including ownership interests in payroll services and management consulting firms. West Ridge Advisors operates as an 11-advisor team serving individual and high-net-worth clients as well as retirement plan sponsors. The firm applies Modern Portfolio Theory with a focus on global diversification, tax efficiency, and low-cost investment vehicles, while offering personalized indexing strategies and retirement plan consulting.

Aaron Davis is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and having 10 years of industry experience. He has worked at Preferred Retirement Options since 2018 and has been associated with Barkdull Financial Group since 2015, where he also serves as an insurance agent managing client insurance policies. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management, while Preferred Retirement Options maintains client relationships and offers services such as portfolio analysis and public educational seminars.

Ronald Leavitt is a financial advisor with Capstone Capital Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with various entities within the Capstone Capital group since 2002. Leavitt is a shareholder of Preferred Trust Company LLC, a custodian firm for self-directed accounts, though he is not involved in its daily operations. Capstone Capital Wealth Advisors offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction with broadly diversified mutual funds and ETFs, tailoring portfolios to clients’ goals and risk tolerance.

Jay Call is a financial advisor at Arista Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Jay has worked at Arista Wealth Management since 2011, with a brief period at another firm from 2021 to 2022. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm emphasizes a primarily passive, index-based investment approach using low-cost mutual funds and ETFs, while also incorporating active management and alternative strategies when appropriate.

Parker Schmidt is an associate advisor at Cassady Wealth & Retirement Planning L.L.C. with two years of industry experience. He is Series 66 licensed and also serves as director of finances at Estate Home Management, a luxury property management business. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, financial planning, advanced estate planning, and retirement-plan services. The firm uses a combination of fundamental analysis and diversified strategies tailored to client goals and risk tolerance, supporting roughly 455 clients with about $292 million in assets under management across a five-advisor team.

Fraser Inouye is a financial advisor at West Ridge Advisors with nine years of industry experience and holds a Series 65 designation. He has worked at West Ridge Advisors since 2017 and operates Inouye CPA LLC, an accounting firm, since 2018. He is also a shareholder of Mint Payroll, LLC, a payroll services company, and has been an insurance agent since 2001. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management with an emphasis on global diversification, tax efficiency, and low-cost investment vehicles. The firm manages approximately $396 million in client assets and offers personalized indexing through a partnership with Vanguard.

Jasen Cassady is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding the CFP® and Series 63 designations with 20 years of industry experience. He also operates Cassady Law Offices, providing legal services since 2002. Cassady serves as principal and CEO at his firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $292 million in assets for around 455 clients. The firm offers discretionary and non-discretionary asset management, financial planning, advanced estate planning, and ERISA retirement-plan services, using a combination of fundamental analysis, model-driven solutions, and custom allocations tailored to clients’ goals.

Michelle Konstantarakis is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has been with The Investment Counsel Company in Las Vegas, NV since 2003. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using fundamental analysis with investment strategies tailored to various client objectives.

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with thematic options and integrates portfolio management with affiliated banking and brokerage entities.

Brian Buckley is a financial advisor at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.