Corey Bryant is a financial advisor at McBroom & Associates, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Folio Investments, Inc. and T. Rowe Price. McBroom & Associates serves individuals, trusts, estates, charitable organizations, and business clients as a discretionary, fee-based portfolio manager. The firm applies a value-oriented investment approach combined with technical analysis and market-timing tools, customizing portfolios based on client objectives, tax concerns, risk tolerance, and liquidity needs.

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.

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 with RJJ Pasadena Securities, Inc. in Henderson, NV, holding 53 years of industry experience. He has been with RJJ Pasadena Securities since 1980. RJJ Pasadena Securities, Inc. is a state-registered investment adviser providing discretionary investment management to individuals, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a disciplined, conservative, and typically long-term approach that incorporates both fundamental and technical analysis, including strategies using margin, short sales, option writing, and other derivatives.

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.

Brian Boehme is a financial advisor at Abundant Wealth Strategies in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. He is also a CPA who prepares business and individual tax returns, along with compilation and reviewed financial statements. Boehme has worked at Abundant Wealth Capital Management, LLC since 2024 and at Boehme & Boehme, A Professional Corporation since 2010. Abundant Wealth Strategies serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm uses modern portfolio theory and written Investment Policy Statements, employing a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities.

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.

Prakash Simha is a financial advisor with Prakash Investment Advisors LLC in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Prakash Investment Advisors LLC since its founding in 2012. The firm provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. Investment decisions are based on fundamental analysis and tailored to client goals and risk tolerance, with portfolios that may include equities, mutual funds, ETFs, corporate bonds, limited partnerships, and other holdings, using derivative strategies in separately managed accounts for hedging or exposure.

Maston Thornton is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Kamichu Wealth Management LLC in Las Vegas, NV. He previously worked at UBS Financial Services Inc. for nine years and Smooth River Wealth Management for eight years. Outside of his advisory role, he is a partner at Select Consulting Group, LLC, an accountancy and audit firm. Kamichu Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management alongside comprehensive wealth management services. The firm employs a primarily long-term investment approach using ETFs and low-cost mutual funds, with the flexibility to include individual stocks, bonds, and alternative investments.

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.

Austin Peterson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Backbone Planning Partners LLC. His previous experience includes roles at Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory work, he hosts a radio show and owns a mattress and furniture surplus business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and succession planning, managing client portfolios across various asset classes on a discretionary basis.

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.