Brett Weston is a CFP® with six years of industry experience, currently serving at Medicus Wealth Planning, Inc. since 2022. He previously worked at Clarity Financial Planners and TrueNorth Wealth, and has experience in executive education from the University of Utah. Outside his primary role, he performs retirement planning work as a non-client-facing paraplanner for TrueNorth Wealth. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets, providing discretionary portfolio management and goal-based financial planning for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios, offering services such as asset allocation, rebalancing, educational seminars, and held-away retirement plan asset management through account aggregation.

Shaun Clearwater is a financial advisor at Full Focus Capital Management with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Full Focus Capital Management in 2025, he worked at Desert Rose Capital Management, Redhawk Wealth Advisors, Coppell Advisory Solutions, and Virtue Capital Management, following a long tenure at Intel Corporation. Outside of advising, he serves as a trustee for the Clearwater Family Foundation and manages Hop Riot, LLC. Full Focus Capital Management provides personalized, goals-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s investment approach combines fundamental and technical analysis with evidence-based asset allocation, often implementing strategies through a third-party turnkey asset management platform.

Brooks Rarden is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Gilpin Wealth Management LLC. He previously worked at U.S. Bank Private Wealth Management for eleven years and is the owner and managing member of Desert Mountain Wealth Management LLC, a consulting business based in Frisco, Colorado. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios that incorporate asset allocation, tactical adjustments, and both fundamental and technical analysis.

Fredrik Whitley is a financial advisor at Money Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Centaurus Financial, Inc. and VALIC Financial Advisors. Whitley also operates FD Whitley, Inc., a business he has maintained since 2011. Money Managers, Inc. serves individual clients, small businesses, and charities across Nevada, California, and other states, offering investment management, financial planning, consulting, and tax preparation services. The firm constructs customized portfolios primarily using mutual funds and ETFs and employs an investment approach that balances long-term strategy with periodic rebalancing to meet client objectives.

Moxiao Xia is a financial advisor at Atlas Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Atlas Wealth Management, Xia held positions at Tsvc and various educational institutions. Xia is currently enrolled at a university while balancing advisory responsibilities. Atlas Wealth Management provides advisory services to individuals, families, trusts, estates, retirement accounts, high-net-worth clients, and small businesses. The firm customizes portfolios based on client objectives, risk tolerance, liquidity needs, tax considerations, and time horizon, employing fundamental and valuation analysis, asset allocation, and tax-aware portfolio construction.

Caitlyn Driehorst is a financial advisor at RightWise Wealth in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth serves high-earning individual clients, offering comprehensive financial planning, discretionary investment management, and related services such as direct indexing and tax return filing facilitation. The firm emphasizes Modern Portfolio Theory, diversified low-cost investments, and integrates third-party platforms and managers in its investment approach.

Robert Bruderman is a financial advisor with Bruderman Private Wealth in Las Vegas, NV, holding a Series 63 designation and over 45 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. He is also the managing member of IconTrust, LLC, a Nevada chartered trust company, where he spends 15-20 hours monthly. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning services. The firm employs a holistic, customized wealth management approach that integrates asset allocation with cash-flow needs, tax and estate planning, and long-term objectives.

Matthew Dahl is a financial advisor with American Retirement Planning Group Inc in Las Vegas, NV. He holds a Series 66 designation and has 13 years of industry experience. Dahl has been associated with American Retirement Planning Group since 2012 and also serves as the firm’s Chief Investment Officer. American Retirement Planning Group serves individual and high-net-worth clients, as well as retirement plans, trusts, and foundations, managing approximately $289 million for around 741 clients. The firm employs a macro top-down fundamental and technical allocation process and offers fee-based investment management, financial consultation, and ERISA plan advisory services.

David Shink is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Financial Institution Services, LLC since 2007 and has been associated with Securities America, Inc. since 2020. In addition to his advisory work, Shink is an author. Financial Institution Services, LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm manages discretionary and non-discretionary portfolios using tailored asset allocation strategies and serves approximately 332 clients with a focus on fiduciary retirement-account advice.

Felicia Greenwald is a financial advisor with Financial Futures in Las Vegas, NV, holding three years of industry experience. Her work history includes tenures at Four15 Advisors, Zweig, and Ernst and Young. Outside of advisory services, she is the sole owner of Felicia M Wong Inc., a tax preparation business. Financial Futures provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with globally diversified portfolios and manages approximately $270 million across about 200 clients with a three-advisor team.

Andre Kovensky is the sole advisor at Octavia Investments LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. Since 2013, he has led Octavia Investments and also provides strategic consulting and business due diligence services on a contract basis, including an ongoing engagement advising the executive management team of Origin Material on capital structure and financial budgeting. Octavia Investments LLC offers discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, family offices, and corporations. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, employing strategies such as long-term and short-term trading, short sales, and options writing tailored to each client’s investment policy statement and risk tolerance.

Anthony Pizl is a financial advisor at Golden Years Financial, LLC in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Golden Years Financial, he was affiliated with Equitable Advisors, LLC. Golden Years Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and portfolio risk analysis. The firm primarily acts as a co-advisor, referring clients to third-party investment managers and conducting ongoing reviews, with an investment approach based on modern portfolio theory and tailored to each client’s risk tolerance.

Thomas Muije is a financial advisor at Full Focus Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspen Creek Financial and Northwestern Mutual Investment Services LLC. He may earn commissions from insurance companies for certain non-variable insurance product sales. Full Focus Capital Management provides personalized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, evidence-based investment approach combining fundamental and technical analysis, and commonly uses a third-party turnkey asset management platform for portfolio management.

Hadrick Green is a financial advisor at Brightree Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Massachusetts General Hospital, University of Massachusetts Lowell, Los Alamos National Laboratory, and the Massachusetts Institute of Technology. Brightree Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on the Rapid Retire program, which uses a flooring technique and multi-bucket strategy to align investments with clients’ cash-flow needs, supported by ongoing portfolio monitoring and analytic tools.

Marc Sultan is a financial advisor at Forthright Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneNevada Credit Union, Cuso Financial Services, MSI Financial Services, Merrill, Fisher Investments, and Nuveen Fund Advisors. Forthright Partners provides investment advisory services and employer-sponsored financial education to individuals and corporate clients. The firm emphasizes client-centered, suitability-focused approaches and offers a range of financial planning and retirement plan consulting services through both virtual and in-person educational formats.

Harold Green is a financial advisor at Brightree Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold also spends time working with fixed insurance products including annuities, life insurance, and Medicare supplements. Brightree Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on a retail retirement framework called the Rapid Retire program, which uses a multi-bucket strategy to align investments with cash-flow needs and includes ongoing portfolio monitoring and risk assessment.

Samuel Kunz is a CFA® charterholder with five years of industry experience. He has been with Core Financial since 2020 and previously worked at the University of California. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning and consulting along with wrap-fee asset management, constructing portfolios using mutual funds, ETFs, individual securities, and a range of private and alternative investments.

Melissa Ocean is a CFP® with 33 years of industry experience, currently serving at Abundant Wealth Strategies in Las Vegas, NV. Her prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, and Attanasio Capital Management. Outside of financial advising, she is involved in divorce consulting through two related businesses and leads a startup shoe company as CEO. Abundant Wealth Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning based on modern portfolio theory and individualized Investment Policy Statements. The firm offers a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities and allocates assets to third-party managers as part of its discretionary management approach.

Martin Mcbroom is a financial advisor at McBroom & Associates, LLC in Las Vegas, NV, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McBroom & Associates since 2010. McBroom & Associates is a discretionary, fee-based investment adviser serving individuals—including many high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $214 million in discretionary assets and uses a combination of fundamental value analysis and technical methods in portfolio management, tailoring strategies to client objectives.

Setu Mazumdar is a CFP® and Series 65 registered advisor with 17 years of industry experience. He has been with Physician Wealth Solutions since 2013, where he is the sole advisor. Physician Wealth Solutions is a fee-only, SEC-registered investment adviser serving individuals, families, and retirement plan sponsors. The firm employs a long-term, goals-based investment approach focusing on asset allocation, diversification, and tax-aware portfolio construction, while also providing integrated financial planning and ERISA fiduciary retirement plan consulting.