James Miller is a financial advisor at Ruesoff Asset Management LLC in Henderson, NV, holding a Series 65 designation with 14 years of industry experience. His career includes roles at Apogee Advisors LLC, Concord Investment Counsel, and Miller Asset Management LLC. Outside of advisory work, he performs consulting accounting as an independent contractor. Ruesoff Asset Management provides discretionary asset management and portfolio services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a blend of fundamental, technical, charting, and cyclical analysis with strategies ranging from long-term holdings to short-term trading and option writing, including a notable options overlay and use of derivatives within separately managed accounts.

Phillip Randazzo is a financial advisor with Clarity Council Financial, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Crown Capital Securities, LP for 13 years and has been involved with Nevada Benefits since 1994, where he sells primarily health insurance. In addition to his advisory role, he manages a commercial office space business and participates in a nonprofit organization that assists military personnel transitioning to civilian life. Clarity Council Financial provides comprehensive financial planning and non-ERISA fiduciary retirement plan consulting to individuals, corporations, and pension/profit-sharing plans. The firm does not directly manage client portfolios but evaluates and monitors third-party investment advisers, meeting with clients at least annually to review account status and planning goals.

Stephen Stone II is a CFP® professional with nine years of experience in financial advising. He is the principal of Harvest Wealth Design & Management, LLC and has held roles at Two Hawks Family Office Services, LLC and Stone Bybee & Associates, PLLC. In addition to his advisory work, he is an attorney and owner of a law firm, where he dedicates significant time. Harvest Wealth Design & Management, LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs fundamental analysis and written investment policy statements to manage portfolios with discretionary authority, rebalancing, and ongoing monitoring, while also offering consulting engagements and oversight of sub-advisors.

Yale Bock is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at YH&C Investments Inc. in Las Vegas, NV. Outside of his advisory work, Yale serves as treasurer and manager at John's Loan and Jewelry and Ace Loan Company, a short-term secured lending business. YH&C Investments primarily serves individual investors and a limited number of retirement and profit-sharing plans. The firm focuses on concentrated equity portfolios based on fundamental analysis, blending growth and value strategies, and provides regular account reviews and performance reporting.

David Bray is the principal advisor at Bray Capital Group LLC in Henderson, NV, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brooklight Place Securities, Inc. and operated Bray Financial Services since 2002. Outside of his advisory role, he is involved in insurance sales and serves as a therapist providing psychotherapy services to individuals and families. Bray Capital Group LLC offers discretionary portfolio management and pension consulting primarily to individuals and pension and profit-sharing plans. The firm employs a multi-method investment approach using mutual funds, ETFs, and insurance products, and also provides insurance solutions and access to third-party investment managers.

Graham Irving is a CFP® with nine years of industry experience, currently serving as the sole advisor at Desert Capital Advisors, LLC. His prior roles include positions at UBS Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a family office that handles administrative services for financial matters. Desert Capital Advisors is an independent firm providing discretionary portfolio management, comprehensive financial planning, and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and utilizes third-party sub-advisors, focusing on a limited number of substantial client relationships.

Donald Wong Jr. is a financial advisor at DNA Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and management of his own entities, DWJ LLC and Donald A Wong Jr. Holdings. Outside of advisory work, he owns agencies offering insurance products targeted to sports and entertainment clients. DNA Financial serves individual clients with portfolio management, financial planning, and consulting, combining cyclical and fundamental analysis with modern portfolio theory and quantitative methods. The firm offers subscription-based planning tools alongside traditional advisory services and utilizes a range of investment strategies including options and private placements.

Mark Cordner is a financial advisor with Golden Years Financial, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Bfc Planning, Securities Management & Research, Inc., and American National Insurance Companies. Outside of advisory services, he serves as president of Cordner Financial Services, Inc., an insurance agency. Golden Years Financial serves individual and high-net-worth clients by offering portfolio management, financial planning, and portfolio risk analysis. The firm typically acts as a co-advisor, referring clients to third-party investment managers and focusing on investment strategies grounded in modern portfolio theory and long-term horizons.

Devan Wyson is a CFP® professional with 17 years of industry experience currently with Forthright Partners in Las Vegas, NV. Prior to joining Forthright Partners, he worked at Zions Bancorporation, N.A. and LPL Financial, LLC. He also provides consulting services to individuals on a non-compensated basis. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm manages assets mostly on a non-discretionary basis and offers employer-paid financial education subscriptions, workshops, and limited hourly consulting.

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.