Patrick Giddens is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. His prior experience includes roles at Wade Financial Advisory and Johnson Lyman Wealth Advisors. Outside of his advisory work, he provides professional tax return preparation services and offers financial education consulting primarily to military service members and their families. Modern Wealth Management provides investment advisory and integrated planning services to a wide range of clients, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.

James Burdett is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also involved in insurance sales and serves as Vice President at Select Wealth Advisers. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment strategies and third-party manager platforms.

Le Dawn Gries is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fisher Investments, Equitable Distributors, LLC, AXA Distributors, LLC, and National Planning Holdings. She also works as an insurance agent focusing on wholesaling variable and fixed annuities, life, health, and senior health insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

James Bischoff is a financial advisor with Verity Asset Management based in Las Vegas, NV. He holds the Series 65 and Series 63 designations and has been working in the industry since 2016, including roles at Universal Retirement and Simplicity Investments. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base that includes individuals, retirement plan sponsors, institutional clients, and other registered investment advisers. The firm employs a largely model-based investment process with a tactical asset allocation approach, providing discretionary portfolio management, retirement consulting, and sub-advisory services.

Trever Braunberger is a financial advisor with Perigon Wealth Management, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Curtis Wealth Management LLC and serves as the owner of Trevky LLC, a pest control services business. Braunberger also served in the United States Air Force from 2017 to 2025. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and oversight of wrap programs and sub-advisor relationships, with notable expertise in servicing banking and thrift institution clients.

Paul Drolson is a CFP® professional with 44 years of experience in financial advising. He is currently with Perigon Wealth Management, LLC and has previously worked with First Allied Advisory Services, Inc. and Wealth Advisors, Inc. In addition to his advisory role, he is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm uses a client-focused approach to portfolio development and may delegate investment management to independent managers while maintaining oversight and due diligence.

Adam Turek is a financial advisor with Foundations Investment Advisors LLC in Henderson, NV. He holds a Series 65 designation and has recently transitioned to the financial services industry after seven years of service in the United States Army and prior experience with the San Francisco Police Department. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios, an asymmetric rebalancing approach, and a combination of fundamental, technical, and cyclical analysis to tailor investment solutions.

Katrina Magee is a Series 66-licensed financial advisor at Stephens with 12 years of industry experience. She has worked at Stephens since 2013. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity and alternative investments, and institutional equity research through multiple investment committees and sponsored programs.

Penny Mody is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Nevada State Bank, Genu Bank, Wells Fargo Bank, and taught at Saint Viator Catholic School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Joseph Kloeckner is a financial advisor at Forum Financial Management, LP with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investor Services, LLC. Kloeckner also serves as a junior advisor at PR Wealth Management Group, where he focuses on client meetings and reviews of investment, insurance, and annuity planning. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers turnkey asset management, back-office support, and sub-advisory services to independent advisors and RIAs.

Brock Mckinley is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management and Teacher's Pension & Insurance Services. Outside of advisory work, he is President and CEO of PERA Administrators, a third-party administrator for non-ERISA retirement plans. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

Danna Jarvis is a financial advisor with Hightower Advisors in Henderson, NV, holding a Series 66 license and 18 years of industry experience. She has been with Hightower Advisors and Hightower Securities since 2012. Outside of her advisory role, she serves as an assistant basketball coach for a Clark County School District team. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, utilizing proprietary research and multi-manager strategies.

Clarizcel Perez is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at multiple organizations, including Mindoula Health and Boys Town, where she serves as an in-home family consultant supporting at-risk youth and their families. Perez has been with Transamerica Financial Advisors and affiliated firms since 2013. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models.

Ryan Folster is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and uses a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental tactics such as direct indexing and tax-loss harvesting.

Dale Caddick III is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at WealthWave, Net Law, WFGIA, Golden Gaming, and The Great American Pub. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Joshua Gullo is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Equitable Advisors and Axa Advisors, and has served as co-trustee for his father's estate trust since 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

David Day is a financial advisor at Hightower Advisors with Series 63 and 65 designations and three years of industry experience. Prior to joining Hightower, he worked at New York Life Insurance Co. and Nylife Securities LLC. Outside of finance, he owns and manages All Day Pools LLC, a pool cleaning and service business, and serves as a board member for the Henderson Little League, overseeing the Tee-Ball division. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Richard Wilson is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. His prior work includes a position at CUSO Financial Services, LP, and he currently holds an agent role with AGIA involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and emphasizes centralized technology and model solutions across its extensive client base.

Michael Pe Queen is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory work, he serves as vice-president and shareholder of a self-service car wash business and holds outside director roles with Children's Dental Care International and the UNLV Finance Department Advisory Board. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Rayna Penelova is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2015. She holds the Series 66 designation and is based in Henderson, NV. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a multi-manager approach with access to both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.