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.

Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.

Robert Sigler is a financial advisor at Global Key Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Anchor Research Technology Solutions, Global Key Management, Partell Specialty Pharmacy, Global Trust Group, and Crimson Capital Partners. Outside of his advisory work, he is involved in several business ventures, including a mailbox company and investment entities related to medical imaging and diversified holdings. Global Key Management provides financial planning and investment management services to individuals, corporations, trusts, foundations, family offices, and other entities, primarily through separately managed accounts branded InsideTrack®. The firm employs a statistically driven investment approach using unconventional data sources and proprietary analytics to identify risks and opportunities, focusing on concentrated, long-only portfolios benchmarked to market indices.

Alec Unruh is a financial advisor at American Retirement Planning Group Inc in Las Vegas, NV, holding a Series 65 designation with four years of industry experience. He has worked at Capstone Partners Financial & Insurance Services since 2020 and previously held positions at Smith's Food and Drug and ABM Aviation. American Retirement Planning Group serves individual and high-net-worth clients as well as retirement plans, trusts, and foundations, managing approximately $289 million for about 741 clients. The firm employs a Macro Top-Down Fundamental/Technical allocation process and offers fee-based investment management, financial consultation, and ERISA plan advisory services.

Randall Moler is a financial advisor with Moler Capital Management in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Moler Capital Management since 1995. Outside of his advisory role, he owns RGM Services, LLC, which provides trust administration and asset management consulting. Moler Capital Management offers discretionary investment management and portfolio oversight for individuals, trusts and estates, retirement-plan participants, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory approach, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable focus on Dimensional Fund Advisors strategies.

Jason Finley is a CFP® with 30 years of industry experience and has been the sole advisor at Finley Financial, LLC since 2004. He holds Series 63 and Series 65 licenses and is based in Las Vegas, NV. Finley Financial provides discretionary portfolio management and financial planning to individuals, trusts, and small businesses, focusing on customized portfolios primarily using exchange-traded funds and mutual funds. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, global diversification, tax efficiency, and a passive, long-term strategy.

Mario Sena is a financial advisor at Melissa Matson LLC with four years of industry experience and holds a Series 65 designation. His prior work includes roles at MRS Wealth Advisors, Foundations Investment Advisors, and SOLV Benefits. Outside of finance, he assists with wine selection and service for special events at Smith and Wollensky. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm employs multiple methods of investment analysis and maintains a long-term trading orientation, with regular account reviews and no discretionary trading.

Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities serves individual investors, retirement plan fiduciaries, charitable organizations, and business entities by providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using a broad range of strategies and instruments tailored to client objectives.

Sterling Gary is a financial advisor at M Stevens Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Chalice Capital Partners, MJC Associates, Waddell & Reed, and the Seal Beach Chamber of Commerce. Outside of his advisory role, he is involved with an Amazon distribution center operation unrelated to his financial services work. M Stevens Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm employs a combination of technical and fundamental analysis and offers wrap fee programs primarily on a non-discretionary basis.

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.

Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.

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.

Nicholas Van Noort is a CFP® professional with nine years of industry experience. He is currently with SG Financial and has prior experience at firms including Personal Capital Advisors Corporation and Fidelity Brokerage Services LLC. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, especially business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory in managing portfolios.

Joe Chung is a financial advisor with Advisifi LLC and holds Series 66 and Series 63 licenses. He has 28 years of industry experience, including roles at Unionbanc Investment Services, Trade App, SoFi Securities, and Southern California Edison. AdvisiFi serves individual retail clients through partner banks and credit unions, providing discretionary management of portfolios primarily composed of ETFs via a web-based platform. The firm uses a client questionnaire to map investors to model-managed portfolios, which it actively manages and rebalances on a quarterly basis.

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.

Jordan Curtis is a financial advisor with Curtis Wealth Management LLC in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Northwest Asset Management and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, Curtis is the owner of Welcome Home Vacation Rentals LLC. Curtis Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans, providing investment management, financial planning, and consulting services. The firm employs a customized asset allocation approach using diversified vehicles and may delegate portfolio management to third-party sub-advisors while maintaining oversight.