Eric Sorenson is a financial advisor at Capstone Capital Wealth Advisors in Henderson, NV. He holds a Series 66 designation and has two years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a managing member of Sorenson Ventures LLC, an entity intended to own an indoor pickleball facility. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction with broadly diversified funds, tailoring portfolios through personal discussions and exercising discretionary trading authority under client agreements.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Arista, he worked at Fidelity Investments and has held various roles across different sectors. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, along with retirement plan advisory for employer plan sponsors. The firm’s investment approach relies on passive index allocations and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

Adam Cress is a financial advisor at Capstone Capital Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Med James Inc, and Kaufman Financial Group. Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on individual client goals and risk tolerance.

Jordan Naffa is a financial advisor at Arista Wealth Management, LLC with 11 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Arista in 2023, he worked at Portfolio Advisors, Inc. for six years. He is also a licensed insurance agent. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, primarily using passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Curtis Udall is a financial advisor at West Ridge Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at PricewaterhouseCoopers. In addition to his advisory role, he is the managing member of two real estate investment companies and operates a tax and accounting firm, Udall CPA Group PLLC. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm emphasizes a Modern Portfolio Theory approach with global diversification, tax efficiency, and low-cost vehicles, and offers personalized indexing through a partnership with Vanguard.

Paul Moffat is a financial advisor at Arista Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Arista since 2006. Outside of his advisory role, Moffat is a licensed insurance agent and serves on the Board of Trustees at Southern Virginia University. He also has ownership interests in a pest control company and several personal real estate ventures. Arista Wealth Management advises individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations while also utilizing active managers and alternative strategies when appropriate.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Vern Barkdull is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding a Series 65 designation and seven years of industry experience. He has worked with Preferred Retirement Options since 2018 and has been a self-employed insurance agent and partner at Barkdull Financial Group since 2008. Vern manages insurance policies for clients and oversees other agents within his insurance business. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, offering financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management and trading while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Kim Dang is a financial advisor at Whalen Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at firms including Cornerstone Wealth Management, Independent Financial Group, and Purshe Kaplan Sterling Investments. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages about $223 million across roughly 391 clients, applying fundamental analysis and modern portfolio theory through a team of five advisors.

Antonio Rios is a financial advisor at Whalen Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Fidelity Investments, Lincoln Financial Services, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Whalen Financial is a team-based firm managing approximately $192 million for individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory to guide investment decisions.

Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. In addition to his advisory role, he maintains a paralegal position at Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm uses fundamental analysis and customized strategies aligned with client goals and risk tolerance, supporting about 455 clients with nearly $292 million in assets across a five-advisor team.

Justin Mackie is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management LLC for nine years. Outside of his advisory role, he is involved in managing agricultural and transport assets through several LLCs including Mackie Ranch LLC and Ranch Holdings, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses multiple platform providers and conducts ongoing due diligence to tailor portfolios to client objectives.

Chad Heidzig is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Axos Clearing since 2019 and was previously with Mutual Of Omaha Investor Services, Inc. from 2011 to 2019. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with options for thematic exposures and tax-loss harvesting, serving a large retail client base through its integrated approach within the Axos Financial group.

Tracy Dibble is a financial advisor at Whitwell Advisors with one year of industry experience and holds the Series 65 designation. Prior to joining Whitwell & Co., LLC, Tracy worked at Total Tax, Inc., Canyon Ridge Group, LLC, and Greenback Expat Tax Services. Outside of advisory work, Tracy is the managing member of VEUE, LLC, a tax preparation and administrative services business. Whitwell & Co. is an SEC-registered wealth management firm serving individuals, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and family office services. The firm employs both fundamental and technical analysis to construct ETF- and stock-based portfolios and supports affiliated advisers through operational and compliance oversight.

Diana Yanez is a CFP® professional with four years of industry experience, currently advising at Natural Investments since 2022. Prior to joining Natural Investments, she worked at RTD Financial and has additional experience in financial empowerment coaching as the founder of All the Colors, an initiative focused on coaching and education for individuals, couples, and groups. Natural Investments is a values-focused advisory firm that provides financial planning and portfolio management for individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and integrates client preferences on social and environmental factors into its portfolio construction.

Jason Waugh is a CFP® with six years of experience in financial advising at Cassady Wealth & Retirement Planning L.L.C. He has worked with Cassady Law Offices since 2023 and previously held positions at Medical Innovations and Young Life Las Vegas. Waugh also contributes to estate planning in a paralegal capacity. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, comprehensive financial planning, and advanced estate and retirement-plan services. The firm uses fundamental analysis alongside long- and short-term strategies, providing both model-driven and custom portfolio solutions for approximately 455 clients with $292 million under management.

Diana Heu is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, and SAGEPOINT FINANCIAL, Inc. She also serves as president of AmeriFlex Group Securities, Inc. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning using a variety of model allocations and manager relationships, with client accounts held at multiple custodians and monitored regularly.

Kimberly Matley Threat is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.