Jacob Olaveson is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Eagle Eye Produce and Progrexion, as well as teaching at Brigham Young University Idaho. 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 emphasizes passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternatives where appropriate.

Benson Blake is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. Prior to joining Arista, he worked at Commonwealth Financial Network and Merrill Financial Associates, and has a background at KPMG LLP. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks, favoring passive, index-based allocations alongside active third-party managers and alternative strategies when appropriate.

Gerard Magee Jr. is a financial advisor with SimplyRIA Advisor Network based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory career, he served 21 years in the United States Air Force. Magee is also involved as a principal advisor at Imagine Advisors LLC and works in insurance sales and compliance at Imagine Financial Group. SimplyRIA Advisor Network operates as an RIA-aggregator supporting independent practices with tailored portfolio management for individuals, trusts, estates, and qualified retirement plans. The firm utilizes a combination of active and passive strategies, third-party sub-advisers, and alternative investments to meet client objectives.

Paul Goldensohn is a financial advisor with Gould Asset Management LLC in Henderson, NV, holding 21 years of industry experience. He has been with Gould Asset Management since 2004. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and other institutions. The firm emphasizes long-term risk-adjusted returns through diversified portfolios, employing strategies ranging from fixed income to dynamic allocations and covered-option overlays, managing approximately $901 million in assets as of December 31, 2024.

Lisa Bacon Soiberg is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, with 28 years of industry experience. She has held positions at Arista Wealth Management since 2017 and previously worked at UBS Financial Services Inc. from 2012 to 2017. She holds the Series 63 designation. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, generally favoring passive, index-based allocations with low-cost mutual funds and ETFs, while also utilizing active third-party managers and alternative strategies when appropriate.

Bernadette Mashas is a financial advisor at The Investment Counsel Company in Las Vegas, NV, holding Series 65 and Series 63 licenses with three years of industry experience. She previously worked at Fair, Anderson & Langerman for 13 years and served the State of Nevada for one year. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs fundamental analysis and diverse investment strategies across various asset classes, managing over $2.18 billion with a seven-advisor team.

Jacob Carr is a financial advisor at Arista Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Arista, he worked at Diversify Wealth Management and has held various roles including positions at BYU and The Church of Jesus Christ of Latter-day Saints. Arista Wealth Management serves individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, primarily using passive, index-based allocations with low-cost mutual funds and ETFs, while also incorporating active third-party managers and alternative strategies when appropriate.

Michael Blake is a financial advisor at Total Investment Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked as a pilot for American Airlines since 2000. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers, including subscription-based commentary targeted to aviation professionals.

James Thomas is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Axos Invest, Inc. in Las Vegas, NV. He has seven years of industry experience, all with entities affiliated with Axos, including Axos Bank and Axos Invest. Axos Invest, Inc. provides automated discretionary portfolio management to retail individual clients through its website and mobile apps, utilizing model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s investment approach involves lifecycle-based asset allocation models, ongoing monitoring, and options for client customization, supported by its Axos Portfolio Management Group.

Lori Chittenden is a CFP® professional with 24 years of industry experience, currently serving at Buckley Wealth Management, LLC since 2017. Prior to joining Buckley, she worked at Morgan Stanley from 2013 to 2017. Outside of financial advising, she is a general partner in a family farming operation. Buckley Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $583 million on a discretionary basis. The firm employs a combination of fundamental and technical investment methods, including cyclical analysis and charting, and offers a range of planning services alongside portfolio management.

Todd Udall is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has served at West Ridge Advisors since 2017. In addition to his advisory role, Udall operates Udall CPA Group PLLC, an accounting firm he has managed since 2011. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management with a focus on global diversification, tax efficiency, and low-cost investment vehicles. The firm operates as an 11-advisor team managing approximately $396 million in client assets and provides retirement plan consulting along with educational workshops.

Adam Dawson is a CFP® with 25 years of experience in the financial industry. He has worked at Capstone Capital Wealth Advisors since 2016 and previously spent 21 years with Guardian Life Insurance Company of America. Dawson is the author of two investment-related books, *Timeless Principles of Financial Security* and *Chasing Chances.* Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. 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, diversification, and offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.

Vanessa Medina is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 65 designation. She has experience in wealth management and financial services dating back to 2017, with prior roles at Cornerstone Wealth Management and Arista Wealth Management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs client-specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to manage approximately $192 million in assets.

Kenneth Himmler Sr. is a financial advisor with One Wealth Map, LLC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at One Wealth Map (formerly H&H Retirement Design and Management) since 2014, and previously at Integrated Asset Management, LLC and American Financial Management, Ltd. Apart from advisory work, he is managing member of several non-investment businesses including a tax and business consulting firm and a commercial registered agent service, and owns an investment-related educational company. One Wealth Map provides investment advisory and financial planning services to individuals, businesses, family foundations, trusts, and charitable organizations. The firm employs a layered portfolio approach and offers a range of service levels from basic rebalancing to comprehensive wealth oversight, using fundamental and technical analysis, options strategies, and technology platforms such as eMoney and Orion.

Trevin Meredith is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Soltis Investment Advisors, JT SWPPP, Utah Tech University, and K-One Solutions. Meredith also served as a volunteer on a church mission for two years. 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 employs an investment approach grounded in academic research and modern portfolio theory, utilizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Randy Garcia is a financial advisor at The Investment Counsel Company of Nevada with 32 years of industry experience. He has been with the firm since 1988 and holds Series 63 and Series 65 designations. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individual clients, pension plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with diversified allocations across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Luke Perry is a financial advisor at Whalen Financial with a Series 65 designation and one year of industry experience. He has served in the U.S. Navy for over 20 years and has held academic roles at Claremont University and Pepperdine University. Whalen Financial provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on client-specific Investment Policy Statements and employs fundamental analysis and modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs in its investment approach.

Nicholas Hickly is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV, since 2015, where he works as part of a seven-advisor team. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and specialized searches for qualified plan providers and independent managers. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers services on a fee-only or hourly consulting basis.