Melissa Ocean is a CFP® with 33 years of industry experience, currently serving at Abundant Wealth Strategies in Las Vegas, NV. Her prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, and Attanasio Capital Management. Outside of financial advising, she is involved in divorce consulting through two related businesses and leads a startup shoe company as CEO. Abundant Wealth Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning based on modern portfolio theory and individualized Investment Policy Statements. The firm offers a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities and allocates assets to third-party managers as part of its discretionary management approach.

Martin Mcbroom is a financial advisor at McBroom & Associates, LLC in Las Vegas, NV, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McBroom & Associates since 2010. McBroom & Associates is a discretionary, fee-based investment adviser serving individuals—including many high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $214 million in discretionary assets and uses a combination of fundamental value analysis and technical methods in portfolio management, tailoring strategies to client objectives.

Kimiko Inoue is a CFP® professional with 28 years of experience in financial advising. She is the principal of Manhattan Global Asset Management LLC, where she has worked since 2025. Her prior experience includes roles at Raymond James Financial Services Advisors and Takuma Elite Management LLC. Inoue is also involved as an agent offering fixed annuity products as part of client portfolios. Manhattan Global Asset Management LLC provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, corporations, nonprofits, foundations, and trusts. The firm employs actively managed strategies with regular trading and portfolio rebalancing, serving a client base that includes institutional and public entities alongside individual investors.

Setu Mazumdar is a CFP® and Series 65 registered advisor with 17 years of industry experience. He has been with Physician Wealth Solutions since 2013, where he is the sole advisor. Physician Wealth Solutions is a fee-only, SEC-registered investment adviser serving individuals, families, and retirement plan sponsors. The firm employs a long-term, goals-based investment approach focusing on asset allocation, diversification, and tax-aware portfolio construction, while also providing integrated financial planning and ERISA fiduciary retirement plan consulting.

Yuko Du Bois is a CFP® professional with 18 years of industry experience, currently serving at McBroom & Associates, LLC and owning MIRU & Associates LLC, a company providing accounting, bookkeeping, and small business administration services. She has been with McBroom & Associates since 2011 and founded MIRU & Associates in 2013. McBroom & Associates is a discretionary, fee-based investment adviser managing approximately $214 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-based investment process combined with technical analysis and customizes portfolio construction to client objectives.

Nicholas Abbott is a financial advisor at Mission Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Allied Advisory Services, and Cetera Advisors LLC. Abbott is also a managing member of Nicholas Abbott LLC, a business entity created for tax and investment purposes. Mission Financial Group provides investment advisory and planning services primarily to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm emphasizes individualized portfolio construction and ongoing monitoring using a variety of analysis techniques and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting.

Alexis Miranda is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Ducere Wealth Management in Las Vegas, NV. Miranda has two years of industry experience, including a prior seven-year tenure at The Investment Counsel Company. Ducere Wealth Management is an SEC-registered advisory firm that serves ultra-high net worth individuals, accredited investors, families, business owners, and select corporate clients. The firm focuses on long-term strategic asset allocation with tax-efficient strategies and selective use of alternative investments, managing approximately $504 million for a small team of advisors.

Cameron Dunaway is a financial advisor at Buckley Wealth Management with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

Fionn Allen is a financial advisor at Adaptive Wealth Engineering in Las Vegas, NV, holding a Series 65 designation. Allen has been with Summit Portfolio Management since 2022 and has prior experience across several industries, including hospitality and professional skiing. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and written financial planning, utilizing an evidence-based investing framework focused on global diversification, factor exposures, and risk assessment.

Sergio Torres is a financial advisor at Confidence Wealth Management, Inc. in Las Vegas, NV. He holds a Series 65 designation and has four years of industry experience. Prior to joining Confidence Wealth Management, he worked at Stuart Weitzman and Tiffany & Co. Confidence Wealth Management, Inc. manages approximately $454 million for a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a team of nine advisors and uses proprietary model portfolios alongside third-party managers, combining passive ETFs with actively managed mutual funds across various strategies focused on risk management and diversification.

Alana Terese Calairo is a financial advisor at Winans Investments with one year of industry experience. She holds a Series 65 designation and has previously worked at Follett Corporation and California State University Sacramento. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to a range of clients including individuals, trusts, investment companies, and pension plans. The firm employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offers personalized and model-based strategies, and licenses proprietary market indices and model strategies to other advisers.

Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC in Las Vegas, NV, holding a Series 65 designation with 21 years of industry experience. He has been with Argos Wealth Advisors since 2013. Argos Wealth Advisors provides investment management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with periodic rebalancing and discretionary authority over third-party money managers, integrating financial planning into portfolio services.

Michelle Konstantarakis is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has been with The Investment Counsel Company in Las Vegas, NV since 2003. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using fundamental analysis with investment strategies tailored to various client objectives.

Richard Reed is a financial advisor at Forthright Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sequent Planning, Bank of the West, and Securities America Advisors. In addition to his advisory role, he is involved with Forthright Capital Partners as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management through model portfolios and incorporates outside managers when appropriate, with regular account reviews and an emphasis on due diligence and monitoring.

Brian Buckley is a financial advisor at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.

Andrew Woodman is a CFP® and Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.

Kevin Holmes is a financial advisor at Black Card Circle with 12 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed Inc. from 2015 to 2021. Holmes is also associated with various insurance carriers through W&R Insurance Agency. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and written financial planning, operating as a team of six advisors that follow a Modern Portfolio Theory approach with diversified allocations and non-discretionary, trade-by-trade client consent execution.

Michael Pride is a Series 65-licensed advisor at Palisade Investments, LLC with seven years of industry experience. He previously worked at Integrated Money Management from 2019 to the present and at Rebel Systems Inc. from 2016 to 2019. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans and other institutional clients. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering both discretionary and non-discretionary management across multiple office locations.

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.

Ryan Tape is a financial advisor at Black Card Circle with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. from 2015 to 2018. Outside of advising, he serves as Treasurer for the Gold Coast Golf Association. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and financial planning based on Modern Portfolio Theory, managing accounts on a non-discretionary basis with client approval required for each transaction.