Andre Kovensky is the sole advisor at Octavia Investments LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. Since 2013, he has led Octavia Investments and also provides strategic consulting and business due diligence services on a contract basis, including an ongoing engagement advising the executive management team of Origin Material on capital structure and financial budgeting. Octavia Investments LLC offers discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, family offices, and corporations. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, employing strategies such as long-term and short-term trading, short sales, and options writing tailored to each client’s investment policy statement and risk tolerance.

Anthony Pizl is a financial advisor at Golden Years Financial, LLC in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Golden Years Financial, he was affiliated with Equitable Advisors, LLC. Golden Years Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and portfolio risk analysis. The firm primarily acts as a co-advisor, referring clients to third-party investment managers and conducting ongoing reviews, with an investment approach based on modern portfolio theory and tailored to each client’s risk tolerance.

Thomas Muije is a financial advisor at Full Focus Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspen Creek Financial and Northwestern Mutual Investment Services LLC. He may earn commissions from insurance companies for certain non-variable insurance product sales. Full Focus Capital Management provides personalized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, evidence-based investment approach combining fundamental and technical analysis, and commonly uses a third-party turnkey asset management platform for portfolio management.

Hadrick Green is a financial advisor at Brightree Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Massachusetts General Hospital, University of Massachusetts Lowell, Los Alamos National Laboratory, and the Massachusetts Institute of Technology. Brightree Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on the Rapid Retire program, which uses a flooring technique and multi-bucket strategy to align investments with clients’ cash-flow needs, supported by ongoing portfolio monitoring and analytic tools.

Marc Sultan is a financial advisor at Forthright Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneNevada Credit Union, Cuso Financial Services, MSI Financial Services, Merrill, Fisher Investments, and Nuveen Fund Advisors. Forthright Partners provides investment advisory services and employer-sponsored financial education to individuals and corporate clients. The firm emphasizes client-centered, suitability-focused approaches and offers a range of financial planning and retirement plan consulting services through both virtual and in-person educational formats.

Kris Holm is a financial advisor with Holm & Cawley Financial Group LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Holm & Cawley Financial Group since 2009. Holm & Cawley Financial Group, LLC provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs fundamental analysis and public research to construct diversified portfolios across multiple asset classes, offering both long-term and short-term investment strategies tailored to client objectives.

Harold Green is a financial advisor at Brightree Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold also spends time working with fixed insurance products including annuities, life insurance, and Medicare supplements. Brightree Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on a retail retirement framework called the Rapid Retire program, which uses a multi-bucket strategy to align investments with cash-flow needs and includes ongoing portfolio monitoring and risk assessment.

Samuel Kunz is a CFA® charterholder with five years of industry experience. He has been with Core Financial since 2020 and previously worked at the University of California. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning and consulting along with wrap-fee asset management, constructing portfolios using mutual funds, ETFs, individual securities, and a range of private and alternative investments.

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.

Aaron Davis is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and having 10 years of industry experience. He has worked at Preferred Retirement Options since 2018 and has been associated with Barkdull Financial Group since 2015, where he also serves as an insurance agent managing client insurance policies. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management, while Preferred Retirement Options maintains client relationships and offers services such as portfolio analysis and public educational seminars.

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.