Michael Nestman is a CFP® with 15 years of industry experience, currently serving at West Ridge Advisors. He has held roles at Udall CPA Group, PLLC, where he is a partner and shareholder, as well as at Arista Wealth Management, Hightower Advisors, and Merrill. Outside of financial advising, he is involved in several business activities including ownership interests in payroll services and management consulting firms. West Ridge Advisors operates as an 11-advisor team serving individual and high-net-worth clients as well as retirement plan sponsors. The firm applies Modern Portfolio Theory with a focus on global diversification, tax efficiency, and low-cost investment vehicles, while offering personalized indexing strategies and retirement plan consulting.

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.

Ronald Leavitt is a financial advisor with Capstone Capital Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with various entities within the Capstone Capital group since 2002. Leavitt is a shareholder of Preferred Trust Company LLC, a custodian firm for self-directed accounts, though he is not involved in its daily operations. Capstone Capital Wealth Advisors offers discretionary investment management and financial planning 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 with broadly diversified mutual funds and ETFs, tailoring portfolios to clients’ goals and risk tolerance.

Jay Call is a financial advisor at Arista Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Jay has worked at Arista Wealth Management since 2011, with a brief period at another firm from 2021 to 2022. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm emphasizes a primarily passive, index-based investment approach using low-cost mutual funds and ETFs, while also incorporating active management and alternative strategies when appropriate.

Parker Schmidt is an associate advisor at Cassady Wealth & Retirement Planning L.L.C. with two years of industry experience. He is Series 66 licensed and also serves as director of finances at Estate Home Management, a luxury property management business. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, financial planning, advanced estate planning, and retirement-plan services. The firm uses a combination of fundamental analysis and diversified strategies tailored to client goals and risk tolerance, supporting roughly 455 clients with about $292 million in assets under management across a five-advisor team.

Fraser Inouye is a financial advisor at West Ridge Advisors with nine years of industry experience and holds a Series 65 designation. He has worked at West Ridge Advisors since 2017 and operates Inouye CPA LLC, an accounting firm, since 2018. He is also a shareholder of Mint Payroll, LLC, a payroll services company, and has been an insurance agent since 2001. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management with an emphasis on global diversification, tax efficiency, and low-cost investment vehicles. The firm manages approximately $396 million in client assets and offers personalized indexing through a partnership with Vanguard.

Jasen Cassady is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding the CFP® and Series 63 designations with 20 years of industry experience. He also operates Cassady Law Offices, providing legal services since 2002. Cassady serves as principal and CEO at his firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $292 million in assets for around 455 clients. The firm offers discretionary and non-discretionary asset management, financial planning, advanced estate planning, and ERISA retirement-plan services, using a combination of fundamental analysis, model-driven solutions, and custom allocations tailored to clients’ goals.

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.

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. 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 thematic options and integrates portfolio management with affiliated banking and brokerage entities.

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.

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.

Clifton Yasutomi is a financial advisor at Mission Financial Group, LLC in Las Vegas, NV, with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Independent Financial Group, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory role, he serves as Secretary on the board of The Salvation Army Honolulu, participating in board development and acting as a liaison to the organization's young professional group. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring using a variety of analytical techniques and investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.