Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.

Prakash Simha is a financial advisor with Prakash Investment Advisors LLC in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Prakash Investment Advisors LLC since its founding in 2012. The firm provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. Investment decisions are based on fundamental analysis and tailored to client goals and risk tolerance, with portfolios that may include equities, mutual funds, ETFs, corporate bonds, limited partnerships, and other holdings, using derivative strategies in separately managed accounts for hedging or exposure.

Maston Thornton is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Kamichu Wealth Management LLC in Las Vegas, NV. He previously worked at UBS Financial Services Inc. for nine years and Smooth River Wealth Management for eight years. Outside of his advisory role, he is a partner at Select Consulting Group, LLC, an accountancy and audit firm. Kamichu Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management alongside comprehensive wealth management services. The firm employs a primarily long-term investment approach using ETFs and low-cost mutual funds, with the flexibility to include individual stocks, bonds, and alternative investments.

Justin Long is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diazo, LLC and previously worked at Fidelity Investments and several other firms. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a multi-method investment process that includes fundamental, quantitative, and technical analysis, as well as options and margin strategies. The firm customizes portfolios and planning recommendations based on clients’ goals and risk profiles.

Reuben Cawley is a financial advisor at Holm & Cawley Financial Group LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Holm & Cawley since 2016. In addition to his advisory role, Reuben is a practicing attorney and licensed insurance agent, devoting time to his law firm and insurance activities outside of his financial advisory work. Holm & Cawley Financial Group provides comprehensive financial planning and investment management primarily for individuals at or near retirement, as well as non-discretionary retirement-plan advisory services to plan sponsors. The firm manages accounts on a discretionary basis, using a range of investment strategies tailored to varying objectives and sometimes engages an unaffiliated sub-advisor to assist with portfolio construction.

Austin Peterson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Backbone Planning Partners LLC. His previous experience includes roles at Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory work, he hosts a radio show and owns a mattress and furniture surplus business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and succession planning, managing client portfolios across various asset classes on a discretionary basis.

Matthew Carr is a financial advisor at QCI Partners LLC in Henderson, NV, holding a Series 65 designation with 13 years of industry experience. He has worked at QCI Partners Inc. since 2012. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a risk-managed, value-oriented investment approach that incorporates special-situation and catalyst-driven opportunities across a range of asset classes, including equities, foreign exchange, digital assets, and derivatives.

Donald Cody is a financial advisor at Global Macro Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Macro Asset Management since 2014. The firm provides discretionary investment management to individual and institutional investors through a Multi-Asset World Portfolio strategy, which employs a conservative, globally diversified approach using ETFs. Global Macro Asset Management emphasizes capital preservation and opportunistic asset allocation through fundamental analysis and maintains a small client base served by two advisors.

Brian Crawley is a CFP® certificant with nine years of industry experience. He is currently with Diazo, LLC, where he has worked since 2023. His prior experience includes roles at Innovative Adviser Solutions, Goldman Sachs PFM, and Hightower Advisors, among others. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and incorporates derivatives and margin transactions in client accounts.

Thomas O is a financial advisor at Ratio Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ratio Financial Holdings since 2009. Outside of advisory services, he serves as president and principal of Ratio Benefits, a business engaged in selling and administering fixed insurance products in group settings. Ratio Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations. The firm incorporates financial planning topics such as retirement, insurance, risk management, and estate planning, using third-party Sub-Advisers and model portfolios to implement investment strategies.

Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.

Robert Sigler is a financial advisor at Global Key Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Anchor Research Technology Solutions, Global Key Management, Partell Specialty Pharmacy, Global Trust Group, and Crimson Capital Partners. Outside of his advisory work, he is involved in several business ventures, including a mailbox company and investment entities related to medical imaging and diversified holdings. Global Key Management provides financial planning and investment management services to individuals, corporations, trusts, foundations, family offices, and other entities, primarily through separately managed accounts branded InsideTrack®. The firm employs a statistically driven investment approach using unconventional data sources and proprietary analytics to identify risks and opportunities, focusing on concentrated, long-only portfolios benchmarked to market indices.

Alec Unruh is a financial advisor at American Retirement Planning Group Inc in Las Vegas, NV, holding a Series 65 designation with four years of industry experience. He has worked at Capstone Partners Financial & Insurance Services since 2020 and previously held positions at Smith's Food and Drug and ABM Aviation. American Retirement Planning Group serves individual and high-net-worth clients as well as retirement plans, trusts, and foundations, managing approximately $289 million for about 741 clients. The firm employs a Macro Top-Down Fundamental/Technical allocation process and offers fee-based investment management, financial consultation, and ERISA plan advisory services.

Randall Moler is a financial advisor with Moler Capital Management in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Moler Capital Management since 1995. Outside of his advisory role, he owns RGM Services, LLC, which provides trust administration and asset management consulting. Moler Capital Management offers discretionary investment management and portfolio oversight for individuals, trusts and estates, retirement-plan participants, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory approach, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable focus on Dimensional Fund Advisors strategies.

Jason Finley is a CFP® with 30 years of industry experience and has been the sole advisor at Finley Financial, LLC since 2004. He holds Series 63 and Series 65 licenses and is based in Las Vegas, NV. Finley Financial provides discretionary portfolio management and financial planning to individuals, trusts, and small businesses, focusing on customized portfolios primarily using exchange-traded funds and mutual funds. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, global diversification, tax efficiency, and a passive, long-term strategy.

Mario Sena is a financial advisor at Melissa Matson LLC with four years of industry experience and holds a Series 65 designation. His prior work includes roles at MRS Wealth Advisors, Foundations Investment Advisors, and SOLV Benefits. Outside of finance, he assists with wine selection and service for special events at Smith and Wollensky. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm employs multiple methods of investment analysis and maintains a long-term trading orientation, with regular account reviews and no discretionary trading.

Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities, Inc. is a state-registered investment adviser that provides discretionary investment management to individuals, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on clients’ objectives and risk tolerance, using a disciplined, conservative approach that incorporates both fundamental and technical analysis, and employs strategies including margin, short sales, option writing, and other derivatives.

Sterling Gary is a financial advisor at M Stevens Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Chalice Capital Partners, MJC Associates, Waddell & Reed, and the Seal Beach Chamber of Commerce. Outside of his advisory role, he is involved with an Amazon distribution center operation unrelated to his financial services work. M Stevens Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm employs a combination of technical and fundamental analysis and offers wrap fee programs primarily on a non-discretionary basis.

Brett Weston is a CFP® with six years of industry experience, currently serving at Medicus Wealth Planning, Inc. since 2022. He previously worked at Clarity Financial Planners and TrueNorth Wealth, and has experience in executive education from the University of Utah. Outside his primary role, he performs retirement planning work as a non-client-facing paraplanner for TrueNorth Wealth. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets, providing discretionary portfolio management and goal-based financial planning for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios, offering services such as asset allocation, rebalancing, educational seminars, and held-away retirement plan asset management through account aggregation.