Marc Aarons is a financial advisor at Money Managers, Inc. in Las Vegas, NV, with 21 years of industry experience. He has been with Money Managers, Inc. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Aarons sells health insurance for individual, family, and small group clients through Blue Cross of California and Kaiser Insurance of California. Money Managers, Inc. serves individual clients, small businesses, and charities primarily in Nevada and California, offering investment management, financial planning, tax preparation, and retirement-account reviews. The firm constructs customized portfolios using mutual funds, ETFs, and other securities, maintaining ongoing client contact and managing accounts through client-designated custodians.

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.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities serves individual investors, retirement plan fiduciaries, charitable organizations, and business entities by providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using a broad range of strategies and instruments tailored to client objectives.

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 seven years of industry experience, currently serving at Medicus Wealth Planning, Inc. since 2022. His prior roles include positions at Clarity Financial Planners and TrueNorth Wealth, where he also performed non-client-facing retirement planning work as a paraplanner. Medicus Wealth Planning, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis and modern portfolio theory to manage portfolios on a discretionary basis and offers educational seminars and workshops.

Shaun Clearwater is a financial advisor at Full Focus Capital Management with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Full Focus Capital Management in 2025, he worked at Desert Rose Capital Management, Redhawk Wealth Advisors, Coppell Advisory Solutions, and Virtue Capital Management, following a long tenure at Intel Corporation. Outside of advising, he serves as a trustee for the Clearwater Family Foundation and manages Hop Riot, LLC. Full Focus Capital Management provides personalized, goals-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s investment approach combines fundamental and technical analysis with evidence-based asset allocation, often implementing strategies through a third-party turnkey asset management platform.

Brooks Rarden is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Gilpin Wealth Management LLC. He previously worked at U.S. Bank Private Wealth Management for eleven years and is the owner and managing member of Desert Mountain Wealth Management LLC, a consulting business based in Frisco, Colorado. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios that incorporate asset allocation, tactical adjustments, and both fundamental and technical analysis.

Fredrik Whitley is a financial advisor with Money Managers, Inc. in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Sequoia Ridge Wealth LLC, Centaurus Financial, Valic Financial Advisors, and Waddell & Reed. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm manages approximately $69.65 million for about 153 clients through a three-advisor team, focusing on a long-term investment approach using mutual funds, ETFs, and selective individual securities tailored to client needs.

Nicholas Van Noort is a CFP® professional with nine years of experience in the financial services industry. He is currently with SG Financial and SG Retirement Planning LLC, where he has worked since 2024. His prior roles include positions at New Skool Media, MoLei Financial, and Personal Capital Advisors Corporation. SG Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, particularly business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory, generally managing accounts on a discretionary basis.

Moxiao Xia is a financial advisor at Atlas Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Atlas Wealth Management, Xia held positions at Tsvc and various educational institutions. Xia is currently enrolled at a university while balancing advisory responsibilities. Atlas Wealth Management provides advisory services to individuals, families, trusts, estates, retirement accounts, high-net-worth clients, and small businesses. The firm customizes portfolios based on client objectives, risk tolerance, liquidity needs, tax considerations, and time horizon, employing fundamental and valuation analysis, asset allocation, and tax-aware portfolio construction.

Jordan Curtis is a financial advisor with Curtis Wealth Management LLC in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Northwest Asset Management and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, Curtis is the owner of Welcome Home Vacation Rentals LLC. Curtis Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans, providing investment management, financial planning, and consulting services. The firm employs a customized asset allocation approach using diversified vehicles and may delegate portfolio management to third-party sub-advisors while maintaining oversight.

Caitlyn Driehorst is a financial advisor at RightWise Wealth with a Series 65 credential and three years of industry experience. She previously worked at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm follows Modern Portfolio Theory and primarily uses ETFs, mutual funds, and factor-based strategies, integrating third-party tools for tax filing and estate planning.

Kenneth Himmler Sr. is a financial advisor with One Wealth Map, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Integrated Asset Management, LLC and American Financial Management, Ltd. Outside of advising, he manages an accounting and tax preparation business where he dedicates a significant portion of his time. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary client assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Robert Bruderman is a financial advisor with Bruderman Private Wealth in Las Vegas, NV, holding a Series 63 designation and over 45 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. He is also the managing member of IconTrust, LLC, a Nevada chartered trust company, where he spends 15-20 hours monthly. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning services. The firm employs a holistic, customized wealth management approach that integrates asset allocation with cash-flow needs, tax and estate planning, and long-term objectives.

Matthew Dahl is a financial advisor with American Retirement Planning Group Inc in Las Vegas, NV. He holds a Series 66 designation and has 13 years of industry experience. Dahl has been associated with American Retirement Planning Group since 2012 and also serves as the firm’s Chief Investment Officer. American Retirement Planning Group serves individual and high-net-worth clients, as well as retirement plans, trusts, and foundations, managing approximately $289 million for around 741 clients. The firm employs a macro top-down fundamental and technical allocation process and offers fee-based investment management, financial consultation, and ERISA plan advisory services.

David Shink is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Financial Institution Services, LLC since 2007 and has been associated with Securities America, Inc. since 2020. In addition to his advisory work, Shink is an author. Financial Institution Services, LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm manages discretionary and non-discretionary portfolios using tailored asset allocation strategies and serves approximately 332 clients with a focus on fiduciary retirement-account advice.

Felicia Greenwald is a financial advisor with Financial Futures in Las Vegas, NV, holding three years of industry experience. Her work history includes tenures at Four15 Advisors, Zweig, and Ernst and Young. Outside of advisory services, she is the sole owner of Felicia M Wong Inc., a tax preparation business. Financial Futures provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with globally diversified portfolios and manages approximately $270 million across about 200 clients with a three-advisor team.