Kevin Hussey is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2023 and previously spent 18 years at Fidelity Brokerage Services LLC and 5 years at Fidelity Personal and Workplace Advisors. Hussey also holds licenses to sell insurance products as an independent agent, a business separate from his investment advisory practice. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Anthony Ripamonti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual Investment Management, Geometry Global LLC, and Montibean LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive market roles such as operating as a swap dealer and futures commission merchant.

Carly Rothbort is a Series 66-licensed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Advisors, Kingswood Capital Partners, and Lakeview Asset Management, where she serves as Vice President. Outside of advising, she is involved with the Cadence Residential Master Community Association Finance Committee and operates a freelance graphic design business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Jonathan Kim is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses. He has prior experience as a real estate agent with Keller Williams VIP Properties, Compass, and Coldwell Banker Residential. Outside of advisory work, he is involved with Inheritguard, LLC, providing estate planning-related client education and communications. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and TFA365.

Hugh Anderson III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a general partner managing investments for HDIII L.P., an estate planning entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment products.

Stephen Arnold is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Brookstone since 2014 and has been with AIB LLC since 2007. Outside of his advisory roles, Arnold is a life insurance broker and serves as managing member and CEO of Retirement Actuarial Services, where he designs and implements defined benefit, cash balance, and 401(k) plans; he also provides estate planning services through Helios Integrated Planning and Encore Estate Planning. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using a variety of model portfolios and managed accounts.

Joseph Mezatis is a financial advisor with GWN Securities Inc. in Mt. Juliet, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms, including Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Mezatis is also the owner and managing member of Hope Financial Solutions, LLC, where he works with clients on financial goals using various insurance and investment products. Additionally, he serves as CFO and a 20% owner of New Directions Financial Group, which provides access to multiple insurance marketing organizations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and businesses through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum-based strategies.

Andrew Shin is a financial advisor with Transamerica Financial Advisors based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has one year of industry experience. Outside of his advisory role, he is involved with InheritGuard, LLC, providing education and services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kassidy Hannan is a financial advisor at Empower Advisory Group with a Series 66 designation and approximately one year of industry experience. Prior to joining Empower Advisory Group, Hannan held roles at Empower Retirement, Goodleap, Elevation Solar, Elite Solar Concepts, and Discover Financial Services. Hannan also had a brief involvement with Make-A-Way Transportation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Scott Rothbort is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience and concurrently serves as president of Lakeview Asset Management, LLC. Outside of finance, he is involved with South Mountain Stables, a standardbred horse racing and breeding business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Gary Yarnall is a Series 66-licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds an agent position at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and other investment tools.

Tameka Galloway is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Wells Fargo Clearing. Outside of her advisory role, Galloway manages a real estate investment LLC with her spouse and is involved as a freight broker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, delivering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, offering both advisory and execution services supported by in-house research and complex custodial arrangements.

William Corelle is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and has also worked with Agia since 2022, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over a thousand advisors.

John Shin is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has held various roles including ownership and executive positions in multiple businesses related to real estate, publishing, acting, and health insurance. Shin is also involved as a board member and president of the Royal Order of Constantine the Great and Saint Helen and participates in entrepreneurial and creative ventures such as producing, acting, and writing. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Charles Neff Jr. is a financial advisor with Hightower Advisors in Las Vegas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC and OpenCounter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Jenny Laurita is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2025. Her previous roles include positions at OSAIC and Securities America Advisors. Laurita is also an insurance agent specializing in fixed annuities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm emphasizes a mix of custodial platforms and investment strategies, primarily managing assets on a non-discretionary basis.

Adam Thurgood is a financial advisor at Hightower Advisors with 26 years of industry experience. He has been with Hightower Advisors since 2012. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers alongside a variety of investment vehicles and strategies.

Melvin Bell III is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His work history includes roles at Core Nevada LLC, Cornerstone Benefits & Insurance, Elevate Insurance, Stone Hill and Associates, Wfgia, Unum Provident, and Estate Concepts, Inc., where he serves as president. He is involved in selling health, dental, and Medicare insurance products both individually and to small groups. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and RIA.

Jose Rico is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Axos Bank, Credit Union1, and Bank of George. Outside of his advisory work, he is involved in a package delivery and courier service based in Las Vegas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Chong Nam is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors and Wiley Bros. Aintree Capital, LLC. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Pinecrest Academy of Nevada and as Treasurer for the Anthem Country Club Community Association, where he oversees financial governance and budgeting. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party managers.