Trevor Young is a financial advisor at Paragon Investing, LLC in Henderson, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finity, MHC Software, and Deloitte Consulting. Paragon Investing provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm emphasizes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and a mix of long- and short-term strategies aimed at preserving purchasing power over the long term.

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.

Steven Melanson is a financial advisor at QCI Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QCI Partners Inc. since 2020, following six years at Quantitas Capital. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a value-oriented investment approach focused on risk management and uses a combination of top-down and bottom-up analysis to identify special-situation, catalyst-driven opportunities.

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.

Adam Corrie is a financial advisor at Capstone Capital Wealth Advisors with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Capstone, he worked at Breakout Implementation Inc. for five years and Gilbert & Cook, Inc. for four years. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on clients' goals, investment history, family composition, and risk tolerance.

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.

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.

Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC in Las Vegas, NV, holding a Series 65 designation with 21 years of industry experience. He has been with Argos Wealth Advisors since 2013. Argos Wealth Advisors provides investment management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with periodic rebalancing and discretionary authority over third-party money managers, integrating financial planning into portfolio services.

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.

Andrew Woodman is a CFP® and Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.

Kevin Holmes is a financial advisor at Black Card Circle with 12 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed Inc. from 2015 to 2021. Holmes is also associated with various insurance carriers through W&R Insurance Agency. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and written financial planning, operating as a team of six advisors that follow a Modern Portfolio Theory approach with diversified allocations and non-discretionary, trade-by-trade client consent execution.

Michael Pride is a Series 65-licensed advisor at Palisade Investments, LLC with seven years of industry experience. He previously worked at Integrated Money Management from 2019 to the present and at Rebel Systems Inc. from 2016 to 2019. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans and other institutional clients. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering both discretionary and non-discretionary management across multiple office locations.

Ryan Tape is a financial advisor at Black Card Circle with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. from 2015 to 2018. Outside of advising, he serves as Treasurer for the Gold Coast Golf Association. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and financial planning based on Modern Portfolio Theory, managing accounts on a non-discretionary basis with client approval required for each transaction.

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Investment House and its related fund since 2009, serving as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management to individual, high-net-worth, institutional, and pooled clients, managing registered investment companies, an ETF, and private funds. The firm employs client-specific investment policies implemented through a mix of fundamental analysis and sector selection across multiple strategies.

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.