Luisa Pamela Mendoza is a CFP® with one year of experience at Ducere Wealth Management and five years at Investment Counsel Company. She has previously worked in various roles outside the financial industry, including positions in hospitality and entertainment. Mendoza is based in Las Vegas, NV. Ducere Wealth Management is an SEC-registered advisory firm serving ultra-high net worth individuals, accredited investors, families, business owners, and select corporate clients. The firm emphasizes long-term strategic asset allocation with tax-efficient techniques and incorporates alternative investments through a Third-Party Manager program.

Ronald Sloy is a financial advisor at Sloy, Dahl & Holst, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sloy, Dahl & Holst since 1981. He is also the 100% owner of Sloy, Dahl & Holst Holdings, Inc., a holding company based in Vancouver, WA. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs both quantitative and qualitative analysis to construct proprietary model portfolios and manages collective investment funds primarily for employer-sponsored retirement plans.

Eric Sorenson is a financial advisor at Capstone Capital Wealth Advisors in Henderson, NV. He holds a Series 66 designation and has two years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a managing member of Sorenson Ventures LLC, an entity intended to own an indoor pickleball facility. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction with broadly diversified funds, tailoring portfolios through personal discussions and exercising discretionary trading authority under client agreements.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Arista, he worked at Fidelity Investments and has held various roles across different sectors. 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 relies on passive index allocations and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

William Barton is a Series 65-licensed advisor at The Investment Counsel Company in Las Vegas, NV, with experience beginning in 2024. Prior to joining the firm, he worked for 26 years with the Clark County School District. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Adam Cress is a financial advisor at Capstone Capital Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Med James Inc, and Kaufman Financial Group. Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning 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 individual client goals and risk tolerance.

Jordan Naffa is a financial advisor at Arista Wealth Management, LLC with 11 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Arista in 2023, he worked at Portfolio Advisors, Inc. for six years. He is also a licensed insurance agent. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, primarily using passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Curtis Udall is a financial advisor at West Ridge Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at PricewaterhouseCoopers. In addition to his advisory role, he is the managing member of two real estate investment companies and operates a tax and accounting firm, Udall CPA Group PLLC. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm emphasizes a Modern Portfolio Theory approach with global diversification, tax efficiency, and low-cost vehicles, and offers personalized indexing through a partnership with Vanguard.

Aniruddha Ray is a financial advisor at MDX Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and UBS Financial Services. Outside of advising, he owns a film production company involved in production and acting. MDX Wealth Management is an independent registered investment adviser serving individuals, trusts, pensions, foundations, and businesses. The firm employs a fundamentally driven, long-term investment approach supplemented by tactical tools and operates through multiple offices and advisory brands across several states.

Paul Moffat is a financial advisor at Arista Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Arista since 2006. Outside of his advisory role, Moffat is a licensed insurance agent and serves on the Board of Trustees at Southern Virginia University. He also has ownership interests in a pest control company and several personal real estate ventures. Arista Wealth Management advises individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations while also utilizing active managers and alternative strategies when appropriate.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. 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, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Justin Ajimine is a financial advisor at The Investment Counsel Company with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for 16 years before joining his current firm in 2021. Outside of his advisory role, he is registered as an independent insurance agent. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis and a range of investment strategies across various asset classes, managing over $2.18 billion with a seven-advisor team.

Vern Barkdull is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding a Series 65 designation and seven years of industry experience. He has worked with Preferred Retirement Options since 2018 and has been a self-employed insurance agent and partner at Barkdull Financial Group since 2008. Vern manages insurance policies for clients and oversees other agents within his insurance business. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, offering financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management and trading while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Kim Dang is a financial advisor at Whalen Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at firms including Cornerstone Wealth Management, Independent Financial Group, and Purshe Kaplan Sterling Investments. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages about $223 million across roughly 391 clients, applying fundamental analysis and modern portfolio theory through a team of five advisors.

Antonio Rios is a financial advisor at Whalen Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Fidelity Investments, Lincoln Financial Services, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Whalen Financial is a team-based firm managing approximately $192 million for individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory to guide investment decisions.

Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. In addition to his advisory role, he maintains a paralegal position at Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm uses fundamental analysis and customized strategies aligned with client goals and risk tolerance, supporting about 455 clients with nearly $292 million in assets across a five-advisor team.

John Buckley is a financial advisor at Buckley Wealth with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.

Michaelyn Andress is a financial advisor at The Investment Counsel Company with a Series 65 designation and two years of industry experience. She has previously worked at West Monroe Partners and Southern Methodist University. The Investment Counsel Company of Nevada provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis and both long- and short-term strategies across various asset classes, with client objectives ranging from Conservative to Aggressive Growth.

Justin Mackie is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management LLC for nine years. Outside of his advisory role, he is involved in managing agricultural and transport assets through several LLCs including Mackie Ranch LLC and Ranch Holdings, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses multiple platform providers and conducts ongoing due diligence to tailor portfolios to client objectives.