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.

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.

Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.

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 at Money Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Centaurus Financial, Inc. and VALIC Financial Advisors. Whitley also operates FD Whitley, Inc., a business he has maintained since 2011. Money Managers, Inc. serves individual clients, small businesses, and charities across Nevada, California, and other states, offering investment management, financial planning, consulting, and tax preparation services. The firm constructs customized portfolios primarily using mutual funds and ETFs and employs an investment approach that balances long-term strategy with periodic rebalancing to meet client objectives.

Nicholas Van Noort is a CFP® professional with nine years of industry experience. He is currently with SG Financial and has prior experience at firms including Personal Capital Advisors Corporation and Fidelity Brokerage Services LLC. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, especially business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory in managing portfolios.

Joe Chung is a financial advisor with Advisifi LLC and holds Series 66 and Series 63 licenses. He has 28 years of industry experience, including roles at Unionbanc Investment Services, Trade App, SoFi Securities, and Southern California Edison. AdvisiFi serves individual retail clients through partner banks and credit unions, providing discretionary management of portfolios primarily composed of ETFs via a web-based platform. The firm uses a client questionnaire to map investors to model-managed portfolios, which it actively manages and rebalances on a quarterly 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 designation and three years of industry experience. Her prior roles include positions at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth serves individual clients through comprehensive financial planning and discretionary portfolio management, integrating tax preparation facilitation via a third-party provider. The firm’s investment approach is based on Modern Portfolio Theory, utilizing low-cost ETFs, factor-based strategies, third-party money managers, and model portfolios.

Dennis Weddle II is a financial advisor at SunStreet Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunStreet Securities since 2007. In addition to financial planning, he is an agent selling health, disability, and long-term care insurance since 2000. SunStreet Securities provides investment supervisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $6.5 million across client accounts. The firm emphasizes diversified, mutual-fund-focused portfolios managed on a non-discretionary basis, offering tailored portfolio management, written financial plans, and introductions to third-party investment managers.

Dale Rice is the principal of Dale Q. Rice Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been leading his own firm since 2011. Prior to that, he spent a decade with Strategic Wealth Advisors Group and LPL Financial. Outside of investment management, he owns a home renovation business. Dale Q. Rice Investment Management, Ltd provides investment advisory and financial planning services primarily to individual and high net worth clients. The firm offers portfolio management and written investment strategies through discretionary and non-discretionary accounts, with a focus on tailored asset allocation and ongoing suitability reviews.

Robert Bruderman is a financial advisor at Bruderman Private Wealth in Las Vegas, NV, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. Outside of his advisory role, he serves as Managing Member of IconTrust, LLC, a Nevada-chartered trust company. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management and comprehensive financial planning services. The firm employs a customized wealth management approach that integrates asset allocation with tax, estate, and cash-flow planning, utilizing a range of investment strategies including concentrated equity, income, ETFs, and private placements.

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.

Carolyn Horadan is a financial advisor at South Cove Financial, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at South Cove Financial since 2016, following a one-year tenure at Crescita Capital LLC. South Cove Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement and education accounts, and private entities. The firm offers comprehensive financial planning and portfolio management using both fundamental and technical analysis, employing a mix of passive and active investment strategies tailored to client goals and risk tolerance.

Susan Marshall is a financial advisor at Nautical Star Financial Group LLC with the ChFC® designation and four years of industry experience. She has worked at Arete Wealth Advisors, Center Street Advisors, and runs her own insurance services business. Outside of her advisory role, she operates an independent life and health insurance agency. Nautical Star Financial Group serves individual and high-net-worth clients through investment advisory and portfolio management services, managing approximately $38.5 million across about 64 households with a three-advisor team.

Felicia Greenwald is a financial advisor at Financial Futures with three years of industry experience. She previously worked at Zweig and Ernst and Young. Outside of her advisory role, she owns a tax preparation service, Felicia M Wong Inc. Financial Futures is a fee-only financial planning and investment management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $270 million and employs a strategic asset-allocation approach combining passive index funds with selective active management.

Andre Kovensky is the sole advisor at Octavia Investments LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. Since 2013, he has led Octavia Investments and also provides strategic consulting and business due diligence services on a contract basis, including an ongoing engagement advising the executive management team of Origin Material on capital structure and financial budgeting. Octavia Investments LLC offers discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, family offices, and corporations. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, employing strategies such as long-term and short-term trading, short sales, and options writing tailored to each client’s investment policy statement and risk tolerance.