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.

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 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.

Joe Chung is a financial advisor with Advisifi LLC in Henderson, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Investifi Securities, SoFi Securities, Southern California Edison, Trade App, Finra, and Unionbanc Investment Services. AdvisiFi LLC serves individual retail clients through partner banks and credit unions, providing discretionary portfolio management primarily with ETFs and some equities via a web-based platform. The firm uses client questionnaires to match investors to model-managed portfolios, which it actively manages and rebalances quarterly.

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.

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.

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.

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 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® with 33 years of industry experience, currently serving as an advisor at Financial Institution Services, LLC in Las Vegas, NV. He has worked with Securities America, Inc. since 2020 and has been affiliated with Financial Institution Services, LLC since 2007. Outside of his advisory role, he is also an author. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $259 million in discretionary assets and develops asset allocation strategies tailored to clients' objectives, risk tolerance, tax status, and time horizon.

Carolyn Horadan is a financial advisor at South Cove Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Crescita Capital LLC and Highland Private Wealth Management. South Cove Financial serves primarily West Coast individuals and high-net-worth families, providing comprehensive financial planning and investment management across various account types. The firm manages portfolios in-house using fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that include illiquid alternatives and pre-IPO investments.

Susan Marshall is a financial advisor at Arlington Wealth Management with the designations ChFC® and Series 66 and five years of industry experience. She previously worked at Nautical Star Financial, Arete Wealth Advisors, LLC, and Center Street Advisors, Inc., and has an extensive background in insurance services through her own agency. Arlington Wealth Management serves individual clients, including high-net-worth households, as well as trusts and retirement plans, managing approximately $236 million across a three-advisor team. The firm uses a proprietary system that integrates quantitative models with qualitative research to offer tailored wealth planning and diversified investment strategies across model portfolios.