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 in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Signal Advisors, OpenInvest, and Capital Group. RightWise Wealth serves high-earning individual clients, offering comprehensive financial planning, discretionary investment management, and related services such as direct indexing and tax return filing facilitation. The firm emphasizes Modern Portfolio Theory, diversified low-cost investments, and integrates third-party platforms and managers in its investment approach.

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 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® 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 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.

Felicia Greenwald is a financial advisor with Financial Futures in Las Vegas, NV, holding three years of industry experience. Her work history includes tenures at Four15 Advisors, Zweig, and Ernst and Young. Outside of advisory services, she is the sole owner of Felicia M Wong Inc., a tax preparation business. Financial Futures provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with globally diversified portfolios and manages approximately $270 million across about 200 clients with a three-advisor team.

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.

Anthony Pizl is a financial advisor at Golden Years Financial, LLC in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Golden Years Financial, he was affiliated with Equitable Advisors, LLC. Golden Years Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and portfolio risk analysis. The firm primarily acts as a co-advisor, referring clients to third-party investment managers and conducting ongoing reviews, with an investment approach based on modern portfolio theory and tailored to each client’s risk tolerance.

Christine Sakraida is a CFP® with 13 years of experience in the financial services industry. She currently serves as an advisor at White Aspen Capital LLC, where she has worked since 2025. Prior to that, she was with Oppenheimer for nine years. In addition to her advisory role, she owns Andesine Planning, a financial planning business serving individuals and RIAs. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a multistrategy investment approach incorporating fundamental, quantitative, and technical analysis, and manages accounts mainly on a discretionary basis.

Thomas Muije is a financial advisor at Full Focus Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspen Creek Financial and Northwestern Mutual Investment Services LLC. He may earn commissions from insurance companies for certain non-variable insurance product sales. Full Focus Capital Management provides personalized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, evidence-based investment approach combining fundamental and technical analysis, and commonly uses a third-party turnkey asset management platform for portfolio management.