Martin Mcbroom is a financial advisor at McBroom & Associates, LLC in Las Vegas, NV, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McBroom & Associates since 2010. McBroom & Associates is a discretionary, fee-based investment adviser serving individuals—including many high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $214 million in discretionary assets and uses a combination of fundamental value analysis and technical methods in portfolio management, tailoring strategies to client objectives.

Kimiko Inoue is a CFP® professional with 28 years of experience in financial advising. She is the principal of Manhattan Global Asset Management LLC, where she has worked since 2025. Her prior experience includes roles at Raymond James Financial Services Advisors and Takuma Elite Management LLC. Inoue is also involved as an agent offering fixed annuity products as part of client portfolios. Manhattan Global Asset Management LLC provides discretionary and non-discretionary wealth management, portfolio management, and financial planning services to individuals, corporations, nonprofits, foundations, and trusts. The firm employs actively managed strategies with regular trading and portfolio rebalancing, serving a client base that includes institutional and public entities alongside individual investors.

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.

Yuko Du Bois is a CFP® professional with 18 years of industry experience, currently serving at McBroom & Associates, LLC and owning MIRU & Associates LLC, a company providing accounting, bookkeeping, and small business administration services. She has been with McBroom & Associates since 2011 and founded MIRU & Associates in 2013. McBroom & Associates is a discretionary, fee-based investment adviser managing approximately $214 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-based investment process combined with technical analysis and customizes portfolio construction to client objectives.

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.

Cameron Dunaway is a financial advisor at Buckley Wealth Management with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

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.

Fionn Allen is a financial advisor at Adaptive Wealth Engineering in Las Vegas, NV, holding a Series 65 designation. Allen has been with Summit Portfolio Management since 2022 and has prior experience across several industries, including hospitality and professional skiing. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and written financial planning, utilizing an evidence-based investing framework focused on global diversification, factor exposures, and risk assessment.

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.

Andrew Whalen is a financial advisor with Whalen Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and National Planning Corporation. Outside of advising, he is the author of a book titled *Confessions of a Wealth Manager*. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $192 million, using client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory, implementing strategies through mutual funds, equities, fixed income, and ETFs.

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.

Alana Terese Calairo is a financial advisor at Winans Investments with one year of industry experience. She holds a Series 65 designation and has previously worked at Follett Corporation and California State University Sacramento. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to a range of clients including individuals, trusts, investment companies, and pension plans. The firm employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offers personalized and model-based strategies, and licenses proprietary market indices and model strategies to other advisers.

Jay Call is a financial advisor at Arista Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Jay has worked at Arista Wealth Management since 2011, with a brief period at another firm from 2021 to 2022. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm emphasizes a primarily passive, index-based investment approach using low-cost mutual funds and ETFs, while also incorporating active management and alternative strategies when appropriate.

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.