Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007, where he is part of an eight-advisor team based in Las Vegas, NV. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach with periodic rebalancing and discretionary oversight of third-party money managers, integrating financial planning into its portfolio services.

Michael Blake is a financial advisor at Total Investment Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked as a pilot for American Airlines since 2000. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers, including subscription-based commentary targeted to aviation professionals.

Austin Rogers is a financial advisor with WT Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation and four years of industry experience. Prior to joining WT Wealth Management, he worked at Field Works and Sprout's Farmers Market. He is the owner of Pinstripe Investments, LLC, through which he manages client investment accounts and personal finances. WT Wealth Management is a multi-advisor firm managing approximately $419 million for more than 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based strategies that include equities, ETFs, mutual funds, and fixed income, supplemented by affiliated tax, legal, and insurance services.

Clifton Yasutomi is a financial advisor at Mission Financial Group, LLC in Las Vegas, NV, with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Independent Financial Group, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory role, he serves as Secretary on the board of The Salvation Army Honolulu, participating in board development and acting as a liaison to the organization's young professional group. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring using a variety of analytical techniques and investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Todd Udall is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has served at West Ridge Advisors since 2017. In addition to his advisory role, Udall operates Udall CPA Group PLLC, an accounting firm he has managed since 2011. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management with a focus on global diversification, tax efficiency, and low-cost investment vehicles. The firm operates as an 11-advisor team managing approximately $396 million in client assets and provides retirement plan consulting along with educational workshops.

Adam Dawson is a CFP® with 25 years of experience in the financial industry. He has worked at Capstone Capital Wealth Advisors since 2016 and previously spent 21 years with Guardian Life Insurance Company of America. Dawson is the author of two investment-related books, *Timeless Principles of Financial Security* and *Chasing Chances.* 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 plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

Timothy Bock is a financial advisor at Adaptive Wealth Engineering with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Summit Portfolio Management since 1999. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for around 113 clients. The firm uses an evidence-based investing framework focused on academic research, global diversification, and factor exposures, serving individuals, pension plans, and other business entities.

Wayne Woodman is a financial advisor with The Investment House LLC and holds a Series 63 designation. He has 23 years of industry experience, including 14 years with The Investment House LLC. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs fundamental analysis and top-down sector selection across multiple strategies, managing registered investment companies, an ETF, and private funds with over $2 billion in client assets.

Rebecca Goebel is a financial advisor with TCP Asset Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2000 to 2024. Outside of her advisory role, she is co-owner of a vacation rental cabin generating rental income. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm manages accounts on a discretionary basis using tailored allocations and multiple sub-advisers, supporting a 25-advisor team across 11 offices with over $1 billion in client assets.

Michael Cook is a financial advisor with Mission Financial Group, LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and Cardinal Financial. Outside of his advisory work, he serves as a general partner at Secure Yield LLC, where he is involved in real estate business development and project evaluation. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages discretionary accounts and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, and alternative products.

Lotay Yang is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Black Card Circle in Las Vegas, NV. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. Outside of finance, he is involved in the entertainment industry as an actor and executive producer of the Hollywood motion picture "The Razor's Edge," starring Tommy Lee Jones and James Franco. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm operates as a team of six advisors, providing portfolio management and financial planning using a non-discretionary, client-directed execution model that emphasizes diversified allocations and periodic rebalancing aligned with Modern Portfolio Theory.

Blaine Vose is a financial advisor with Tactive Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Dynamic Wealth Advisors and Gifford Planning Strategies. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a hybrid model that combines a robo-advisor platform and advisor-led investment strategies based on tactical asset allocation and the Black-Litterman framework.

Philip Tom is a financial advisor at Hohimer Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets, LLC for 10 years. Hohimer Wealth Management, LLC serves individuals, including high net worth clients, as well as various institutional and family entities. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across a range of asset classes, and integrates alternative pooled investments while providing discretionary and limited non-discretionary portfolio management.

Vincent D Addona is a financial advisor at Bull Harbor Capital LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as a board member of Finseca and is involved as a partial owner in companies focused on behavioral finance and financial technology. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a diverse range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and options.

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.

Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

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.

Damondrick Jack is a Series 65-licensed financial advisor with Abundo Wealth in Las Vegas, NV, bringing two years of industry experience. His background includes roles at Bingham, Osborn, & Scarborough, LLC, Mercer Advisors, and work with nonprofit organizations such as The AFE Society and StreetCode Academy. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on cash flow, retirement, estate, and tax planning without requiring an asset minimum. The firm employs a passive, low-cost index fund approach based on a Semi-Strong Form Efficient Market hypothesis and structures its advisory services on a subscription basis across a network of 11 offices.

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.

Matthew Ravenscroft is a Series 65-licensed advisor with Adaptive Wealth Engineering in Las Vegas, NV, and has seven years of industry experience. He has worked at Summit Portfolio Management since 2019 and also holds a full-time position as an electrical engineer at DMI Engineers. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for individuals, pension and profit-sharing plans, and other business entities. The firm employs an evidence-based investing framework emphasizing global diversification, factor exposures in equities, and uses investment-grade bond funds to mitigate volatility.