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 in Las Vegas, NV, holding the Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Full Focus Financial and Insurance Services, Aspen Creek Financial, and Northwestern Mutual Investment Services. Full Focus Capital Management offers personalized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a blend of fundamental and technical analysis with evidence-based asset allocation, utilizing third-party turnkey asset management platforms to implement client strategies.

Hadrick Green is a financial advisor at Brightree Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Massachusetts General Hospital and the University of Massachusetts Lowell. Brightree Wealth Management serves individual, high-net-worth, pension, and institutional clients by providing discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach to manage investments across various asset classes including equities, bonds, mutual funds, ETFs, and options-based strategies.

Anne Mc Ninch is a financial advisor with Melissa Matson LLC in Henderson, NV, holding a Series 65 designation and over seven years of industry experience. Prior to joining Melissa Matson LLC, she operated her own advisory business and was involved with DanceCenter LLC. Melissa Matson LLC provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, investment companies, and retirement plans. The firm employs multiple analytical methods for investment decisions and reviews accounts quarterly, focusing on aligning portfolios with client risk tolerance and time horizon.

Marc Sultan is a financial advisor with Forthright Partners in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at OneNevada Credit Union, Cuso Financial Services, MSI Financial Services, Merrill, Fisher Investments, and Nuveen Fund Advisors. Forthright Partners offers investment advisory services and employer-sponsored financial education to individuals and corporate clients, employing client-centered and suitability-focused methods that include risk tolerance assessments, asset allocation, and a range of investment strategies. The firm provides retirement plan consulting, financial planning education, and workshops delivered both virtually and in person.

Scott Groskreutz is a financial advisor at SG Financial with five years of industry experience and a Series 65 credential. His prior experience includes roles at ASB Financial and Spring Mobile. He is also a managing partner at Annuity Fundamentals, LLC, where he trains and supports agents on fixed insurance products, and he acts as an agent referring clients to trust services through Integrated Trust Systems. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on business owners. The firm combines fundamental analysis and modern portfolio theory in its investment process and offers a planning-first engagement known as the SG Summit GamePlan for life and business-to-wealth alignment.

April Charles is a financial advisor at Urban Wealth Management (UWM) with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Veritas Independent Partners and Purshe Kaplan Sterling Investments. April has been with Urban Wealth Management Group LLC since 2017. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm serves a mix of individual and high-net-worth clients using a team-based model and a core-and-satellite investment approach with integrated financial planning for clients with $1 million or more in assets.

Kris Holm is a financial advisor with Holm & Cawley Financial Group LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Holm & Cawley Financial Group since 2009. Holm & Cawley Financial Group, LLC provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs fundamental analysis and public research to construct diversified portfolios across multiple asset classes, offering both long-term and short-term investment strategies tailored to client objectives.

Harold Green is a financial advisor at Brightree Wealth Management, LLC with 9 years of industry experience. He holds Series 63 and Series 65 designations and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold has worked at Brightree Wealth Management since 2019 and has prior experience at Guardian Pointe Private Wealth Management and Fresh Start Financial. Brightree Wealth Management serves individual and high-net-worth clients as well as pension and institutional clients, offering discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach, with investment programs that include equities, bonds, mutual funds, ETFs, REITs, and options-based strategies.

Samuel Kunz is a CFA® charterholder with five years of industry experience. He has been with Core Financial since 2020 and previously worked at the University of California. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning and consulting along with wrap-fee asset management, constructing portfolios using mutual funds, ETFs, individual securities, and a range of private and alternative investments.

Cort Barrett is a financial advisor at White Aspen Capital LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc, Bank of America, N.A., and Merrill. Barrett also owns Andesine Planning, a financial planning business that produces plans for individuals and registered investment advisors. 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 uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios across various asset classes and time horizons.

Melissa Ocean is a CFP® with 33 years of industry experience, currently serving at Abundant Wealth Strategies in Las Vegas, NV. Her prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, and Attanasio Capital Management. Outside of financial advising, she is involved in divorce consulting through two related businesses and leads a startup shoe company as CEO. Abundant Wealth Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning based on modern portfolio theory and individualized Investment Policy Statements. The firm offers a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities and allocates assets to third-party managers as part of its discretionary management approach.

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 with a Series 65 designation and one year of industry experience. Prior to his role at Paragon Investing, he worked at Finity and MHC Software and spent three years at Deloitte Consulting. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers both discretionary and non-discretionary managed accounts and tailors its investment process to client objectives, incorporating various strategies and asset types to preserve purchasing power over the long term.

Setu Mazumdar is a CFP® and Series 65 registered advisor with 17 years of industry experience. He has been with Physician Wealth Solutions since 2013, where he is the sole advisor. Physician Wealth Solutions is a fee-only, SEC-registered investment adviser serving individuals, families, and retirement plan sponsors. The firm employs a long-term, goals-based investment approach focusing on asset allocation, diversification, and tax-aware portfolio construction, while also providing integrated financial planning and ERISA fiduciary retirement plan consulting.

Yuko Du Bois is a financial advisor at McBroom & Associates, LLC with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Du Bois is also the owner of MIRU & Associates LLC, a business that provides accounting, bookkeeping, and small business administration services. McBroom & Associates offers discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis rooted in Benjamin Graham and David Dodd value principles with technical analysis to refine market timing, focusing on customized, buy-and-hold strategies aligned with 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.