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.

Hadrick Green is a financial advisor at Brightree Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Massachusetts General Hospital, University of Massachusetts Lowell, Los Alamos National Laboratory, and the Massachusetts Institute of Technology. Brightree Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on the Rapid Retire program, which uses a flooring technique and multi-bucket strategy to align investments with clients’ cash-flow needs, supported by ongoing portfolio monitoring and analytic tools.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at OneNevada Credit Union and CUSO Financial Services, LP for nine years before retiring briefly in 2024. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm generally manages assets on a non-discretionary basis and offers services including retirement plan design, participant education, and limited financial planning engagements.

Scott Groskreutz is a financial advisor at SG Financial in Henderson, NV, holding a Series 65 designation with four years of industry experience. He has worked at SG Financial since 2021 and at SG Retirement Planning LLC since 2025. Outside of his advisory role, he is the managing partner of Annuity Fundamentals, LLC, where he trains and supports agents on fixed insurance products. SG Retirement Planning LLC offers discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients, combining fundamental analysis and modern portfolio theory primarily through ETF investments. The firm also integrates insurance product recommendations and provides ongoing portfolio monitoring and regular client reporting.

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 eight years of industry experience. He holds Series 63 and Series 65 licenses and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold also spends time working with fixed insurance products including annuities, life insurance, and Medicare supplements. Brightree Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on a retail retirement framework called the Rapid Retire program, which uses a multi-bucket strategy to align investments with cash-flow needs and includes ongoing portfolio monitoring and risk assessment.

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.

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.

Setu Mazumdar is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He has been with Physician Wealth Solutions since 2013, where he is the sole advisor. The firm is physician-led and specializes in serving individuals, families, and retirement plan sponsors. Physician Wealth Solutions is a fee-only, SEC-registered investment adviser that provides discretionary investment management and integrated financial planning. The firm employs a long-term, goals-based approach focused on asset allocation, broad diversification, and tax-aware portfolio construction.

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 in Henderson, NV, holding a Series 65 designation with six years of industry experience. He previously worked at Quantitas Capital from 2014 to 2020 before joining QCI Partners. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans, focusing on discretionary portfolio management and non-discretionary retirement plan consulting. The firm emphasizes risk management within a value-oriented framework and utilizes a combination of top-down and bottom-up analysis to identify special-situation, catalyst-driven opportunities across various asset classes.

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.