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.

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.

Michelle Konstantarakis is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has been with The Investment Counsel Company in Las Vegas, NV since 2003. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using fundamental analysis with investment strategies tailored to various client objectives.

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with thematic options and integrates portfolio management with affiliated banking and brokerage entities.

Richard Reed is a financial advisor at Forthright Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sequent Planning, Bank of the West, and Securities America Advisors. In addition to his advisory role, he is involved with Forthright Capital Partners as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management through model portfolios and incorporates outside managers when appropriate, with regular account reviews and an emphasis on due diligence and monitoring.

Brian Buckley is a financial advisor at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.

Andrew Woodman is a CFP® and Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.

Kevin Holmes is a financial advisor at Black Card Circle with 12 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed Inc. from 2015 to 2021. Holmes is also associated with various insurance carriers through W&R Insurance Agency. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and written financial planning, operating as a team of six advisors that follow a Modern Portfolio Theory approach with diversified allocations and non-discretionary, trade-by-trade client consent execution.

Michael Pride is a Series 65-licensed advisor at Palisade Investments, LLC with seven years of industry experience. He previously worked at Integrated Money Management from 2019 to the present and at Rebel Systems Inc. from 2016 to 2019. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans and other institutional clients. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering both discretionary and non-discretionary management across multiple office locations.

Jacob Olaveson is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Eagle Eye Produce and Progrexion, as well as teaching at Brigham Young University Idaho. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, along with retirement plan advisory for employer plan sponsors. The firm’s investment approach emphasizes passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternatives where appropriate.

Benson Blake is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. Prior to joining Arista, he worked at Commonwealth Financial Network and Merrill Financial Associates, and has a background at KPMG LLP. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks, favoring passive, index-based allocations alongside active third-party managers and alternative strategies when appropriate.

Gerard Magee Jr. is a financial advisor with SimplyRIA Advisor Network based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory career, he served 21 years in the United States Air Force. Magee is also involved as a principal advisor at Imagine Advisors LLC and works in insurance sales and compliance at Imagine Financial Group. SimplyRIA Advisor Network operates as an RIA-aggregator supporting independent practices with tailored portfolio management for individuals, trusts, estates, and qualified retirement plans. The firm utilizes a combination of active and passive strategies, third-party sub-advisers, and alternative investments to meet client objectives.

Ryan Tape is a financial advisor at Black Card Circle with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. from 2015 to 2018. Outside of advising, he serves as Treasurer for the Gold Coast Golf Association. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and financial planning based on Modern Portfolio Theory, managing accounts on a non-discretionary basis with client approval required for each transaction.

Stephanie Larson is a financial advisor at Winans Investments with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Winans Investments, she worked at Franklin Templeton Investments and Bank of the West, a BNP Paribas affiliate. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a quantitative and technical investment approach based on screening thousands of publicly traded companies to construct growth and fixed-income portfolios.

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Investment House and its related fund since 2009, serving as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management to individual, high-net-worth, institutional, and pooled clients, managing registered investment companies, an ETF, and private funds. The firm employs client-specific investment policies implemented through a mix of fundamental analysis and sector selection across multiple strategies.

Lisa Bacon Soiberg is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, with 28 years of industry experience. She has held positions at Arista Wealth Management since 2017 and previously worked at UBS Financial Services Inc. from 2012 to 2017. She holds the Series 63 designation. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, generally favoring passive, index-based allocations with low-cost mutual funds and ETFs, while also utilizing active third-party managers and alternative strategies when appropriate.

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.