Curtis Udall is a financial advisor at West Ridge Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at PricewaterhouseCoopers. In addition to his advisory role, he is the managing member of two real estate investment companies and operates a tax and accounting firm, Udall CPA Group PLLC. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm emphasizes a Modern Portfolio Theory approach with global diversification, tax efficiency, and low-cost vehicles, and offers personalized indexing through a partnership with Vanguard.

Aniruddha Ray is a financial advisor at MDX Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and UBS Financial Services. Outside of advising, he owns a film production company involved in production and acting. MDX Wealth Management is an independent registered investment adviser serving individuals, trusts, pensions, foundations, and businesses. The firm employs a fundamentally driven, long-term investment approach supplemented by tactical tools and operates through multiple offices and advisory brands across several states.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.

Vern Barkdull is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding a Series 65 designation and seven years of industry experience. He has worked with Preferred Retirement Options since 2018 and has been a self-employed insurance agent and partner at Barkdull Financial Group since 2008. Vern manages insurance policies for clients and oversees other agents within his insurance business. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, offering financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management and trading while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Edmund Gifford Jr. is a CFP® with 20 years of experience in the financial services industry, currently serving at Tactive Advisors, LLC in Las Vegas. He has held roles at several firms including Raymond James Financial Services Advisors, Inc. and USA Financial Securities Corp. since 2009. He is also the owner of The Gifford Group, LLC, where he markets and sells fixed and fixed index annuities, life insurance, and long-term care and disability insurance. Tactive Advisors serves a diverse client base including individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a hybrid model combining robo-advisory services and advisor-led structured portfolios. The firm employs a tactical asset allocation approach grounded in the Black-Litterman framework, managing both discretionary and non-discretionary assets.

Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. In addition to his advisory role, he maintains a paralegal position at Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm uses fundamental analysis and customized strategies aligned with client goals and risk tolerance, supporting about 455 clients with nearly $292 million in assets across a five-advisor team.

Peter Vlahakis Jr. is a financial advisor at Horter Investment Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horter since 2016. In addition to his advisory role, he owns and operates an independent insurance agency focused on the sales and marketing of insurance products. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager approach supported by an Investment Committee and offers access to proprietary mutual funds and alternative investments as part of its ongoing portfolio supervision.

Justin Mackie is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management LLC for nine years. Outside of his advisory role, he is involved in managing agricultural and transport assets through several LLCs including Mackie Ranch LLC and Ranch Holdings, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses multiple platform providers and conducts ongoing due diligence to tailor portfolios to client objectives.

Bret Ferrante is a financial advisor with Black Card Circle in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Black Card Circle since 2018 and previously worked with John Miller and John Manocchio. Outside of advisory work, Ferrante serves on the board of the Rotary Club of Greater Van Nuys and is a member of the Rotary District 5280 Finance Committee. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations with portfolio management and financial planning. The firm follows Modern Portfolio Theory with diversified allocations and manages client accounts on a non-discretionary basis, requiring client approval for individual transactions.

Tracy Dibble is a financial advisor at Whitwell Advisors with one year of industry experience and holds the Series 65 designation. Prior to joining Whitwell & Co., LLC, Tracy worked at Total Tax, Inc., Canyon Ridge Group, LLC, and Greenback Expat Tax Services. Outside of advisory work, Tracy is the managing member of VEUE, LLC, a tax preparation and administrative services business. Whitwell & Co. is an SEC-registered wealth management firm serving individuals, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and family office services. The firm employs both fundamental and technical analysis to construct ETF- and stock-based portfolios and supports affiliated advisers through operational and compliance oversight.

Diana Yanez is a CFP® professional with four years of industry experience, currently advising at Natural Investments since 2022. Prior to joining Natural Investments, she worked at RTD Financial and has additional experience in financial empowerment coaching as the founder of All the Colors, an initiative focused on coaching and education for individuals, couples, and groups. Natural Investments is a values-focused advisory firm that provides financial planning and portfolio management for individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and integrates client preferences on social and environmental factors into its portfolio construction.

Ronald Snider is a financial advisor with Capital Synergy Partners in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Capital Synergy Partners since 2010. Outside of advisory work, he owns an insurance sales business and serves as president of a real estate management company. Capital Synergy Partners serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, consulting, and access to third‑party money managers. The firm operates with dual RIA and broker‑dealer registrations, providing a range of investment and insurance products through a primarily non‑discretionary advisory approach.

Jason Waugh is a CFP® with six years of experience in financial advising at Cassady Wealth & Retirement Planning L.L.C. He has worked with Cassady Law Offices since 2023 and previously held positions at Medical Innovations and Young Life Las Vegas. Waugh also contributes to estate planning in a paralegal capacity. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, comprehensive financial planning, and advanced estate and retirement-plan services. The firm uses fundamental analysis alongside long- and short-term strategies, providing both model-driven and custom portfolio solutions for approximately 455 clients with $292 million under management.

John Cooley is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Colorado Financial Service Corporation since 2011 and is also president of Success Continuing Education, a role he has held since 2002. Additionally, he owns and operates consulting and personal real estate management businesses. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm customizes portfolios using mutual funds, ETFs, stocks, and bonds and offers both discretionary and non-discretionary account management, utilizing advisor and third-party research.

Heidi Thornton is a financial advisor with Integrity Advisory Solutions in Las Vegas, NV, holding a Series 65 credential and one year of industry experience. She has worked at Partners Life since 2017 and also serves as a Life & Health Insurance Agent, assisting clients with Medicare plans alongside her husband. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing fundamental and technical analysis and multiple asset-allocation strategies.

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.

Kyle Chapman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. His prior experience includes roles at American Trust Investment Services, Clarity Capital Partners, and WestPark Capital. In addition to his advisory work, he is an independent insurance agent based in Henderson, NV. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach.

Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.

Jason Stuhmer is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He held prior roles at SkyOak Wealth Management and Country Financial. Stuhmer serves on the board of trustees and the financial management committee of Nasri Academy for Gifted Children, a private school offering K-8 education. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and combines Modern Portfolio Theory with quantitative and qualitative analysis in its investment approach.