Gregory Feese is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc., where he is also involved in an investment-related business, Legacy Wealth Management of Las Vegas. He is also licensed as an insurance agent offering fixed insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Jeremy Anderson is a financial advisor at The Wealth Consulting Group with 11 years of industry experience. He has held roles at WCG Wealth Advisors, LLC since 2017 and previously worked at Bank of America, N.A. from 2011 to 2017. Anderson holds Series 65 and Series 66 licenses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to a range of investment platforms, employing both active and passive strategies alongside algorithmic portfolio management and legal support services.

Robert Gray is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HRJ Gray Financial and Gray Financial. In addition to his advisory role, he is a licensed insurance agent and serves as Vice President of HRJ Gray Financial, an insurance agency specializing in life insurance and annuities. Encompass More Asset Management LLC serves individual and high-net-worth clients, providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jimmy Lee is a financial advisor at The Wealth Consulting Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Wealth Consulting Group and affiliated firms since 2014. Outside of his advisory role, he hosts a podcast titled "The Bull of Wall Street." The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager-of-manager programs, and integrates legal-services pathways alongside its advisory offerings.

Rickey Tiedemann is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Henderson, NV. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Berthel Fisher since 2012 and also leads BFC Planning, Inc. since 2017. Outside of his advisory work, he is a shooting instructor with the National Sporting Clays Association and is involved in the sale of vitamins and health products. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of customized investment platforms and strategies.

Cheryl Constantino is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2014. Cheryl holds a Series 66 license and operates out of Las Vegas, NV. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs across multiple custodial platforms.

Ricardo Alliman is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also involved in e-commerce through an ownership interest in an online retail business selling household and health products. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Leo Hamill is a CFA® charterholder with 28 years of industry experience. He is currently with RBC Securities, Inc. and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to an affiliated bank and related financial services, serving a diverse client base including high-net-worth individuals.

David Chandler is a financial advisor at IP Financial Advisory Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including JP Morgan Securities and Securities America. Outside of his advisory role, he volunteers with the Black Mountain Detachment 495 Marine Corps League. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolio construction and discretionary management, focusing on non-high-net-worth investors and retirement plan participants.

Carl Holly is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and has held a position at Vanderbilt Securities since 2002. He holds a Series 63 designation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services.

Stephanie Shafer is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Las Vegas, NV. Her prior experience includes roles at Sagepoint Financial, Inc., OSAIC, FSC Securities Corporation, and Woodbury Financial, Inc. She is affiliated with both The AmeriFlex Group and Cambridge Investment Research, Inc. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Christian Lemke is a CFP® professional with seven years of industry experience, currently affiliated with The AmeriFlex Group in Las Vegas, NV. His career includes roles at Cambridge Investment Research, Commonwealth Financial Group, and several other firms. Outside of his advisory work, his filings note real estate ownership in South Carolina. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized financial planning and portfolio management solutions, utilizing model allocations and both discretionary and non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Tony Brewer is a Certified Financial Planner™ with 17 years of industry experience. He is currently with The Wealth Consulting Group in Las Vegas, where he has worked since 2014. Prior to that, he was with LPL Financial and briefly with Cetera Advisor Networks. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party programs.

Craig Murrin is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including BlackPoint Capital Partners, Beacon Global Advisor Network, GWM USA, and Globaleye International Wealth Solutions. In addition to his advisory role, he is also a licensed insurance agent. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing customized asset management, financial planning, and retirement consulting services. The firm is noted for its pension-transfer capabilities for U.K. nationals and offers a range of investment solutions using third-party managed models and unified managed account platforms.

Aaron Oborn is a financial advisor with Concorde Asset Management, LLC in Boulder City, NV, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at several firms including Bangerter Financial Services and Yalecrest Capital Management. Outside of advising, he is the managing director of ReMax Commercial Solutions, specializing in commercial real estate brokering. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm employs model-based strategies and serves as an overlay manager, integrating platforms such as Envestnet and Orion in building tailored investment portfolios.

Robyn Repetti is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Osaic Wealth, LPL Financial, and Princor Financial Services Corporation. She also serves as president of Doroshow Insurance, an insurance agency specializing in health, life, disability, dental, and vision products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers with a focus on long-term fundamental analysis.

Daniela Dunne is a financial advisor at The AmeriFlex Group in Las Vegas, NV. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Anderson Financial Solutions & Insurance Services and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via diverse investment platforms and manager relationships.

Hannah Buschbom is a CFP® with 15 years of industry experience, currently serving at The AmeriFlex Group. Her work history includes roles at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Ameriflex Financial Services. She is the founder of The W Source, a networking organization, and is also an author and speaker. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.