Brandon Cruz is a financial advisor at Adaptive Wealth Engineering with six years of industry experience. He holds the Series 66 designation and has worked at Summit Portfolio Management and Ameriprise Financial Services. Outside of finance, Cruz has held various roles including involvement with Archies Bar and Grill and First In The Pack. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and risk assessment, primarily implementing portfolios with ETFs and mutual funds.

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.

Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.

Brittany Jerez is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes five years at Harrison Drywall before joining Winans Investments. Winans Investments offers discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm utilizes quantitative and technical analysis to construct diversified growth and fixed-income portfolios, serving both non-high-net-worth and high-net-worth clients.

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.

Steven Druckman is a financial advisor with WealthPLAN Partners in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Securities America, Inc., Insight Private Advisors, LLC, and APW Capital. Outside of advising, he is an accountant at his father's CPA firm, Gerson R Druckman, CPA, LLC, where he prepares personal and corporate tax returns and provides tax consultations. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a “Strategy Diversification” investment approach, managing accounts on a discretionary basis with tools such as third-party sub-advisers, automated rebalancing, and tax-loss harvesting.

Charis Mc Lemore is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation. Mc Lemore has been with Winans Investments since 2026 and previously worked at Key Advantage. Outside of advisory work, Mc Lemore has experience in education, including roles at the University of Nevada Las Vegas and the College of Southern Nevada. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm uses a quantitative and technical approach, focusing on long-term growth and managing portfolios through proprietary systems and models.

Nicholas Pirsos is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners and Forthright Capital Advisory since 2023, following prior roles at MRA Advisory Group and TIAA. Outside of advisory work, he is involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and may engage outside managers, providing services including financial planning and employee benefit plan consulting.

Joel Hanson is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems for six years. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across diverse client relationships. The firm provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities, utilizing derivatives and borrowing strategies within separately managed accounts.

Jeffrey Fiore is a financial advisor at Your Choice Financial LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management, Gradient Advisors, and NLS Insurance. Fiore also operates Fiore Wealth Management Group and has a long-standing connection with Herbalife International through an independent distributorship. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic investment approach combined with tactical decisions and utilizes a variety of analytical methods and investment instruments across its six-office footprint.

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.

Connie Densmore is a financial advisor with Foundations Investment Advisors LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Questar Capital Corporation and Questar Asset Management from 2006 to 2019, as well as involvement with Signature Wealth & Tax since 2015. She also holds a real estate salesperson license and participates in precious metals investment as an agent, adding diversification options for clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in delivering its services.

Andrew Dejong is a financial advisor with IPI Wealth Management, Inc. in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Woodstock Financial Group, Sagepoint Financial, and Icm. Outside of advising, he also operates a health and Medicare insurance brokerage and works as a rideshare driver. IPI Wealth Management serves individuals, businesses, and retirement plans by providing investment management, financial planning, and access to third-party asset managers. The firm employs an open-architecture investment approach with proprietary model portfolios and offers a range of advisory services, including ERISA 3(21) and 3(38) options.

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.

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.

Christian Smissen is a CFP® and CFA® charterholder affiliated with Lifeworks Advisors, LLC in Las Vegas, NV, with four years of industry experience. His prior roles include positions at Bauman Advisory Group, Arista Wealth Management, and multiple roles within Charles Schwab entities. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified mutual funds, ETFs, third-party managers, and AI-supported research, and integrates tax and accounting capabilities alongside proprietary technology to support its advisory services.

Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.

Ryan Paugh is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Advisors since 2017, following prior roles at Stratos Wealth Partners, J.P. Morgan Securities, Chase Investment Services Corp., and Raymond James & Associates. Outside of his advisory role, he is the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors is an SEC-registered multi-team advisory firm with approximately 71 advisors, managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering customized portfolio management and a variety of financial planning and consulting services.