Alexis Miranda is a CFP® and holds a Series 65 license with two years of industry experience. Alexis currently works at Ducere Wealth Management and has previously been employed at The Investment Counsel Company, Kiko Milano, and the University of Nevada, Las Vegas. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth clients, including families, business owners, and certain corporations, focusing on accredited investors and qualified purchasers. The firm uses a long-term strategic asset allocation approach with tactical adjustments, emphasizes tax-efficient strategies, and incorporates alternative investments alongside comprehensive financial planning and estate services.

Cameron Dunaway is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at Finance of America Mortgage, Mortgage Solutions Financial, Penn National Gaming, Pinnacle Entertainment, and Bellagio. Outside of financial advising, he operates a notary services business. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million in discretionary assets and employs a multi-disciplinary investment approach that includes fundamental and technical analysis, as well as the use of third-party managers and fiduciary oversight.

Adam Corrie is a financial advisor at Capstone Capital Wealth Advisors with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Capstone, he worked at Breakout Implementation Inc. for five years and Gilbert & Cook, Inc. for four years. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on clients' goals, investment history, family composition, and risk tolerance.

Fionn Allen is a financial advisor at Adaptive Wealth Engineering based in Las Vegas, NV, holding a Series 65 credential. Allen has experience at Summit Portfolio Management and has worked in various roles outside the financial industry, including positions in education and hospitality. Adaptive Wealth Engineering provides discretionary portfolio management and comprehensive financial planning to individuals, retirement plans, and businesses. The firm utilizes an evidence-based investing framework with a focus on global diversification and factor-aware equities, maintaining a relatively small client base to support concentrated advisor-client relationships.

Sergio Torres is a financial advisor at Confidence Wealth Management, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked in the retail and luxury goods sectors, including positions at Stuart Weitzman, Tiffany & Co, and Givenchy. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities with approximately $344 million in discretionary assets. The firm provides tailored investment advice with a long-term, buy-and-hold approach, incorporating ETF/ETP-based strategies for diversification and downside protection.

Andrew Whalen is a financial advisor with Whalen Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and National Planning Corporation. Outside of advising, he is the author of a book titled *Confessions of a Wealth Manager*. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $192 million, using client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory, implementing strategies through mutual funds, equities, fixed income, and ETFs.

Michael Nestman is a CFP® professional with 14 years of experience, currently serving as an advisor at West Ridge Advisors. He has been with West Ridge Advisors since 2015 and is also a partner and shareholder at Udall CPA Group, PLLC, where he is not a practicing accountant. Outside of financial advising, he is involved in several business activities including an insurance agency and a payroll services company. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, offering globally diversified, tax-efficient portfolios tailored to clients’ objectives and risk tolerance.

Aaron Davis is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and having 10 years of industry experience. He has worked at Preferred Retirement Options since 2018 and has been associated with Barkdull Financial Group since 2015, where he also serves as an insurance agent managing client insurance policies. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management, while Preferred Retirement Options maintains client relationships and offers services such as portfolio analysis and public educational seminars.

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.

Parker Schmidt is an associate advisor at Cassady Wealth & Retirement Planning L.L.C. with one year of industry experience. He serves as Director of Finances for Estate Home Management, a luxury property management firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary asset management, comprehensive financial planning, advanced estate planning, and ERISA retirement-plan services. The firm manages approximately $292 million in assets across about 455 clients through a team of five advisors.

Fraser Inouye is a financial advisor with West Ridge Advisors in Henderson, NV, holding a Series 65 designation and nine years of industry experience. He is also the principal of Inouye CPA LLC, an accounting firm he has operated since 2018, and is a shareholder in Mint Payroll, LLC, a payroll services company. Additionally, Inouye holds a longstanding insurance agent license, providing insurance products on a limited basis. West Ridge Advisors serves individuals, including high-net-worth clients, and retirement-plan sponsors with investment advisory and financial planning services. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and offers tailored financial planning and portfolio management.

Jasen Cassady is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding the CFP® and Series 63 designations with 20 years of industry experience. He also operates Cassady Law Offices, providing legal services since 2002. Cassady serves as principal and CEO at his firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $292 million in assets for around 455 clients. The firm offers discretionary and non-discretionary asset management, financial planning, advanced estate planning, and ERISA retirement-plan services, using a combination of fundamental analysis, model-driven solutions, and custom allocations tailored to clients’ goals.

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 with Forthright Capital possessing Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Sequent Planning, LLC and Bank of the West. Reed is also involved as an insurance agent soliciting individual life insurance and fixed annuity products outside of his advisory role. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and outside managers when appropriate, with client portfolios tailored to individual investment policy statements.

Brian Buckley is a financial advisor with Buckley Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Buckley serves on the Advisory Board of the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the Investments & Wealth Institute appeals board. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis, employing a blend of fundamental and technical investment methods and offering business-oriented planning services alongside comprehensive portfolio management.

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.