Philip Tom is a financial advisor at Hohimer Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets, LLC for 10 years. Hohimer Wealth Management, LLC serves individuals, including high net worth clients, as well as various institutional and family entities. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across a range of asset classes, and integrates alternative pooled investments while providing discretionary and limited non-discretionary portfolio management.

Randy Garcia is a financial advisor at The Investment Counsel Company of Nevada with 32 years of industry experience. He has been with the firm since 1988 and holds Series 63 and Series 65 designations. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individual clients, pension plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with diversified allocations across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Kenneth Clark is a financial advisor with Investor Fan in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark also works as an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and coordinates client portfolios with other professional advisors.

Nicholas Hickly is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV, since 2015, where he works as part of a seven-advisor team. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and specialized searches for qualified plan providers and independent managers. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers services on a fee-only or hourly consulting basis.

Vincent D Addona is a financial advisor at Bull Harbor Capital LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as a board member of Finseca and is involved as a partial owner in companies focused on behavioral finance and financial technology. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a diverse range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and options.

Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Arista, he worked at Fidelity Investments and has held various roles across different sectors. 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 relies on passive index allocations and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

William Barton is a Series 65-licensed advisor at The Investment Counsel Company in Las Vegas, NV, with experience beginning in 2024. Prior to joining the firm, he worked for 26 years with the Clark County School District. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Damondrick Jack is a Series 65-licensed financial advisor with Abundo Wealth in Las Vegas, NV, bringing two years of industry experience. His background includes roles at Bingham, Osborn, & Scarborough, LLC, Mercer Advisors, and work with nonprofit organizations such as The AFE Society and StreetCode Academy. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on cash flow, retirement, estate, and tax planning without requiring an asset minimum. The firm employs a passive, low-cost index fund approach based on a Semi-Strong Form Efficient Market hypothesis and structures its advisory services on a subscription basis across a network of 11 offices.

Kenneth Winans is a financial advisor at Winans Investments with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Winans International since 1992. Outside of his advisory role, he serves as president of The W Foundation, a nonprofit organization dedicated to preserving and promoting space history through exhibits. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offering personalized strategies, model-based programs, and sub-adviser arrangements.

Jordan Naffa is a financial advisor at Arista Wealth Management, LLC with 11 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Arista in 2023, he worked at Portfolio Advisors, Inc. for six years. He is also a licensed insurance agent. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, primarily using passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He is also involved in several related businesses, including managing member of Bauman Tax Solutions, LLC and loan originator at Anchor Mortgage. Bauman serves as manager of APA, LLC dba Asset Protection of America. Bauman Wealth Advisors provides personalized discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning with portfolio management, using a range of strategies informed by fundamental, technical, and cyclical analysis, and maintains custody through institutional custodians.

Matthew Ravenscroft is a Series 65-licensed advisor with Adaptive Wealth Engineering in Las Vegas, NV, and has seven years of industry experience. He has worked at Summit Portfolio Management since 2019 and also holds a full-time position as an electrical engineer at DMI Engineers. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for individuals, pension and profit-sharing plans, and other business entities. The firm employs an evidence-based investing framework emphasizing global diversification, factor exposures in equities, and uses investment-grade bond funds to mitigate volatility.

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.

Paul Moffat is a financial advisor at Arista Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Arista since 2006. Outside of his advisory role, Moffat is a licensed insurance agent and serves on the Board of Trustees at Southern Virginia University. He also has ownership interests in a pest control company and several personal real estate ventures. Arista Wealth Management advises individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations while also utilizing active managers and alternative strategies when appropriate.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. 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, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Sabrina Hayes is a financial advisor at Forthright Capital with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities, First Command Financial Planning, Ethne Solutions, and Allstate Insurance. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management, model portfolios, and outside managers when appropriate.

Justin Ajimine is a financial advisor at The Investment Counsel Company with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for 16 years before joining his current firm in 2021. Outside of his advisory role, he is registered as an independent insurance agent. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis and a range of investment strategies across various asset classes, managing over $2.18 billion with a seven-advisor team.

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.