Diana Heu is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, and SAGEPOINT FINANCIAL, Inc. She also serves as president of AmeriFlex Group Securities, Inc. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning using a variety of model allocations and manager relationships, with client accounts held at multiple custodians and monitored regularly.

Kimberly Matley Threat is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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.

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.

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.

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.

William Waight is a CFP® professional with 27 years of experience at JMG Financial Group Ltd in Henderson, NV, where he has worked since 1999. He holds Series 63 and Series 65 licenses and serves as a financial advisor within a multi-team environment. JMG Financial Group provides wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers additional services such as in-house tax consulting and private investment fund advice.

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.

Jesse Kurrasch is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Ameriflex Financial Services, and Sagepoint Financial. Outside of his advisory role, he owns Offroad Aviation, LLC, a business based in Las Vegas. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. 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 manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Guardian Life Insurance Company of America. In addition to her advisory role, she is a licensed life and health insurance agent and is involved in real estate transactions as a licensed real estate agent. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with asset management, financial planning, retirement plan consulting, and other services. The firm manages portfolios using a range of securities and employs third-party managers when appropriate, catering to individuals, trusts, pension plans, and businesses.

Scott Mrozek is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vanderbilt Securities, Western International Securities, National One Tax Advisors, and Financial West Group. Outside of advising, he is a part owner of National One Tax Advisors and National One Insurance Advisors, and he is involved in a small local dessert business. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment solutions combining strategic asset allocation with fundamental and technical analysis, and it maintains a range of industry affiliations including a broker-dealer and insurance entities.

Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

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.