Ryan Tape is a financial advisor at Black Card Circle with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. from 2015 to 2018. Outside of advising, he serves as Treasurer for the Gold Coast Golf Association. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and financial planning based on Modern Portfolio Theory, managing accounts on a non-discretionary basis with client approval required for each transaction.

Stephanie Larson is a financial advisor at Winans Investments with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Winans Investments, she worked at Franklin Templeton Investments and Bank of the West, a BNP Paribas affiliate. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a quantitative and technical investment approach based on screening thousands of publicly traded companies to construct growth and fixed-income portfolios.

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with The Investment House LLC since 2012 and has held roles at related entities, including The Investment House Funds and GKM Advisers. He also serves as Secretary and Chief Compliance Officer for The Investment House Funds. 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 offers a range of strategies implemented through fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with a team of eight advisors.

Lisa Bacon Soiberg is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, with 28 years of industry experience. She has held positions at Arista Wealth Management since 2017 and previously worked at UBS Financial Services Inc. from 2012 to 2017. She holds the Series 63 designation. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, generally favoring passive, index-based allocations with low-cost mutual funds and ETFs, while also utilizing active third-party managers and alternative strategies when appropriate.

Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007, where he is part of an eight-advisor team based in Las Vegas, NV. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach with periodic rebalancing and discretionary oversight of third-party money managers, integrating financial planning into its portfolio services.

Bernadette Mashas is a financial advisor at The Investment Counsel Company with Series 63 and Series 65 credentials and three years of industry experience. She has worked at The Investment Counsel Company since 2022 and previously spent thirteen years at Fair, Anderson & Langerman. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting with a focus on fundamental analysis and both long- and short-term investment strategies. The firm manages over $2.18 billion with a small advisory team and emphasizes a formal Artificial Intelligence policy alongside cybersecurity and privacy safeguards.

Jacob Carr is a Series 65 licensed financial advisor with Arista Wealth Management, LLC in Las Vegas, NV, bringing one year of industry experience. Prior to joining Arista, he worked at Diversify Wealth Management and has held roles outside the financial industry, including positions at Six Brothers Pest Control and The Church of Jesus Christ of Latter-day Saints. Arista Wealth Management provides financial planning and wealth management to individuals and high-net-worth clients, along with retirement plan advisory services for employer plan sponsors. The firm emphasizes a research-based investment approach using passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investment options.

Kenton Fenno is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Bauman Financial Group and related entities since 2017 and operates a sole proprietorship focused on insurance sales and related services. Bauman Wealth Advisors offers personalized discretionary investment management for individuals, high-net-worth clients, and various entities. The firm integrates financial planning with portfolio management, using a range of investment strategies informed by fundamental, technical, and cyclical analysis.

James Thomas is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Axos Invest, Inc. in Las Vegas, NV. He has seven years of industry experience, all with entities affiliated with Axos, including Axos Bank and Axos Invest. Axos Invest, Inc. provides automated discretionary portfolio management to retail individual clients through its website and mobile apps, utilizing model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s investment approach involves lifecycle-based asset allocation models, ongoing monitoring, and options for client customization, supported by its Axos Portfolio Management Group.

Austin Rogers is a financial advisor with WT Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation and four years of industry experience. Prior to joining WT Wealth Management, he worked at Field Works and Sprout's Farmers Market. He is the owner of Pinstripe Investments, LLC, through which he manages client investment accounts and personal finances. WT Wealth Management is a multi-advisor firm managing approximately $419 million for more than 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based strategies that include equities, ETFs, mutual funds, and fixed income, supplemented by affiliated tax, legal, and insurance services.

Clifton Yasutomi is a financial advisor at Mission Financial Group, LLC in Las Vegas, NV, with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Independent Financial Group, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory role, he serves as Secretary on the board of The Salvation Army Honolulu, participating in board development and acting as a liaison to the organization's young professional group. 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 using a variety of analytical techniques and investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Lori Chittenden is a CFP® professional with 25 years of industry experience, currently serving at Buckley Wealth Management since 2017. Her prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Merrill. Outside of her advisory work, she is involved as a general partner in a family farming operation. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach, including the use of alternative investments and third-party managers, with ongoing portfolio monitoring and rebalancing.

Vincent Valeriano is a financial advisor at National Wealth Management Group, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. Valeriano is also a member of the disaster assistance response team for Samaritan's Purse, a role he has held since 2017. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm offers tailored, long-term investment strategies and comprehensive financial planning through a network of advisors and multiple program platforms.

Vincent Garaventa is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Bauman Wealth Advisors in Las Vegas, NV, and has prior experience at Mercer Global Advisors, Fidelity, TD Ameritrade, and Ameriprise. Bauman Wealth Advisors provides personalized discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm integrates financial planning with portfolio management, utilizing a discretionary investment approach informed by fundamental, technical, and cyclical analysis.

Todd Udall is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has served at West Ridge Advisors since 2017. In addition to his advisory role, Udall operates Udall CPA Group PLLC, an accounting firm he has managed since 2011. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management with a focus on global diversification, tax efficiency, and low-cost investment vehicles. The firm operates as an 11-advisor team managing approximately $396 million in client assets and provides retirement plan consulting along with educational workshops.

Adam Dawson is a CFP® with 25 years of experience in the financial industry. He has worked at Capstone Capital Wealth Advisors since 2016 and previously spent 21 years with Guardian Life Insurance Company of America. Dawson is the author of two investment-related books, *Timeless Principles of Financial Security* and *Chasing Chances.* 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 plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

Kerri Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Kingsbridge Wealth Management since 2012. Dunn is also involved with Kingsbridge Trust Company and Kingsbridge Companies, both since 2010. Kingsbridge Wealth Management, Inc. serves individuals, trusts, estates, charitable organizations, and corporations through discretionary separately managed accounts and financial planning, typically working with clients who have multimillion-dollar assets. The firm employs systematic asset allocation and global diversification using indexed exposures, ETFs, individual bonds, and occasional third-party managers, and it sponsors private funds through affiliated entities.

Timothy Bock is a financial advisor at Adaptive Wealth Engineering with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Summit Portfolio Management since 1999. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for around 113 clients. The firm uses an evidence-based investing framework focused on academic research, global diversification, and factor exposures, serving individuals, pension plans, and other business entities.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. 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, diversification, and offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. 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 for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.