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 24 years of industry experience, currently serving at Buckley Wealth Management, LLC since 2017. Prior to joining Buckley, she worked at Morgan Stanley from 2013 to 2017. Outside of financial advising, she is a general partner in a family farming operation. Buckley Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $583 million on a discretionary basis. The firm employs a combination of fundamental and technical investment methods, including cyclical analysis and charting, and offers a range of planning services alongside portfolio management.

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.

Wayne Woodman is a financial advisor with The Investment House LLC and holds a Series 63 designation. He has 23 years of industry experience, including 14 years with The Investment House LLC. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs fundamental analysis and top-down sector selection across multiple strategies, managing registered investment companies, an ETF, and private funds with over $2 billion in client assets.

Vanessa Medina is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 65 designation. She has experience in wealth management and financial services dating back to 2017, with prior roles at Cornerstone Wealth Management and Arista Wealth Management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs client-specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to manage approximately $192 million in assets.

Cameron Steed is a financial advisor at West Ridge Advisors in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. He also works as an associate at Udall CPA Group, a CPA firm specializing in tax preparation. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management with a focus on global diversification, tax efficiency, and low-cost investment vehicles.

Rebecca Goebel is a financial advisor with TCP Asset Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2000 to 2024. Outside of her advisory role, she is co-owner of a vacation rental cabin generating rental income. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm manages accounts on a discretionary basis using tailored allocations and multiple sub-advisers, supporting a 25-advisor team across 11 offices with over $1 billion in client assets.

David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.

Michael Cook is a financial advisor with Mission Financial Group, LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and Cardinal Financial. Outside of his advisory work, he serves as a general partner at Secure Yield LLC, where he is involved in real estate business development and project evaluation. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages discretionary accounts and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, and alternative products.

Lotay Yang is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Black Card Circle in Las Vegas, NV. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. Outside of finance, he is involved in the entertainment industry as an actor and executive producer of the Hollywood motion picture "The Razor's Edge," starring Tommy Lee Jones and James Franco. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm operates as a team of six advisors, providing portfolio management and financial planning using a non-discretionary, client-directed execution model that emphasizes diversified allocations and periodic rebalancing aligned with Modern Portfolio Theory.

Blaine Vose is a financial advisor with Tactive Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Dynamic Wealth Advisors and Gifford Planning Strategies. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a hybrid model that combines a robo-advisor platform and advisor-led investment strategies based on tactical asset allocation and the Black-Litterman framework.

Trevin Meredith is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Soltis Investment Advisors, JT SWPPP, Utah Tech University, and K-One Solutions. Meredith also served as a volunteer on a church mission for two years. 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 employs an investment approach grounded in academic research and modern portfolio theory, utilizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

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.