Steven Roeth is a financial advisor at Redhawk Wealth Advisors, Inc. based in Las Vegas, NV, with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Roeth also serves as a bishop at the Southern Hills Church of Jesus Christ of Latter-Day Saints, providing temporal and spiritual support to members of his congregation. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm’s investment approach centers on strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporates third-party signals for certain strategies while retaining final discretionary authority.

Andrew Rores is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cambridge Investment Research, Sagepoint Financial, OSAIC, and Ameriprise Financial Services. He serves as a committee member for Saint Anthony Greek Orthodox Church. 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, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

David Hehn is an investment advisor at NWF Advisory Services Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Crown Capital Securities. Outside of his advisory role, Hehn serves as a senior financial analyst for a private real estate group, where he builds financial budgets and models. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Peter Giacona Jr. is a financial advisor with RBC Securities, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at City National Securities, U.S. Bancorp Investments, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he owns and operates a print-on-demand arts business on Etsy. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services across a broad financial services group affiliated with a bank parent.

Jeffrey Leonard is a financial advisor at Tucker Asset Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2016. Prior to this, he spent eight years at Brookstone Capital Management. Leonard is also involved in insurance and fixed annuity sales through American Benefits and Management Group, which he has been associated with for 19 years, and he owns Concepts Retirement Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macroeconomic approach to portfolio construction and utilizes a broad range of investment strategies, including alternative investments and direct indexing.

Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.

Jason Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 20 years of industry experience and has been with The Wealth Consulting Group and LPL Financial since 2014. He is also a principal at Gamett & King, a CPA firm specializing in tax preparation and accounting. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party programs across multiple custodial platforms.

David Conard is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Harvest Investment Services and PlanMember Securities Corporation. Outside of his advisory work, he has been involved in financial advisory product sales and insurance services through his self-employed business and BMS Financial, Insurance and Tax Services. He also works as a rideshare driver for Uber. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm offers investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

William Goldman is a financial advisor at Brookwood Investment Group with two years of industry experience. He holds a Series 65 designation and has worked at Brookwood since 2025. Prior to that, he was affiliated with Redwood Private Wealth LLC and Gold Federal Advisor, and he spent 13 years at Yeshiva Day School of Las Vegas. Goldman is also a licensed insurance producer specializing in fixed insurance products, life insurance, and fixed annuities. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Charles Schwarz III is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 63 designation and 14 years of industry experience. He has worked with LPL Financial since 2012 and previously with Jackson Hewitt Tax Service. Schwarz is a part-owner of a spouse's business unrelated to investment activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive investment options, model portfolios, and algorithmic guided wealth services.

Michael Pashak is an investment adviser representative at The AmeriFlex Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Sagepoint Financial, LPL Financial, and Mutual Bank of Omaha. He is also involved in insurance and benefits consulting. 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, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brianne Soscia is a CFP® professional with 15 years of experience in the financial services industry. She has worked with The Wealth Consulting Group since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Brianne operates Financial Yogi, a business entity linked to her advisory activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

Sandra Mazonas is a financial advisor at Redhawk Wealth Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Financial Fitness Group, LLC and SLM Tax Services. In addition to her advisory role, she has been involved with Sustainable Growth LLC since 2017. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation monitored by an investment committee and offers specialized services such as captive insurance company account management.

Marshall Moua is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial Inc., and The Boiling Crab. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

James Volpe is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Redhawk Wealth Advisors, he worked at Archer Investment Corporation and H.D. Vest Insurance and Investment Services. In addition to his advisory work, he owns Financial Fitness Group, LLC, a tax preparation and accounting service, and Golden Fox Agency, LLC, an insurance sales business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach involves strategic and tactical asset allocation across various asset classes, with portfolios reviewed by a weekly investment committee.

Brian Foley is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. Outside of his advisory role, Foley is involved as a part-time tennis coach and bookkeeper at a local tennis center. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies tailored to client goals and risk tolerances, and offers services including discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Joslin is a financial advisor at Transce3nd LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Wealth Strategies Advisory Group, and Center Street Securities. Joslin is involved with multiple entities within the Wealth Strategies business family. Transce3nd LLC serves a broad range of clients including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Christine Soscia is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at WCG Wealth Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Soscia is also involved in selling fixed life insurance outside of her advisory role. 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, and trusts. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options, supported by legal-service pathways and a dedicated portfolio-model group.

Jordan Luedke is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He previously worked at Robert W. Baird & Co from 2016 to 2022 and has been with City National Securities, Inc. since 2022. Outside of his advisory work, he serves as a board member for the City of Henderson Parks and Recreation Board and is a member of Vegas Young Professionals. He also acts as a non-public arbitrator for FINRA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through its investment advisory program, which uses strategies implemented by an affiliated sub-advisor, RBC Rochdale, and benefits from integration within a broad financial services group.

Patrick Giddens is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. His prior experience includes roles at Wade Financial Advisory and Johnson Lyman Wealth Advisors. Outside of his advisory work, he provides professional tax return preparation services and offers financial education consulting primarily to military service members and their families. Modern Wealth Management provides investment advisory and integrated planning services to a wide range of clients, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.