John Buckley is a financial advisor at Buckley Wealth with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. 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 uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.

Peter Vlahakis Jr. is a financial advisor at Horter Investment Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horter since 2016. In addition to his advisory role, he owns and operates an independent insurance agency focused on the sales and marketing of insurance products. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager approach supported by an Investment Committee and offers access to proprietary mutual funds and alternative investments as part of its ongoing portfolio supervision.

Michaelyn Andress is a financial advisor at The Investment Counsel Company with a Series 65 designation and two years of industry experience. She has previously worked at West Monroe Partners and Southern Methodist University. The Investment Counsel Company of Nevada provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis and both long- and short-term strategies across various asset classes, with client objectives ranging from Conservative to Aggressive Growth.

Brandon Cruz is a financial advisor at Adaptive Wealth Engineering with six years of industry experience. He holds the Series 66 designation and has worked at Summit Portfolio Management and Ameriprise Financial Services. Outside of finance, Cruz has held various roles including involvement with Archies Bar and Grill and First In The Pack. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and risk assessment, primarily implementing portfolios with ETFs and mutual funds.

Bret Ferrante is a financial advisor with Black Card Circle in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Black Card Circle since 2018 and previously worked with John Miller and John Manocchio. Outside of advisory work, Ferrante serves on the board of the Rotary Club of Greater Van Nuys and is a member of the Rotary District 5280 Finance Committee. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations with portfolio management and financial planning. The firm follows Modern Portfolio Theory with diversified allocations and manages client accounts on a non-discretionary basis, requiring client approval for individual transactions.

Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Chad Heidzig is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Axos Clearing since 2019 and was previously with Mutual Of Omaha Investor Services, Inc. from 2011 to 2019. 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 with options for thematic exposures and tax-loss harvesting, serving a large retail client base through its integrated approach within the Axos Financial group.

Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.

Brittany Jerez is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes five years at Harrison Drywall before joining Winans Investments. Winans Investments offers discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm utilizes quantitative and technical analysis to construct diversified growth and fixed-income portfolios, serving both non-high-net-worth and high-net-worth clients.

Ronald Snider is a financial advisor with Capital Synergy Partners in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Capital Synergy Partners since 2010. Outside of advisory work, he owns an insurance sales business and serves as president of a real estate management company. Capital Synergy Partners serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, consulting, and access to third‑party money managers. The firm operates with dual RIA and broker‑dealer registrations, providing a range of investment and insurance products through a primarily non‑discretionary advisory approach.

Steven Druckman is a financial advisor with WealthPLAN Partners in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Securities America, Inc., Insight Private Advisors, LLC, and APW Capital. Outside of advising, he is an accountant at his father's CPA firm, Gerson R Druckman, CPA, LLC, where he prepares personal and corporate tax returns and provides tax consultations. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a “Strategy Diversification” investment approach, managing accounts on a discretionary basis with tools such as third-party sub-advisers, automated rebalancing, and tax-loss harvesting.

Charis Mc Lemore is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation. Mc Lemore has been with Winans Investments since 2026 and previously worked at Key Advantage. Outside of advisory work, Mc Lemore has experience in education, including roles at the University of Nevada Las Vegas and the College of Southern Nevada. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm uses a quantitative and technical approach, focusing on long-term growth and managing portfolios through proprietary systems and models.

Nicholas Pirsos is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners and Forthright Capital Advisory since 2023, following prior roles at MRA Advisory Group and TIAA. Outside of advisory work, he is involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and may engage outside managers, providing services including financial planning and employee benefit plan consulting.

Joel Hanson is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems for six years. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across diverse client relationships. The firm provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities, utilizing derivatives and borrowing strategies within separately managed accounts.

Jeffrey Fiore is a financial advisor at Your Choice Financial LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management, Gradient Advisors, and NLS Insurance. Fiore also operates Fiore Wealth Management Group and has a long-standing connection with Herbalife International through an independent distributorship. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic investment approach combined with tactical decisions and utilizes a variety of analytical methods and investment instruments across its six-office footprint.

John Cooley is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Colorado Financial Service Corporation since 2011 and is also president of Success Continuing Education, a role he has held since 2002. Additionally, he owns and operates consulting and personal real estate management businesses. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm customizes portfolios using mutual funds, ETFs, stocks, and bonds and offers both discretionary and non-discretionary account management, utilizing advisor and third-party research.

Heidi Thornton is a financial advisor with Integrity Advisory Solutions in Las Vegas, NV, holding a Series 65 credential and one year of industry experience. She has worked at Partners Life since 2017 and also serves as a Life & Health Insurance Agent, assisting clients with Medicare plans alongside her husband. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing fundamental and technical analysis and multiple asset-allocation strategies.

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.

Connie Densmore is a financial advisor with Foundations Investment Advisors LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Questar Capital Corporation and Questar Asset Management from 2006 to 2019, as well as involvement with Signature Wealth & Tax since 2015. She also holds a real estate salesperson license and participates in precious metals investment as an agent, adding diversification options for clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in delivering its services.

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.