Paolo Torres is a financial advisor at Bauman Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, H & H Retirement Design and Management, and Ameriprise Financial Services. 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 uses a combination of fundamental, technical, and cyclical analysis to construct client programs aligned with stated objectives and documented risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

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 at Tactive Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at Dynamic Wealth Advisors, Gifford Planning Strategies, Raymond James Financial Services, Inc., and The Gifford Group LLC. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor platforms and advisor-led structured model portfolios. The firm employs a tactical asset allocation approach based on the Black-Litterman framework and offers both discretionary and non-discretionary portfolio management.

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.

Kenneth Clark is a financial advisor with Investor Fan in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark also works as an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and coordinates client portfolios with other professional advisors.

Luke Perry is a financial advisor at Whalen Financial with a Series 65 designation and one year of industry experience. He has served in the U.S. Navy for over 20 years and has held academic roles at Claremont University and Pepperdine University. Whalen Financial provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on client-specific Investment Policy Statements and employs fundamental analysis and modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs in its investment approach.

Nicholas Hickly is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV, since 2015, where he works as part of a seven-advisor team. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and specialized searches for qualified plan providers and independent managers. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers services on a fee-only or hourly consulting basis.

Vincent D Addona is a financial advisor at Bull Harbor Capital LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as a board member of Finseca and is involved as a partial owner in companies focused on behavioral finance and financial technology. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a diverse range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and options.

Luisa Pamela Mendoza is a CFP® professional with experience at Ducere Wealth Management and prior roles at Investment Counsel Company and Bass Underwriters. She has been in the financial industry since 2021. Outside of finance, her earlier work includes roles in hospitality and entertainment. Ducere Wealth Management is an SEC-registered adviser serving high- and ultra-high-net-worth clients, families, business owners, and corporations. The firm offers discretionary investment management along with advanced tax optimization and estate planning, focusing on long-term strategic asset allocation and tax-efficient techniques.

Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. 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, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Eric Sorenson is a financial advisor at Capstone Capital Wealth Advisors in Henderson, NV. He holds a Series 66 designation and has two years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a managing member of Sorenson Ventures LLC, an entity intended to own an indoor pickleball facility. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction with broadly diversified funds, tailoring portfolios through personal discussions and exercising discretionary trading authority under client agreements.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Arista, he worked at Fidelity Investments and has held various roles across different sectors. 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’s investment approach relies on passive index allocations and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.