Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.

De Gao is the sole advisor at GAO Investments in Las Vegas, NV, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing a combination of fundamental and technical analysis with active strategies including options and margin. The firm operates under an incentive-only compensation model and does not rely on percentage-of-AUM fees.

Howard Hopkinson II is a financial advisor with Oak Bay Financial, LLC in Henderson, NV, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include long tenures at Securities Management and Research, Inc and American National Insurance. He is also involved with Oak Bay Insurance LLC, where he is engaged in life and health insurance sales and training. Oak Bay Financial provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, employee benefit plans, and corporations. The firm emphasizes passive management through index funds and ETFs within an asset-allocation framework, supplemented by various analytical methods, and offers multi-tier financial planning and pension-plan consulting, including participant education.

Gavino Hufano is a financial advisor with J Sohn, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. He previously worked at Gerety & Associates CPAs for four years and Anderson Business Advisors for five years. J Sohn, LLC provides fee-based financial planning and discretionary investment management to individual clients, tailoring investment programs to client objectives and risk tolerances. The firm also offers ancillary tax preparation and life and health insurance services, which are uncommon among similar independent, solo advisory firms.

Scott Gardner is the principal advisor of Sterling Wealth Management in Las Vegas, NV, holding a Series 65 license with seven years of industry experience. He has been with Sterling Wealth Management since 2015 and also operates Century Commercial Realty Advisors and Nevada Management Services, providing real estate brokerage and commercial registered agent services. Outside of his advisory role, he engages in real estate brokerage and entity registration services, which he offers to clients as separate activities. Sterling Wealth Management serves primarily high-net-worth individuals, trusts, estates, and select institutional clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, cyclical, and charting analyses, utilizing leverage, options, and derivatives, while maintaining a small client base and incorporating the principal’s other business activities.

David Levy is the principal of Spirit Investment Advisors, an independent registered investment advisory firm established in 2023. He holds Series 63 and Series 65 licenses and has 39 years of experience in the financial industry, including prior roles at Wells Fargo Advisors, A. G. Edwards & Sons, and other firms. Outside of advisory work, Levy is a 25% owner of Korner Industries, a company focused on sports entertainment software development, and serves as a consultant for Impello Entertainment, which distributes independent films. Spirit Investment Advisors provides discretionary investment management services to individuals, small businesses, and pension and profit-sharing plans. The firm constructs customized portfolios combining quantitative and fundamental analysis within a Modern Portfolio Theory framework, focusing on diversification, rebalancing, and a mix of long- and short-term holdings.

Christina Mangino is the sole advisor at Purposeful Planning, an independent firm based in Las Vegas, NV. She holds the CFP® designation and has 20 years of industry experience, including prior roles at Securities America, Inc., Surevest Capital Management, and Crown Capital Securities, L.P. Outside of advising, she serves as the executive director of the Miracle Hope Foundation and is involved in family relational coaching. Purposeful Planning provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers non-discretionary investment advice, retirement and legacy planning, insurance review, and ERISA plan consulting, serving a small client base with approximately $22.3 million in assets under management.

William Aldrich is the principal of Aldrich Investment Management in Henderson, NV, holding Series 63 and Series 65 credentials with 17 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Woodbury Financial Services and has operated as an independent insurance agent since 2016. Outside of his advisory role, he is involved in an independent insurance practice that complements his financial services. Aldrich Investment Management offers discretionary and non-discretionary asset management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and trusts. The firm employs a multi-strategy, equity-focused investment approach using ETFs, index funds, individual equities, and selectively leveraged and buffered ETFs, applying Modern Portfolio Theory and Monte Carlo analysis to align portfolios with client objectives and risk tolerance.

Thomas McBride is a financial advisor with Cornerstone Financial Advisors Ltd. in Henderson, NV, holding a Series 65 designation and 25 years of industry experience. He is also a partner at TG McBride CPA Ltd., an accounting firm where he spends the majority of his time. McBride has been involved with BMR Financial Advisors, Ltd. dba Cornerstone since 2000 and with his CPA firm since 2012. Cornerstone Financial Advisors Ltd. provides investment management and portfolio construction services to individuals, trusts, corporations, and small businesses. The firm’s approach follows Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies primarily using passively managed mutual funds and ETFs, with a preference for Dimensional Fund Advisors products.

David Martinson is the sole advisor at Secondwind Asset Management LLC in Henderson, NV, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Secondwind Asset Management since 2009. Martinson also has a legal background as a non-practicing attorney. Secondwind Asset Management provides discretionary asset management and individualized investment advice primarily to high-net-worth individuals, focusing on a limited client base. The firm uses a blend of fundamental and technical analysis along with various asset allocation strategies to construct portfolios, which include individual stocks, bonds, ETFs, mutual funds, and options.

Patrick Darby is a CFP® professional with 10 years of industry experience, currently serving as the principal of Darby Wealth Planning LLC in Las Vegas, NV. His prior roles include positions at Neapolitan Capital Group, LLC and Olson, Cross & Alamo Advisors LLC. He also manages Sin City CFO LLC, an affiliated business providing outsourced CFO, bookkeeping, and tax services, and is an enrolled agent involved in tax planning and preparation. Darby Wealth Planning LLC offers financial planning, consulting, and discretionary portfolio management to individuals, high-net-worth clients, and various entities. The firm’s investment approach incorporates individualized plans and fundamental analysis, employing strategies from long-term allocations to options trading, with continuous account monitoring and rebalancing. The firm’s integration with an outsourced CFO business and use of derivatives in managed accounts distinguish it from many independent advisory firms.

Raymond Russo is a financial advisor at Virtuoso Wealth Management in Henderson, NV, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtuoso Wealth Management since 2013 and Kannaway since 2014. Outside of advisory services, Mr. Russo is a licensed insurance professional and author of investment-related books, and he also represents a claims recovery law firm and engages in various business ventures including referrals to tax specialists. Virtuoso Wealth Management provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm acts as a primary relationship manager while relying on third-party money managers for trading and custody, emphasizing a long-term investment approach with ongoing oversight and bespoke financial planning.

Nicholas Strobelt is a financial advisor with Avalon Wealth Partners in Henderson, NV, holding a Series 65 credential and 16 years of industry experience. He has worked at Brookstone Wealth Advisors and First Choice Business Brokers, among other roles. Outside of advisory services, he is involved in environmental services through part ownership of Anver Environmental, LLC. Avalon Wealth Partners is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a variety of analytical techniques to create tailored investment programs and engages third-party managers to implement client strategies.

Eun Cho is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal advisor at Echo Wealth Partners, an independent firm she has been with since 2022, and has prior experience at MML Investors Services and MassMutual Life Insurance Company. Cho is also a licensed insurance agent. Echo Wealth Partners provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates fundamental analysis with modern portfolio theory and includes special needs planning and sustainable investment options.

Ben Lin is a financial advisor with Franklin Advisors Corp in Henderson, NV. He holds a Series 65 designation and has experience spanning several roles since 2010, including positions at Acorn GP Partners LLC and Coral Money Inc before joining Franklin Advisors Corp in 2026. Franklin Advisors Corp is an independent Nevada-registered investment adviser providing personalized services to individuals, high-net-worth clients, and families. The firm integrates financial planning and portfolio management, using a combination of fundamental and technical analysis along with modern portfolio theory to offer tailored, long-term, diversified investment solutions.

Ronald Hyde is a financial advisor at Navigator Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Securities America Advisors. Navigator Wealth Advisors is an independent registered investment adviser serving individuals, families, estates, trusts, and businesses. The firm provides discretionary portfolio management and written financial plans, primarily using ETF model portfolios tailored to clients’ objectives, risk tolerance, and time horizon.

Daurene Lee is a CFP® with 25 years of experience and the principal of GSP Financial Strategies, an independent advisory firm she has led since 2007. She holds a Series 63 license and is also a licensed real estate agent. Outside of financial advising, she is involved in fixed insurance sales and prepaid legal services. GSP Financial Strategies provides financial planning, consulting, coaching, and non-discretionary investment management to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm employs fundamental analysis to construct diversified portfolios and uses sub-advisers and third-party manager programs for specialized strategies.

Curtis Habsieger is the sole advisor at Cgr Financial, an independent firm based in Henderson, NV. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including prior work at WestPark Capital Inc. In addition to his advisory role, he maintains insurance licenses and conducts limited insurance sales. CGR Financial serves individuals and high-net-worth clients with portfolio management and financial consulting, offering tailored strategies that consider client objectives, time horizons, and risk tolerance. The firm provides discretionary and non-discretionary managed accounts, may utilize sub-advisers, and sponsors a wrap fee program, managing approximately $5.3 million across 33 accounts.

Darryl Boyd is the owner of Boyd Investment Services in Henderson, NV, with 25 years of experience in the financial industry. He holds a Series 66 designation and has worked with Donald L. Boyd and Osaic Wealth, Inc. since 2000. Boyd Investment Services provides portfolio management, investment advice, and consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses a combination of modern portfolio theory and various analytical approaches to construct diversified portfolios, offering both discretionary and non-discretionary management with periodic reviews and rebalancing.