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.

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.

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.

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.

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.

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.

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.

Robert Menzies Jr. is a financial advisor at Pembroke Asset Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has a background that includes co-founding Pembroke Tax and Business Advisors and involvement in farming through ownership and management of Braeside Farms. Menzies also has experience with tax and business consulting as well as insurance sales. Pembroke Asset Advisors provides ongoing portfolio management and financial planning for individuals, high-net-worth households, charitable organizations, and business entities. The firm manages approximately $53 million in client assets and employs diversified investment strategies, combining modern portfolio theory with fundamental and technical analysis, while maintaining a close affiliation with tax and insurance practices.

James Miller is a Series 65-licensed financial advisor with 14 years of industry experience. He has held roles at Apogee Advisors LLC, Ruesoff Asset Management LLC, and Concord Investment Counsel before founding Miller Asset Management LLC in 2026. In addition to his advisory work, he provides consulting accounting services as an independent contractor. Miller Asset Management LLC offers discretionary asset and portfolio management services to individual investors, trusts, estates, and business entities. The firm uses a research-driven approach incorporating fundamental, technical, and cyclical analysis, with strategies including options overlays to manage risk and enhance income.

David Bray is the principal advisor at Bray Capital Group LLC in Henderson, NV, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brooklight Place Securities, Inc. and operated Bray Financial Services since 2002. Outside of his advisory role, he is involved in insurance sales and serves as a therapist providing psychotherapy services to individuals and families. Bray Capital Group LLC offers discretionary portfolio management and pension consulting primarily to individuals and pension and profit-sharing plans. The firm employs a multi-method investment approach using mutual funds, ETFs, and insurance products, and also provides insurance solutions and access to third-party investment managers.

Graham Irving is a CFP® with nine years of industry experience, currently serving as the sole advisor at Desert Capital Advisors, LLC. His prior roles include positions at UBS Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a family office that handles administrative services for financial matters. Desert Capital Advisors is an independent firm providing discretionary portfolio management, comprehensive financial planning, and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and utilizes third-party sub-advisors, focusing on a limited number of substantial client relationships.

Shapour Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 53 years of industry experience, including 46 years at his current firm. Located in Henderson, NV, he has an extensive career with a long tenure at RJJ Pasadena Securities. RJJ Pasadena Securities, Inc. serves individual investors, retirement plan fiduciaries, charitable organizations, and other business entities, providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using equities, fixed income, ETFs, options, and other strategies tailored to client objectives.

Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.

Justin Long is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diazo, LLC and previously worked at Fidelity Investments and several other firms. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a multi-method investment process that includes fundamental, quantitative, and technical analysis, as well as options and margin strategies. The firm customizes portfolios and planning recommendations based on clients’ goals and risk profiles.

Matthew Carr is a financial advisor at QCI Partners LLC in Henderson, NV, holding a Series 65 designation with 13 years of industry experience. He has worked at QCI Partners Inc. since 2012. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a risk-managed, value-oriented investment approach that incorporates special-situation and catalyst-driven opportunities across a range of asset classes, including equities, foreign exchange, digital assets, and derivatives.