Joe is a financial advisor at Core Planning. He holds a Series 65 designation and previously worked at Guiding Wealth, LLC. Joe offers fee-only financial planning and wealth management to mid-career families and pre-retirees. He specializes in: pilots, business owners, and equity compensation. Joe takes an educational approach to financial advice, ensuring clients understand the best options for them every step of the way.

Valerie Lee is a financial advisor at LPL Enterprise and Prudential Financial. She holds a CFP, Series 7, and Series 65. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

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.

Zachary Taylor is a Certified Financial Planner® with five years of industry experience, currently serving as the sole advisor at Trica Wealth Planning, LLC in Las Vegas, NV. His prior roles include positions at West Ridge Advisors and Arista Wealth Management. Trica Wealth Planning, LLC provides portfolio management, pension consulting, and financial planning services primarily for individuals and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers specialized pension plan consulting, including plan documentation and manager oversight.

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.

Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.

Diane Tuntland is a financial advisor at Fraser Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Fraser Asset Management since 2018. Diane is also co-owner of Endowment Partners Foundation, a private foundation supporting charitable activities related to Endowment Partners, LLC. Fraser Asset Management provides discretionary investment management and financial planning primarily for individual clients, using a blend of active and passive strategies alongside fundamental, technical, and charting analysis. The firm manages a small client base with personalized investment policy statements and incorporates option and derivatives strategies as part of its portfolio construction and risk management.

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.

Miguel Vazquez is a CFA® charterholder with 20 years of industry experience. He is the principal and sole advisor at MAV Wealth, LLC, an independent registered investment adviser based in Las Vegas, NV. His prior roles include positions at Morgan Stanley and Northern Trust. MAV Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term, fundamental-analysis investment approach, focusing on diversified portfolios primarily using ETFs and low-cost mutual funds, while also recommending and overseeing unaffiliated independent managers as appropriate.

Prasad Yerneni is a financial advisor at Interval Capital Management, LLC in Las Vegas, NV, holding a Series 65 designation with 10 years of industry experience. He has worked exclusively with Interval Capital Management since 2016. Interval Capital Management provides discretionary asset management to individuals, high-net-worth clients, and businesses through separately managed accounts. The firm employs an options-centric, systematic investment approach focused on S&P 500 and broad equity indexes, integrating technical and fundamental analysis with active risk controls and discretionary adjustments.

Jun Huang is a CFP® and Series 65-licensed advisor with InnoSight Wealth Management LLC in Las Vegas, NV. He has one year of experience with the firm and has worked previously in financial services and scientific industries. Outside of advising, he provides executive coaching, an activity he has pursued for six years. InnoSight Wealth Management LLC offers discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental-analysis approach and utilizes diversified ETFs, mutual funds, and other securities, while also providing ongoing account monitoring and coordination with independent managers.

Susan Miller is the sole advisor at Edgemont Investment Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with 24 years of industry experience. She has been with Edgemont Investment Management since 2001. Edgemont Investment Management provides investment supervisory and portfolio management services to individuals, businesses, pension and profit-sharing plans, and trusts and estates, managing most client accounts on a discretionary basis. The firm combines fundamental and technical analysis in its investment process and offers a range of strategies including active trading and tax-efficient, individually managed portfolios, with a notable specialization in pension and profit-sharing plan consulting.

R. Scott Thompson is the sole advisor at PivotPoint Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 63 designations with six years of industry experience. His prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and several PivotPoint-related businesses encompassing consulting, executive search, and insurance brokerage. He is also involved in insurance brokerage through PivotPoint Insurance Solutions, specializing in Medicare Advantage and supplement plans, as well as various life and ancillary insurance products. PivotPoint Advisors serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, customized investment management, pension consulting, and insurance review, using a proprietary model portfolio methodology and emphasizing discretionary asset management guided by client-specific Investment Policy Statements.

Anton Kulikov is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at AK Investing since 2019 and previously at Tastytrade Inc. from 2018 to 2024. AK Investing serves individuals, high-net-worth clients, 401(k) plans, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm utilizes a diversified investment approach that includes mutual funds, ETFs, and option-based strategies driven by a VIX model, and offers pension plan services and ERISA fiduciary consulting alongside educational periodicals and workshops.

David Levy is the principal advisor at Spirit Investment Advisors, an independent firm based in Henderson, NV. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to founding Spirit Investment Advisors in 2023, he worked at several firms including Spirit Global Investment Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a silent partner in a technology company developing sports entertainment software. Spirit Investment Advisors offers discretionary investment management to individuals, small businesses, and pension and profit-sharing plan clients. The firm uses a combination of quantitative and fundamental analysis within a Modern Portfolio Theory framework to build diversified, customized portfolios.

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.

Ahmad Kraydieh is a financial advisor at ClearPath Investment, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Krol, LLC and Baroque Royal. Outside of advising, he is a co-owner of a tech startup, Krol, LLC, based in Las Vegas. ClearPath Investment, LLC provides discretionary asset management services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a strategy that integrates fundamental and technical analysis with Modern Portfolio Theory, utilizing third-party sub-advisors and model portfolios to execute customized investment plans.

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.