Jason Holloway

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, holding a Series 65 designation with eight years of industry experience. His prior work includes roles 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 both fundamental and technical analysis with active strategies including options and margin. The firm operates as a single-officer advisory entity and uses a performance-based compensation model billed by invoice rather than a percentage-of-assets fee.

Howard Hopkinson II is a financial advisor at Oak Bay Financial, LLC with over 20 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked with firms including Securities Management and Research, Inc and American National Insurance. In addition to his advisory role, he is involved with Oak Bay Insurance LLC, where he is licensed to sell insurance products. Oak Bay Financial, LLC serves pooled vehicles, pension plans, institutional clients, businesses, and individuals. The firm focuses on asset allocation and passive investment management using index funds and ETFs, complemented by fundamental and technical analysis, while providing pension consulting and participant education services.

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.

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.