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 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.

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.

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.

Thomas Wise is a Series 65-licensed financial advisor with 26 years of industry experience. He is the sole advisor at Wise Wealth Solutions, LLC, which he has been associated with since 1997 through Wise Financial Services. Wise Wealth Solutions primarily serves high-net-worth individuals, trusts, estates, and certain business clients. The firm offers investment advisory services, comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals as part of its planning process.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities, Inc. is a state-registered investment adviser that provides discretionary investment management to individuals, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on clients’ objectives and risk tolerance, using a disciplined, conservative approach that incorporates both fundamental and technical analysis, and employs strategies including margin, short sales, option writing, and other derivatives.

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 at Avalon Wealth Partners with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors and Ashton-Strobelt. Outside of advisory services, he is involved in environmental services as a part owner of Anver Environmental, LLC, and assists business owners as a business broker with First Choice Business Brokers. Avalon Wealth Partners is an independent advisory firm managing approximately $6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and consultation services, utilizing fundamental and technical analysis, Monte Carlo planning, and third-party managers to tailor strategies to client goals and risk tolerance.

Troy Erwin is a financial advisor with Thrive Wise Wealth in Henderson, NV, holding Series 63, 65, and 66 licenses and seven years of industry experience. He previously worked at Integrated Tax and Wealth and Power Chix LLC. In addition to his advisory role, he operates Thrive Wise Tax, providing individual tax return preparation services. Thrive Wise Wealth is a fee-only registered investment adviser serving individuals, families, trusts, estates, corporations, and nonprofit or employer groups. The firm employs a goal-based, passive asset-allocation strategy focused on capital preservation and behavioral economics, integrating tax preparation and planning with financial planning through an affiliated tax practice.

Curtis Habsieger is a financial advisor at Cgr Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at WestPark Capital Inc and Newport Coast Securities, Inc. In addition to his advisory role, he is an independent insurance agent and occasionally sells insurance products. CGR Financial is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management and financial consulting. The firm offers tailored investment planning using various strategies and acts as a wrap fee program sponsor, providing both discretionary and non-discretionary services.

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.

J Keffury is a financial advisor at Cadenza Financial Planning with 11 years of industry experience. He holds a Series 66 designation and previously worked at H&H Retirement Design and Management, UBS Financial Services, and Todd Keffury. In addition to his advisory role, he operates Cadenza Tax Services LLC, a tax preparation business associated with his firm. Cadenza Financial Planning provides discretionary portfolio management and financial planning services to individuals and entities, including high-net-worth clients, trusts, and foundations. The firm’s investment approach is primarily passive, using diversified index funds and ETFs, with limited options strategies tailored to client profiles, and operates virtually through secure digital platforms.

James Miller is a financial advisor at Ruesoff Asset Management LLC in Henderson, NV, holding a Series 65 designation with 14 years of industry experience. His prior work includes roles at Concord Investment Counsel and Apogee Advisors LLC. In addition to his advisory work, he performs consulting accounting as an independent contractor. Ruesoff Asset Management provides discretionary asset management and portfolio services to individuals, high-net-worth persons, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, including an options overlay uncommon among independent advisors.

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.

Adam Corrie is a financial advisor with Capstone Capital Wealth Advisors in Henderson, NV. He holds Series 63 and Series 65 licenses and has professional experience including roles at Breakout Implementation Inc. and Gilbert & Cook, Inc. Capstone Capital Wealth Advisors manages approximately $408 million in client assets for individuals and institutional clients. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

Ronald Leavitt is a financial advisor with Capstone Capital Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with various entities within the Capstone Capital group since 2002. Leavitt is a shareholder of Preferred Trust Company LLC, a custodian firm for self-directed accounts, though he is not involved in its daily operations. Capstone Capital Wealth Advisors offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction with broadly diversified mutual funds and ETFs, tailoring portfolios to clients’ goals and risk tolerance.

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.