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 CFP® professional with five years of industry experience. He currently serves as an advisor at West Ridge Advisors and previously worked at Arista Wealth Management. His background also includes roles in credit unions and education. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing approximately $268 million in assets for about 398 clients.

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.

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 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.

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.

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 a financial advisor with PivotPoint Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and leadership at PivotPoint Executive Search. Outside of advisory work, he is involved in insurance brokerage through PivotPoint Insurance Solutions, specializing in Medicare Advantage and Supplement plans as well as various life and health insurance products. PivotPoint Advisors provides customized financial planning, investment management, and wealth management services to individual investors, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs an asset-allocation-driven investment approach guided by documented policy and macroeconomic analysis, combining pension consulting and insurance brokerage with advisory 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.

Prakash Simha is the principal of Prakash Investment Advisors LLC, an independent firm based in Las Vegas, NV. He holds Series 63, 65, and 66 licenses and has 28 years of industry experience. Since founding the firm in 2012, he has provided financial advisory services with a focus on individual and institutional clients. Prakash Investment Advisors offers discretionary portfolio management and financial consulting primarily for individuals, high net worth clients, trusts and estates, defined contribution plans, charitable organizations, and pension/profit-sharing plans. The firm emphasizes customized portfolios using fundamental analysis and a long-term approach, with specialized services including ERISA-related advice and pension consulting.

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.

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.

Eric Houssels is the principal and sole advisor at Houssels Capital Management, LLC, an independent registered investment adviser based in Las Vegas, NV. He holds the CFA® designation and a Series 65 license and has 25 years of industry experience. Prior to founding Houssels Capital Management in 2000, he established 6HCO, LLC, and he currently serves as Chief Investment Officer for Houssels Family, LP. Outside of his advisory work, Houssels is a founding investor and board member of Lexicon Bank in Las Vegas. Houssels Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm’s investment approach focuses on fundamental analysis and equity-oriented portfolios, with flexibility to use options, derivatives, and short-term trading strategies under discretionary authority.

Kenneth Templeton is a financial advisor at Ulta Wealth Management, LLC in Las Vegas, NV, with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Ulta Wealth Management is an independent advisory firm serving individual and high net worth clients with discretionary asset management and standalone financial planning. The firm’s investment approach incorporates fundamental and technical analysis, sector analysis, and multiple asset-allocation strategies, while offering a mix of alternative investments and corporate-level planning services.

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.

Micah Landis is the sole advisor at Mountain View Financial Advisors in Las Vegas, NV, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory work, he is a co-owner of a photo booth rental business. Mountain View Financial Advisors provides wealth management, financial planning, pension consulting, and business services to individuals, pension plans, corporations, and charitable organizations. The firm emphasizes portfolios with ETFs, index funds, and passive investments guided by written Investment Policy Statements and employs Modern Portfolio Theory and Business Cycle Analysis in its long-term investing approach.