Daniel Beheshti

UBS
First Vice President
(702) 792-3138
daniel.beheshti@ubs.com
Investment Advisor
Home Group: Las Vegas 7

Bio: At UBS, I help individuals and families make better decisions. Of course, each plan is customized, yet the math and science or managing risk can’t be refuted.

Ahmad El-Khatib

KPMG
Tax Senior Manager
ahmad_el-khatib@hotmail.com
Accountant
Home Group: Las Vegas 5

Bio: I am a CPA who is a Tax Senior Manager at KPMG Las Vegas. I specialize in income taxes of mid- large market businesses in various industries. I have experience with tax compliance, provision, auditing, and consulting services.

Tory Garber

Financial Advisor
(702) 499-0199
tory.garber@nm.com
Investment Advisor
Home Group: Las Vegas 5

Corey Goldstein

(480) 939-6204
cgoldstein@seia.com
Investment Advisor
Home Group: Phoenix 6

Eileen Guilbeault

Las Vegas Sotheby’s International Realty
Broker Salesperson
(702) 290-3329
eileen@thereallasvegas.com
Real Estate
Home Group: Las Vegas 4

Bio: Building community one relationship at a time.

Juan Huerta

juan@communityaccesslending.com
Banking Finance
Home Group: Las Vegas 7

Denise Kirwan

(818) 749-7173
denise@tracksglobal.com
Consultant Service
Home Group: Phoenix 6

Jean Llamas

(847) 250-1829
jean@care-navigators.com
Consultant Service
Home Group: Phoenix 3

Jim LeDane

jledane@salesxceleration.com
Consultant Service
Home Group: Las Vegas 3

Jami Matorana

Matter Wealth Advisors
Financial Advisor
(602) 755-6697
jami.martorana@ceterainvestors.com
Investment Advisor
Home Group: Phoenix 6

Anjali Patel

(602) 456-0545
anjali@allenlawaz.com
Attorney
Home Group: Phoenix 2

Donnie Purto

(209) 606-2408
donniepurto@gmail.com
Consultant Service
Home Group: Phoenix 2

Bio: Experienced sales leader and trainer specializing in driving growth and maximizing team success. I coach and motivate sales teams to reach their full potential, fostering profitability and strategic development.

Jeffrey Rosenthal

CIO Genius
CEO
(602) 833-2800
jeff@ciogenius.com
Consultant Service
Home Group: Phoenix 6

Bio: Strategic hands-on IT leader with a passion for business, customer service, & team building. I help businesses manage IT so they don’t have to.

Joe Scarpignato

Phoenician Properties Realty
CEO
(602) 317-3200
joescarp@outlook.com
Real Estate
Home Group: Phoenix 5

Bio: I am a Residential Real estate Broker/CEO helping home buyers and sellers achieve their goals.

Emily Sherwood

(702) 360-1414
emily@sherwoodluxury.com
Real Estate
Home Group: Las Vegas 7

Bill Stevens

WestPac Wealth Partners
Executive Vice President
(480) 787-2724
william.stevens@westpacwealth.com
Investment Advisor
Home Group: Phoenix 5

Bio: Helping people make Smart Financial Decisions.

Devina Whitley

Silicon Valley Financial Group
(650) 594-1633
dwhitley@svfgroup.com
Consultant Service
Home Group: Las Vegas 3

Bio: Credentialed accounting professional with several years of expertise in the industry.