John Lawrence Sullivan

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning to individual clients, managing approximately $6.0 million across around ten accounts. The firm’s investment approach combines technical analysis with a value-focused fundamental strategy, emphasizing securities trading at significant discounts to intrinsic value and currently targeting sectors such as precious metals and alternative media.

Alexander Kaitz is the principal of Kaitz Investments Inc. in Glenbrook, NV, holding a Series 65 designation with 13 years of industry experience. He has led Kaitz Investments since 2011. Outside of his advisory role, he provides consulting services in apartment management and related technical and economic matters for a property management business. Kaitz Investments is an independent firm managing approximately $12.2 million in discretionary assets for individual investors, trusts, estates, and some corporate clients. The firm employs a long-term, value-oriented equity strategy based on fundamental analysis, utilizing a range of securities including equities, ETFs, REITs, options, and partnership interests, with portfolio construction tailored to client objectives.