John Sullivan

Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 credential and three years of industry experience. Prior to joining Conway Partners in 2022, he worked in operations management at Stryker Corporation, where he assisted with the integration of a startup acquisition. Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined, asset-allocation-focused approach using diversified portfolios of exchange-traded funds and selected independent managers, and offers specialized advisory services related to insurance-based products and ERISA fiduciary retirement plan consulting.

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.

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 advisor at Toups Capital Advisors LLC, an independent firm based in Truckee, CA. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he worked at several companies including Swayable and McKinsey & Company. Toups Capital Advisors provides ongoing portfolio management and customized investment planning for individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offering a broad range of investment options including venture capital funds and commodities alongside traditional assets.

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 investment management, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning primarily to individual clients, managing about $5.8 million in assets. The firm combines technical screening with value-oriented fundamental analysis, focusing on securities trading below intrinsic value and employing dollar-cost averaging for mutual funds.

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.