Kyle Mccann is a CFP® professional with 17 years of industry experience, currently serving at Vantage Wealth Planning in Reno, NV. He has been with KRM Wealth Management, LLC since 2015. Vantage Wealth Planning manages approximately $265 million for nearly 400 clients, including high-net-worth individuals, business entities, and charitable organizations. The firm provides fee-only portfolio management and financial planning services, with a focus on tailored investment strategies and a formal AI governance framework.

Amy Nelson is a financial advisor at Vantage Wealth Planning with one year of industry experience. She holds the Series 65 designation and previously worked at the University of Nevada, Reno for eight years. Vantage Wealth Planning serves individuals, business entities, charitable institutions, foundations, trusts, and estates, offering fee-only portfolio management and standalone financial planning. The firm focuses on diversified asset allocation, ongoing monitoring, and provides optional account aggregation and comprehensive reporting services.

Benson Mathews is a CFP® with 18 years of industry experience, currently serving as an advisor at Vantage Wealth Planning since 2017. His prior experience includes roles at TIAA-CREF, Charles Schwab, Cornerstone Advisors Inc., and Northwestern Mutual Investment Management. Vantage Wealth Planning serves individual clients, high-net-worth households, business entities, and charitable institutions, managing approximately $265 million across nearly 400 client relationships. The firm offers fee-only portfolio management and financial planning, utilizing tailored investment strategies that include mutual funds, ETFs, equities, bonds, and cash, and maintains formal policies for AI governance and cash management.