Gregory Crawford is a CFP® with 19 years of industry experience, currently serving as the principal advisor at Sierra Nevada Wealth Management, LLC. He previously worked at Alliance Trust Company, LLC for ten years. Crawford is also the founder and CEO of Crawford Trust Company, LLC, a retail trust company licensed in Nevada that provides trustee services internationally. Sierra Nevada Wealth Management offers investment management and financial planning to individuals, trusts, estates, and businesses, managing over $22 million in assets. The firm uses a fundamental, diversified asset-allocation approach with portfolios tailored to clients’ risk preferences and generally manages accounts on a discretionary basis.

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.

John Maierhofer is the principal of Maierhofer Wealth in Stagecoach, NV, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously operated Maierhofer Wealth Management, LLC from 2009 to 2023 and has been with Maierhofer Wealth since 2024. Maierhofer Wealth provides wealth management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and owners of closely held businesses. The firm constructs customized portfolios primarily using mutual funds, ETFs, and individual debt securities, offering non-discretionary management with ongoing monitoring and periodic reviews, and maintains a focus on business exit planning and hourly billing arrangements.

David Kissner is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at MK Strategic Equities, an independent firm based in Dayton, NV. Outside of his advisory role, he teaches algebra and calculus through an online math tutoring business called Engaging Math Circles. MK Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six families. The firm emphasizes long-term, non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, offering flexible fee arrangements including AUM, flat fees, and hourly consulting.

Michael Kissner is the sole advisor at Mk Strategic Equities, an independent firm based in Dayton, NV. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having founded Mk Strategic Equities in 2010. Mk Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six client families. The firm offers ongoing portfolio management on a non-discretionary basis, as well as flat-fee and hourly consulting, focusing on long-term buy-and-hold strategies using mutual funds, ETFs, and occasional individual securities.

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

James Aljian is a financial advisor at Aljian Capital Management in Carson City, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aljian Capital Management since 2013. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, retirement plans, and business entities. The firm manages approximately $576 million in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and borrowing in separately managed accounts.

Mansoor Kisat is a financial advisor at Aljian Capital Management with 40 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 35 years and at M.S. Howells & Co. for two years. Kisat holds Series 63 and Series 65 credentials. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and utilizes a combination of fundamental, technical, and cyclical analysis, incorporating various investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.

Jessica Markarian is a financial advisor at Aljian Capital Management in Carson City, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Aljian Capital Management since 2013, working as part of a three-advisor team. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and employs a combination of fundamental, technical, and cyclical analysis, utilizing a variety of investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.

Bret Glover is a CFP® with 34 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in consulting for small business owners through SCB Business Solutions LLC and manages a financial planning practice via SCB Ventures, LLC. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and personal office services. The firm emphasizes a diversified, asset-allocation driven approach and offers additional services such as tax planning, bill pay, and charitable consulting.

Stephen Westlake is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is an owner of SCB Ventures, which provides management and employee services for a financial planning business, and serves on the executive board of Keaton's Childhood Cancer Alliance. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs an asset-allocation driven approach with diversification and independent manager oversight, and offers additional services such as lifestyle management and charitable consulting.

Adam Newton is a financial advisor with NBC Securities, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has been with NBC Securities since 2008. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base including high-net-worth individuals, institutional clients, and municipalities. The firm offers multiple fee-based advisory programs that connect clients with various investment managers and provide options for discretionary and non-discretionary management.

Sharon Kaplan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo and Chase Bank since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Dooley III is a financial advisor with Edward Jones in Carson City, Nevada, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in livestock sales and manages several real estate and rental property interests. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Michelle Portney is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at OSAIC and Sagepoint Financial, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house Research team and a broad network of investment adviser representatives.

Walter Shepperd is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Linsco/Private Ledger. Outside of his advisory role, he assists small business owners with HR, payroll, benefits, and retirement plans through his work with Personnel Plus. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional network.

Alexander Tancreto is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at Sherwin Williams, Krch Realty, Amiseq Inc, Hughes Private Capital, Northwestern Mutual Life Insurance Company, and has involvement with the Boys and Girls Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory strategies supported by a nationwide network of more than 23,700 advisors.

Jan Nyssen III is a financial advisor at Edward Jones in Carson City, NV, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, and Heritage Bank of Commerce. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.