Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Royal Alliance Associates, Northwestern Mutual, and Pacific Financial Partners. Wolf Pack Wealth offers financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners, employing diversified, risk-managed portfolios and a non-discretionary approach tailored through formal onboarding and periodic reviews.

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

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.

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Caleb Lawrence is the principal of Caleb Lawrence Registered Investment Adviser Inc. in Reno, NV, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior affiliations include Creative Financial Designs, Inc. and CFD Investments, Inc. He publishes market commentary through the firm’s blog and has previous experience providing radio commentary. The firm offers discretionary investment management to individuals, high-net-worth clients, and retirement plans, specializing in mutual funds, leveraged and unleveraged ETFs, and limited partnerships. It also provides retirement-plan management and ERISA-related disclosures with an active management approach that incorporates both long and short positions and tactical use of leveraged and inverse ETFs.

Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC in Reno, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he has a 50% ownership interest in a real estate management company in Brooklyn, NY. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm focuses on customized portfolio construction with ETFs, stocks, and bonds, employing a fundamental analysis approach tailored to each client’s goals and risk tolerance.

Kent Rice is a financial advisor at Hawken Wealth Management in Reno, NV, holding Series 63 and Series 65 credentials with four years of industry experience. He has managed a Family Limited Partnership since 2005. Hawken Wealth Management is a state-registered, single-advisor firm providing fee-based discretionary portfolio management and financial planning to individual investors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and utilizes a broad range of investment instruments, including mutual funds, equities, options strategies, and margin transactions.

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.

Cory Smith is a financial advisor at Discretionary Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gross Domestic Product, Inc., Clear Creek Financial Management, LLC, and Northwestern Mutual Wealth Management Company. Discretionary Inc. provides tailored investment management and financial planning services to individuals, couples, high-net-worth households, charitable organizations, and businesses. The firm combines fundamental, technical, cyclical, and charting analysis to implement portfolios using a mix of passive and active vehicles and offers both discretionary portfolio management and various financial planning engagements.

Kristen Mayer is a financial advisor at KMI Wealth Advisors in Reno, NV, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at FourStar Wealth Advisors LLC and Stifel Nicolaus. KMI Wealth Advisors serves individual clients, high-net-worth families, businesses, retirement plans, non-profits, and government entities by providing investment management, financial planning, philanthropy advisory, and pension consulting. The firm emphasizes fundamental equity analysis combined with tactical adjustments and offers services such as charitable giving advice and retirement plan consulting.

Dylan Locke is a financial advisor at Perpetual Capital Advisors, LLC in Reno, NV, with 11 years of industry experience and a Series 66 designation. He has worked at firms including MML Investor Services LLC and Art of Wealth Management. Locke serves as treasurer for Entrepreneur Nevada and secretary/historian for Northern Nevada Human Resources Administration. Perpetual Capital Advisors, LLC is an independent investment adviser offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, corporate clients, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory in portfolio construction and manages approximately $23.1 million in discretionary client assets.

Aaron Squires is a CFP®, CFA®, and Series 66-registered financial advisor with 13 years of industry experience. He is the principal of Squires Law & Squires Investments, LLC, where he combines legal, tax, and investment advisory services. His prior work includes roles at Arkadios Wealth Advisors, Anderson Dorn & Rader Ltd., and Summit Wealth Investments. Squires is also a licensed attorney and CPA. Squires Law & Squires Investments, LLC serves individuals, trusts, foundations, corporations, pension plans, and other investment advisers by offering integrated legal, tax, and financial planning alongside portfolio management. The firm employs a total-portfolio, relative-value investment approach that incorporates fundamental and quantitative analysis, with a distinctive Series LLC structure separating its law and investment advisory activities.

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.

George Kingston is a CFP® with 43 years of industry experience and serves as the sole advisor at Kingston Financial Services in Reno, NV. He has been with Kingston Financial Services since 1991 and has prior experience with Linsco/Private Ledger Corp. beginning in 1989. Outside of financial advising, he owns B Sharp Enterprise, a business focused on writing and selling non-investment related books. Kingston Financial Services provides financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, tailoring services to each client’s specific needs while maintaining client authority over implementation.

Michael Mellberg is a financial advisor at Michael Mellberg Investment Advisor in Reno, NV, holding a Series 65 designation with five years of industry experience. He previously worked at Larry Bigler CPA, Inc. and Bigler and Mellberg CPAs, Inc., and currently owns and operates Michael Mellberg CPA LLC, an accounting firm offering tax and bookkeeping services. Michael Mellberg Investment Advisor provides discretionary portfolio management and financial planning to individual, business, and retirement-plan clients. The firm uses a passive, Modern Portfolio Theory-based investment approach implemented by a third-party registered investment adviser and serves as a fiduciary for retirement accounts.

John Nunn is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with Paradigm Capital Management, an independent firm based in Reno, NV, since 2015. Paradigm Capital Management provides individualized investment management to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable accounts. The firm manages portfolios on a discretionary basis using ETFs, individual equities, and occasional bonds or mutual funds, combining fundamental and statistical analysis with a patient, disciplined investment approach.