Robert Moretti Jr. is a CFP® professional with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at and accounting firm The CFO Group, Inc. from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 seven years of industry experience. His prior work includes roles at Royal Alliance Associates and Northwestern Mutual, among others. Wolf Pack Wealth is an independent, single-advisor firm serving individuals, high-net-worth clients, and small business owners. The firm offers financial planning, portfolio management, estate planning coordination, and insurance solutions, using a tailored approach that emphasizes asset allocation, diversification, and a combination of fundamental and technical analysis.

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® credentialed financial advisor with seven years of industry experience. He is the sole advisor at Firmament Financial in Reno, NV, where he has worked since 2019. His prior experience includes roles at Lumos & Associates, the University of Nevada, Reno, Catholic Charities of Northern Nevada, Monarch Casino and Resort, and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial is a state-registered independent adviser serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers investment management, financial planning, business planning, and tax return preparation, focusing primarily on passive investment management with some tactical strategies, and maintains continuous portfolio supervision under discretionary authority.

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.

Caleb Lawrence is the principal and sole advisor at Caleb Lawrence Registered Investment Adviser Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has operated his independent RIA since 2006. The firm provides discretionary investment management and consulting services to individuals, high-net-worth clients, and retirement plans. It employs an active management approach that includes long and short positions and tactical use of leveraged and inverse ETFs, with portfolios tailored to clients’ objectives and risk profiles. The firm is notable for its role as an ERISA fiduciary to retirement plans and its documented procedures for plan disclosures.

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.

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.

Wei Ye is a CFP® with 19 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and J.P. Morgan Securities LLC before joining Caskwise Capital Inc, where he currently serves as the sole advisor. Caskwise Capital Inc serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through structured engagements. The firm uses a combination of fundamental analysis and Monte Carlo planning techniques to customize investment strategies and typically operates with discretionary trading authority for managed accounts.

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-licensed advisor with 14 years of industry experience. He is the sole advisor at Squires Law & Squires Investments, LLC, where he combines legal, tax, and investment services. His prior experience includes roles at Arkadios Wealth Advisors, Anderson Dorn & Rader Ltd., and Summit Wealth Investments, Family Office/Tax. He is also a licensed attorney and CPA. Squires Law & Squires Investments, LLC offers integrated investment management, financial planning, and legal/tax services to a range of clients including individuals, trusts, foundations, corporations, and pension plans. The firm applies a total-portfolio, relative-value investment approach that incorporates asset allocation, tax sensitivity, and both fundamental and quantitative analysis, supported by its unique structure combining law and investment advisory services.

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.

Benjamin Winston is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is the sole advisor at Winston Wealth Strategies, LLC in Reno, NV, and has previously worked at Gradient Capital, LLC, MML Investors/Abowd & Rose Financial, and Aspire Capital Advisors. Outside of his advisory practice, he serves as a senior financial analyst at Basin Street Properties, a real estate private equity company. Winston Wealth Strategies, LLC offers discretionary asset management, financial planning, and ERISA plan consulting services to both retirement plan sponsors and individual investors across a range of wealth levels. The firm employs fundamental analysis, Modern Portfolio Theory, and Monte Carlo modeling, managing portfolios directly or through vetted third-party asset managers.

Jonathan Fritzinger is a financial advisor at Western Level Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sequent (North America) LLC, Quantum Capital, and Zazove Associates. Western Level Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and plan sponsors. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, applying Modern Portfolio Theory with a core-plus-satellite investment approach focused on low-cost ETFs and index funds.

Daniel Joensen is a financial advisor at Oresund Capital LLC with 12 years of industry experience and holds a Series 65 designation. He operates as the sole advisor at the firm, which is based in Reno, NV. Oresund Capital LLC manages approximately $20.8 million and serves accredited investors and qualified purchasers, primarily institutional clients such as foundations and endowments. The firm employs a fundamentally driven, life-sciences focused investment strategy, taking concentrated, often long-term positions across equity, debt, and related derivatives while engaging with company management as appropriate.