Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

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.

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.

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

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 of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Justin Spees is the sole advisor at Just Advisors, an independent registered investment adviser based in Incline Village, NV. He holds a Series 66 credential and has 17 years of industry experience. Prior to founding Just Advisors in 2016, he worked at Global Market Trading and served as an Assistant Professor and Chair of the Business Department at Sierra Nevada University from 2016 to 2022. Spees is also the director of Give The Dream Foundation, a nonprofit charity he has been involved with since 1997. Just Advisors provides tailored investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $5 million and includes corporate and charitable clients as part of its notable client mix.

Lauren Landfield is a CFA® charterholder and Series 63 licensed advisor with seven years of industry experience. She has worked at Panthera Capital LLC since 2018 and previously held roles at ClearPlay, Inc. and Zazove Associates. Landfield serves on the advisory board of ClearPlay, a company focused on video content filtering, where she provides advice on corporate finance matters. Panthera Capital LLC is an independent, single-advisor registered investment adviser that manages tailored portfolios for qualified and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with strategies including equity long/short and position monetization, integrating derivatives and risk management techniques in client accounts.

Todd Hurlbut is a financial advisor with Incline Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has held investment roles at Newarc Investments, Inc., Incline Investment Management, and Portsmouth Financial. Hurlbut serves as Chief Investment Officer and Portfolio Manager at Incline Investment Management, where he runs a program that generates trade orders based on end-of-day market data. Incline Investment Advisors is a registered investment adviser providing discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients and families. The firm uses a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk-managed portfolios across various asset classes, implementing strategies mainly on a discretionary basis that may include options, futures, and volatility trading.

Margaret Rust is a CFA® charterholder with 33 years of industry experience, currently serving at Rubey & Rust Capital Management, LLC, where she has been since 2016. She is also involved in the sale of wellness products through Arbonne. Rubey & Rust Capital Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management and retirement plan consulting, managing approximately $381 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis, using both discretionary and non-discretionary strategies, including options and margin, which are distinctive features compared with peers.

Gwen Straley is a financial advisor with 3rd Creek Investments, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. She has been with 3rd Creek Investments since 2016. Outside of her advisory role, she serves as Board President and Executive Director of a private family foundation and assists with accounting and operations for angel investing and venture capital firms. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while also providing tax and bookkeeping services through an affiliated CPA practice.

Roger Wittenberg is a financial advisor at Bodhi Tree Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked concurrently at International Supply Co and Trex Company for over two decades. Outside of advisory work, he serves as CEO of International Supply Consortium LLC, a real estate-related business. Bodhi Tree Capital Management advises qualified individual and institutional investors, primarily high-net-worth clients, using an options-centric investment approach that combines a core S&P 500 ETF position with cash and option strategies. The firm manages separately managed accounts and a pooled hedge fund, employing both fundamental and technical analysis.

Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 designation and three years of industry experience. Prior to joining Conway Partners, he worked in operations management at Stryker Corporation and held roles at Gauss Surgical. He is based in Incline Village, NV. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and insurance companies. The firm employs diversified, asset-allocation portfolios using low-cost ETFs and third-party managers, and offers specialized services such as retirement plan consulting and held-away product advice.

Lisa Farrier is a CFP® professional with 10 years of industry experience. She has worked at Nest Egg Financial Advisors since 2018 and previously at Open Window Financial Solutions, Ltd. from 2013 to 2016. From 2016 to 2019, she operated a bookkeeping business. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm uses a long-term, asset-allocation approach focused on diversification and behavioral finance concepts to support customized portfolio management and financial planning.

Dave Straley is a financial advisor at 3rd Creek Investments with 21 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2002. Straley is also a CPA and operates an accounting sole proprietorship. He co-founded and serves as board treasurer of the 3rd Creek Foundation, a private family nonprofit. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors.

Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.

Harris Kirschner is a financial advisor at 3rd Creek Investments with 13 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2010. Outside of his advisory role, Kirschner serves as Chief Financial Officer of a medical device company and is involved in managing several angel investing and venture capital firms, as well as a private family foundation. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, with additional services for private companies and retirement plans. The firm’s investment approach emphasizes diversification, disciplined asset allocation, and a generally buy-and-hold strategy, incorporating ESG analysis and offering advisory services on private placements and alternative investments for qualified investors.

Paul Boyd is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1996 and holds Series 63 and Series 65 licenses. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and operates private funds focused on later-stage technology and technology-enabled companies.

Karl Hansen is a financial advisor with Vita Planning Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at several firms including Liberty Group, LLC and AE Financial Services, LLC. Outside of his advisory role, Hansen serves as president and director for local homeowners associations and is involved in property management and investment through multiple business entities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm offers both discretionary and non-discretionary fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation.

Christopher Delellis is a financial advisor at Bodhi Tree Capital Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Bodhi Tree Capital Management since 2012. Bodhi Tree Capital Management serves qualified individual and institutional investors, primarily high-net-worth clients, focusing on equities and equity options through separately managed accounts, advisory services, and management of a pooled hedge fund. The firm employs an options-centric, active overlay strategy combining fundamental and technical analysis to enhance yield and provide downside protection.