Thomas Mellum is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has held prior roles at Cornerstone Comprehensive Wealth Management and Costco. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing a mix of core/satellite, thematic, and tactical investment strategies.

John Verducci is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Voya Retirement Advisors since 2021. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Co. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker‑dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed accounts, third‑party money manager access, and brokerage and insurance product distribution.

Raymond Joakimson is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 designations. He has 38 years of industry experience and has worked at Money Concepts Capital Corp since 1993 and Summit Financial Group since 1992. Outside of his advisory work, he serves as an election poll manager. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Bryton Lewis is a financial advisor with TIAA-CREF in Reno, NV, holding Series 63, Series 65, and Series 66 licenses and having 14 years of industry experience. He has worked at TIAA-CREF since 2018 and was previously with LPL Financial from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time financial planning and ongoing discretionary portfolio management.

Michael Shain is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 66 and Series 63 licenses and having 11 years of industry experience. He has been affiliated with Eagle Strategies since 2024 and with Nylife Securities LLC and New York Life Insurance Company since 2015. Shain serves on the boards of the Northern Nevada chapter of NAIFA and Truckee Meadows Tomorrow, a nonprofit focused on economic data and community outreach in Northern Nevada. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and maintains a majority of its assets under management on a non-discretionary basis.

Krystle Sinclair is a financial advisor at Creative Planning with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Jpmorgan Chase Bank, Charles Schwab, and Fidelity. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with an emphasis on low-cost indexing and offers a range of supplemental strategies and retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Mc Kynzie Bolton is a Series 65 licensed financial advisor at Prime Capital Financial with one year of industry experience. Prior to joining Prime Capital Investment Advisors, Bolton worked at Cornerstone Comprehensive Wealth Management and Keller Williams Realty. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and retirement plan sponsorship with an investment approach that includes core/satellite, thematic, and tactical strategies.

Alycia Smelser is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and three years of industry experience. Her work history includes roles at Empower Financial Services, Wells Fargo Bank, and Summit Funding, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.

Joshua Combs is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Bank NA and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Tabitha Aspling is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Keating Wealth Management, LLC and the University of Nevada, Reno. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

William Chatham is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns mineral rights from which he collects royalties. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services. The firm provides various proprietary and third-party investment programs, financial planning, retirement consulting, and business consulting services.

Christopher Abts is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds a Series 65 credential and has worked at Prime Capital Investment Advisors, LLC, Cornerstone Retirement Services, Inc., and Cornerstone Retirement Group. Outside of his advisory role, Abts is also a licensed insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, using both discretionary and non-discretionary management approaches combined with core/satellite and tactical strategies.

Shannon Sutherland is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its in-house investment management and research team.

Kenneth Greene is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Simplicity Wealth and Prosperity Economics Partners, LLC. Outside of his advisory role, he hosts the "Engineer of Finance" podcast, covering topics such as insurance, investments, business, and self-improvement. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and plan consulting, utilizing a platform approach that combines AEWM-managed, third-party, and advisor-managed models.

Christopher Gant is a CFP® credentialed financial advisor with 41 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he teaches a stocks and bonds course at Truckee Meadows Community College and coaches ski racing at Galena High School in Reno, NV. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.

Alan Martin is a financial advisor with Valic Financial Advisors in Reno, NV, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and holds an agent position at Agia, where he is involved with non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Patrick Forderhase is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently affiliated with CWM, LLC, and has prior experience with Carson Group, Condon Insurance Group, and roles in the golf industry. Forderhase also spent nine years in full-time education. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory and retirement plan services, employing a discretionary, model portfolio approach supported by an in-house Investment Committee and various customization tools.

Dory Alvarenga is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining D.A. Davidson in 2019, Alvarenga worked at Morgan Stanley Smith Barney for 24 years among other firms. Outside of advising, Alvarenga operates an online store selling print-on-demand clothing and accessories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers fiduciary-standard advisory services, including ERISA retirement plan advice, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Mason Michalski is a Series 66-registered financial advisor with Voya Financial Advisors, Inc. in Reno, NV. He has been with Voya since 2026 and has prior experience with Ameriprise and several other firms and business ventures. His background includes roles outside traditional advisory positions, such as involvement with Mosquito Hunters and aquarium-related businesses. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage services, utilizing a range of affiliated and third-party investment strategies.

Terry Levenberg is a CFP® with 12 years of industry experience, currently affiliated with Prime Capital Financial. His work history includes roles at Double Diamond Investment Group, APW Inc, Enso Wealth Management, and Charles Schwab. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs various investment strategies and maintains an affiliated accounting subsidiary alongside its family office practice.