Christopher Cook is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 45 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers comprehensive services including financial planning, retirement consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Christopher Vargas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Richard Green is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2009 and 2011, respectively. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm emphasizes tailored recommendations and delivers solutions through various program types, with most assets managed on a non-discretionary basis.

Elise Levy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Outside her advisory roles, she has worked as a graphic design and social media specialist for Mountain View Montessori School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model uses a range of investment strategies and technologies, often implementing advice through third-party managers and tactical asset management programs.

Blayne Gale is a financial advisor with Eagle Strategies (New York Life) based in Reno, NV, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. He has been with Eagle Strategies since 2006 and has worked with Frontline Wealth Group since 2023. Outside of his advisory role, Blayne serves as Chairperson of the Board for the Salvation Army in Reno and is a board member of Nevada’s Division of Insurance Commissioner’s Agent Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a variety of program types tailored to client objectives. The firm operates within the New York Life affiliate structure and handles a significant portion of its assets on a non-discretionary basis.

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 the Series 63 and Series 65 credentials and has worked with Voya Retirement Advisors since 2021. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. Voya Financial Advisors, Inc. serves individual investors, including high-net-worth clients, as well as pension, profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of model portfolios, in-house and third-party strategists, and technology-enabled tools to structure both discretionary and non-discretionary client relationships.

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, Nevada, holding Series 63 and Series 66 licenses with 11 years of industry experience. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2015. He serves on the boards of the Northern Nevada NAIFA chapter and Truckee Meadows Tomorrow, contributing to local financial professional development and economic data initiatives. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 in Sparks, NV, holding Series 63 and Series 66 licenses with three years of industry experience. Her background 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

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 the Series 65 and Series 66 designations and has worked at firms including Keating Wealth Management, LLC, and Morgan Stanley DW Inc. Prior to her advisory roles, she was affiliated with the University of Nevada, Reno. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities.

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 the Series 65 designation and previously worked for Cornerstone Retirement Group from 2004 to 2023. In addition to his advisory role, he is an active 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 with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary focused on tax planning and financial administration.

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 in Reno, NV, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Simplicity Wealth and Prosperity Economics Partners, LLC. Outside of his advisory work, Greene hosts the "Engineer of Finance" podcast, which covers topics such as insurance, savings, investments, business, and self-improvement. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios managed in-house or by third-party strategists, using fundamental, technical, and cyclical analysis combined with strategies like direct indexing and tactical asset allocation.

Martin Mcclellan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at LPL Financial for 20 years and RBC Capital Markets for six years, among others. He has provided investment advisory services through the Mariner Independent Advisor Network, an independent firm, since late 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management and third-party strategist selections using multiple investment methodologies.