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.

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 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 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.

Martin Mcclellan is a financial advisor with Private Advisor Group, LLC, holding the Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model using technology platforms and third-party managers.

Wendy Hammond is a CFP® with 18 years of industry experience. She currently serves as an advisor at Private Advisor Group, LLC and has prior experience with Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and Wells Fargo. In addition to her advisory work, she holds a notary commission in Reno, NV. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s advisory approach is fiduciary-based, employing a range of investment strategies and technology platforms while often utilizing third-party managers and TAMPs.

Christopher Gant is a CFP® professional with 42 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2018, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment management services, utilizing both internal and third-party strategies across various asset classes.

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. in Sparks, NV, 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. Outside of advisory work, Alvarenga operates an online store on Etsy 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, individual and high-net-worth investors, and charitable and corporate clients. The firm offers various advisory solutions under fiduciary standards and distinguishes itself through municipal advisory services and affiliated trust companies.

Mason Michalski is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he held various positions including roles at Ameriprise and Allstate. Outside of financial services, he has experience with businesses such as Aquablue Aquarium Solutions and Mosquito Hunters. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures, emphasizing non-discretionary recommendations and operating as both an SEC-registered investment adviser and a broker-dealer.

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.

Michael Moss is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 credentials and offering 44 years of industry experience. Prior to joining Independent Financial Group in 2014, he worked at firms including Merrill and First Allied Advisory Services. He is a 50% owner and officer of M Group Advisors LLC, a business entity involved in marketing securities, advisory, and insurance services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm-developed and third-party models, combining active and passive investment strategies tailored to client risk profiles.

Cheryl Young is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates both as a registered investment adviser and broker-dealer, providing access to diverse investment solutions and placement services.

Stacey Kruse is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Transamerica since 2012 and is also involved with College Funding Solutions as a certified college advisor, providing education on college planning and scholarship opportunities. Additionally, she volunteers as a basketball coach for the Washoe County School District. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach and third-party managers to deliver investment advisory and retirement services through multiple platforms.

John Rhoads Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with United Planners since 2002 and also serves as president of Lifeline Estate Services Inc., a company focused on estate planning. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Cade Mc Cusker is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at VALIC Financial Advisors Inc and Ameriprise Financial Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Christine Parman is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at Eagle Strategies since 2021 and concurrently with NYLife Securities LLC and New York Life Insurance Company since 2014. Parman also owns and operates Frontline Wealth Group, focusing on selling New York Life products and brokering non-registered insurance products. She serves as a board member of Scarlet Hope, a nonprofit organization that provides outreach to women in the adult entertainment industry. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through various program types, with the majority of assets managed on a non-discretionary basis.