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 financial advisor at Voya Financial Advisors, Inc. in Reno, NV, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Ameriprise and Tax Planning Solutions LLC, as well as involvement with small businesses such as Mosquito Hunters and Aquablue Aquarium Solutions. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and access to third-party money managers through multiple program structures that emphasize non-discretionary recommendations.

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, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Independent Financial Group since 2014 and is a 50% owner of M Group Advisors LLC, a business entity used for marketing securities, advisory, and insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and employs multiple advisory program platforms with discretionary and non-discretionary management options.

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.

Nicholas Cohee is a CFP® with five years of industry experience, currently affiliated with Private Advisor Group, LLC in Reno, NV. He has held roles at Legacy Wealth Planning, Mariner Independent Advisor Network, and LPL Financial. Outside of finance, he served as a race director for China Peak Mountain Resort. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, utilizing various analytical approaches and client customization options.

Kelly Crane is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, TrueNote Investment Advisors, and Cetera Advisor Networks, as well as nearly three decades at Napa Valley Wealth Management. Outside of advisory services, he maintains a personal blog focused on lifestyle, family, travel, finances, business, wine, and Bay Area living, and serves as a board member of a for-profit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services through a large network of advisors.

Stanley Goodin is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including longstanding roles at NYLife Securities LLC and New York Life Insurance Company since the early 1980s. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working with individual investors as well as defined contribution and benefit plans.

Michael Zunini is a financial advisor at Benjamin F. Edwards & Company, Inc. in Reno, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory and investment management services with a mix of firm-developed and third-party model strategies.

Thomas Troutner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 19 years of industry experience. He previously worked at Equius Partners for 17 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers with oversight from an internal Investment Committee.

Linda Lovie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Brokers International Financial Services LLC since 2011 and has been affiliated with various insurance carriers through W&R Insurance Agencies since 2005. Outside of her advisory work, she owns Creating with Lovie, a business that sells art designs and related items. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Serge Villani is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior work includes roles at Fidelity Investments and Gwfs Equities, Inc., along with 15 years at Vegas Sports, Inc. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework with a diverse mix of investment vehicles and emphasizes ongoing client monitoring and support.

Liam Hudler is a financial advisor with TIAA-CREF in Reno, NV, holding a Series 66 registration and five years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and LPL Financial, as well as experience outside finance at Hilton Hotels and the University of Oregon. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Connor Jamerson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience outside the financial sector at Sports West Athletic Club. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services, often providing non-discretionary, recommendation-based advice through multiple program structures such as wrap programs and third-party money manager access.