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.

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. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Voya, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His background also includes experience outside the financial services industry at Sports West Athletic Club. 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 account programs, and brokerage and insurance product distribution, delivering advice primarily on a non-discretionary basis.

Bradlee Berk is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios, and it acts as adviser to a donor-advised fund.

Tanner Johnson is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at LPL Financial LLC and Smoky Hill Financial Group from 2021 to 2024. His background also includes self-employment with DoorDash and roles in the food service industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Phillip Mahoney is a financial advisor with LPL Financial in Reno, NV, holding the CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has worked at LPL Financial since 2006 and has prior experience with Legacy Wealth Planning, Mariner Independent Advisor Network, and Private Advisor Group. Outside of advisory work, he assists clients with estate planning facilitation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, using model portfolios, third-party research, and technology-driven solutions.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Marc Spiegel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as co-trustee for his father's investment-related trust in Henderson, Nevada. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Edward Woo is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Woo has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steve Russell is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves on the investment committee of the Thunderbird Lodge Preservation Society and is treasurer for Foundation 36, Inc., both organizations focused on preserving Nevada and Western history. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.