Wendy Hammond is a CFP® and holds a Series 66 license with 18 years of industry experience. She currently advises through Private Advisor Group, LLC and has worked previously at firms including Mariner Independent Advisor Network, LPL Financial, and Wells Fargo Advisors. Wendy is also a notary in Reno, NV. Private Advisor Group provides services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Christopher Gant is a CFP®-designated financial advisor with 42 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he teaches a Stocks and Bonds course at Truckee Meadows Community College and serves as a ski coach for Galena High School in Reno, NV. 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 a network of over 500 advisors. The firm offers a range of services including financial planning, investment management consulting, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party managed solutions.

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 with Voya Financial Advisors, Inc. in Reno, NV. He holds a Series 66 designation and has been in the industry since 2026. His prior roles include positions at Ameriprise and Tax Planning Solutions LLC. Voya Financial Advisors, Inc. is an enterprise firm serving individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporations with financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies, model portfolios, and technology tools to manage accounts, primarily on a non-discretionary basis.

Terry Levenberg is a CFP® with 13 years of industry experience, currently advising at Prime Capital Financial. His prior work includes roles at Double Diamond Investment Group, Enso Wealth Management, Charles Schwab, and Truist Investment Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a comprehensive 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 platforms and includes an affiliated accounting subsidiary and a 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.

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.

Marcia Arnheim is a CFP® with 40 years of industry experience. She has worked at Sanctuary Advisors, LLC since 2015 and has prior experience at Sanctuary Securities, Inc. and Citigroup Global Markets. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to multiple managed account platforms, delivering advice through IARs with discretion over investment strategies.

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® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with Legacy Wealth Planning, Mariner Independent Advisor Network, and LPL Financial. Outside of financial advising, he served as Race Director at China Peak Mountain Resort. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses a variety of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Kelly Crane is a CFP® professional with 42 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, TrueNote Investment Advisors, and Napa Valley Wealth Management. Outside of his advisory role, he maintains a personal blog covering lifestyle, family, travel, finances, and regional topics, and serves on the board of a for-profit financial resources company. He is also involved in commercial fishing through a separate business venture. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting 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 investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Jessica Cuevas is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and five years of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Incorporated, and Costelloe Financial, along with involvement in various ventures such as Rishi Yoga and Greatfull Gardens. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Stanley Goodin is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over two decades running Goodin Insurance & Financial Services and more than 40 years affiliated with New York Life and its related entities. In addition to his advisory work, he is an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Zunini is a financial advisor with 18 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses. 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 a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

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.