Brett Green is a CFP® professional based in Reno, NV, affiliated with Ashcroft Green Advisors, LLC. He has prior experience working at US Immigration Fund for 12 years and has been involved with Advance Realty Professionals since 2009. Outside of his advisory role, he maintains an active real estate license and engages in residential real estate sales. Ashcroft Green Advisors provides personalized portfolio management and comprehensive financial planning to individuals and small businesses. The firm employs fundamental and macroeconomic analysis in its investment approach and offers both discretionary and non-discretionary services, publishing weekly market commentary on the Seeking Alpha platform.

Nicola Kerslake is the sole advisor at NLRK LLC dba Newbean Capital LLC, an independent firm based in Reno, NV. He holds the CFA® designation and has 12 years of industry experience. Outside of his advisory role, Kerslake is the owner and president of Contain, Inc., a company that leases indoor farm equipment and collaborates with equipment suppliers and lenders in the US and Canada. He also manages investment operations for two clients and organizes agriculture-related events. Newbean Capital primarily serves pooled vehicles, institutional arrangements, and other advisers through subadvisory relationships, focusing on private placements, venture capital, and other unlisted equity and debt investments. The firm emphasizes long-term positions based on fundamental and cyclical analysis and often works with early-stage, higher-risk opportunities under performance-based compensation agreements.

Eron Kennedy is a financial advisor at Forthright Partners with a Series 65 credential and four years of industry experience. He previously worked at Trident Capital Advisors, LPL Financial LLC, and Nevada State Bank. Outside of his advisory role, he serves as a trust officer at Premier Trust, discussing trust services with clients, advisors, and attorneys. Forthright Partners provides investment advisory services and employer-sponsored financial education to individuals and corporate clients, offering retirement plan consulting, virtual financial education sessions, and workshops. The firm employs client-centered, suitability-focused strategies incorporating risk assessments, asset allocation, and various investment techniques.

Christina Johnson is a financial advisor at 3rd Creek Investments with a Series 65 designation and one year of industry experience. She has prior experience in accounting, serving as a senior accountant and CPA at 3rd Creek Accounting. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors. The firm combines investment management with affiliated tax and bookkeeping services through its related accounting practice.

Sean Bieker is a financial advisor with Veritas Wealth Advisors in Reno, NV, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at LPL Financial, Bay FC, and Franklin Templeton Distributors Inc. He also spent two years with the Colorado Rapids Youth Soccer Club. Veritas Wealth Advisors serves individuals, retirement plans, corporations, and trusts with investment supervisory services and financial planning. The firm manages approximately $99 million in discretionary assets across various portfolio types and serves a client base that includes both high-net-worth and non-HNW individuals.

Karin Fenwick is a financial advisor at BlackWatch Financial Group, LLC with one year of industry experience. She holds a Series 65 designation and previously served as an assistant professor and Head of the Marketing Department at Universidad Adolfo Ibanez from 2013 to 2025. BlackWatch Financial Group advises ultra-high-net-worth families and charitable organizations, offering discretionary investment management, financial planning, and multi-family office services. The firm employs customized investment policies and diversified asset allocation strategies, including alternative investments, while providing consolidated reporting and administrative services typical of family offices.

Darrell Armuth is a financial advisor with Sensible Portfolios, LLC in Reno, NV, holding a Series 65 designation and 24 years of industry experience. He has been affiliated with Armuth Asset Management since 1994. Sensible Portfolios, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension plans and trusts. The firm emphasizes market efficiency, asset allocation, diversification, and fee management in its investment approach.

Eduardo Fletes is a financial advisor at Sanchez Gaunt Capital Management, LLC with Series 65 and Series 66 licenses. He has worked in the financial services industry since 2022 and has prior experience in education and the entertainment sector. Outside of advisory work, he is a licensed insurance agent offering various insurance products and provides estate planning services through a related entity. Sanchez Gaunt Capital Management advises individual and high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, and offers educational resources and seminars to clients.

Jason Gaunt is a CFP® professional with 13 years of industry experience, currently serving as Chief Operating Officer and financial advisor at Sanchez Gaunt Capital Management, LLC. His prior roles include positions at Independent Financial Group and Panagora Asset Management. Gaunt is also involved as an officer and frequent host on The Jon Sanchez Show, a financial news radio program and podcast used for client education and marketing. Sanchez Gaunt Capital Management, LLC advises individual and high-net-worth clients, trusts, estates, and business entities, providing discretionary portfolio management and referrals to estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop diversified portfolios and offers educational seminars and newsletters to clients.

Donald Peterson is a financial advisor at Peterson Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M.S. Howells & Co. and First Allied Advisory Services. Outside of his advisory role, he serves as an assistant coach for a youth travel hockey team in Reno, NV. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.

Brian Wheeler is a financial advisor with Keystone Wealth Advisors, LLC in Reno, NV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Company. In addition to his advisory work, he provides business consulting services through Keystone Business Brokers, assisting business owners with selling their businesses. Keystone Wealth Advisors serves individuals, retirement plans, trusts, and business entities, managing approximately $26 million in assets across about 90 client relationships. The firm primarily operates on a non-discretionary basis, tailoring portfolios to client goals and risk tolerances, and offers comprehensive financial planning along with ERISA plan services.

Robert Gavrich is a financial advisor at MoneyWell with 15 years of industry experience. He holds a Series 63 designation and has been with MoneyWell since 2022. He also has longstanding involvement with Seasonal Strategy dating back to 1989. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and individual pension plans with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” strategy across multiple asset classes and uses a subadvisor arrangement to implement a Discount Capture strategy for larger accounts.

Daniel Carter is a Series 65-licensed financial advisor with Sierra Management Group in Reno, NV, where he has worked since 2019. He has five years of industry experience, including five years at Eide Bailly LLP prior to joining Sierra Management Group. Outside of advisory work, he manages a tax consulting and preparation business and is involved in the management and development of multiple self-storage facilities. Sierra Management Group is a small SEC-registered advisory firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs customized investment strategies across public and private markets and sponsors storage-focused private pooled investments.

Jonathon Olivas is a financial advisor with AdvoWealth Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Eagle Strategies, Multigenerational Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. He serves on the boards of the Boys and Girls Club of Western Nevada and the Community Health Alliance Foundation. AdvoWealth Advisors provides customized investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as trusts, estates, and employer retirement plans. The firm employs fundamental, technical, and modern portfolio theory techniques, managing a significant portion of assets on a non-discretionary basis and utilizing multiple custodians and platform arrangements.

Lena Armuth is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Sensible Portfolios, LLC since 2021 and previously spent six years with Gerson Lehrman Group. Sensible Portfolios, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension/profit-sharing plans. The firm emphasizes efficient markets, broad diversification, and low fees, managing approximately $167.5 million in discretionary assets for about 159 clients.

Raymond Brown is a financial advisor at Keystone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Transamerica Financial Advisors and World Financial Group Insurance Agency. Outside of his advisory role, he is involved with Browns and Sons, a family business. Keystone Wealth Advisors provides investment management, comprehensive financial planning, family-wealth coordination, and retirement plan services to individuals, families, trusts, estates, and business entities. The firm primarily manages non-discretionary individual accounts, offers advisory services for qualified retirement plans, and integrates insurance products into its client offerings.

Anthony Ozuna is a CFP® with six years of industry experience, currently serving at Sierra Management Group since 2019. Prior to joining the firm, he managed Ozuna CPA, PLLC, a tax consulting and preparation practice. Outside of financial advising, he manages several self-storage facility operations and a tax preparation business affiliated with his firm. Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management using fundamental analysis and modern portfolio theory across a range of traditional and alternative investments, including equities, fixed income, ETFs, REITs, real estate, private placements, and partnership interests.

Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC in Reno, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he has a 50% ownership interest in a real estate management company in Brooklyn, NY. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm focuses on customized portfolio construction with ETFs, stocks, and bonds, employing a fundamental analysis approach tailored to each client’s goals and risk tolerance.

Jess Peterson is a financial advisor at Peterson Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M.S. Howells & Co. since 2018, alongside his role at Peterson Wealth Management beginning in 2017. Outside of finance, Peterson is a minority owner and general manager of Reno Ice Raiders LLC, a men's senior hockey league, and holds a minority interest in Battle Born Hockey School LLC, a hockey skills school. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning services. The firm employs a multi-method investment process and manages approximately $222 million in discretionary assets.

Robert Jorgensen is a financial advisor with Global Macro Asset Management LLC in Reno, NV. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes positions at Brookstone Capital Management, Spire Wealth Management, and BNY Mellon Advisors. Outside of his advisory role, he is a consultant with NV Legal Doc's, LLC, a document preparation firm. Global Macro Asset Management LLC provides discretionary investment management to individual and institutional clients, focusing on a conservative, long-only multi-asset portfolio that emphasizes capital preservation and opportunistic asset allocation across global equities, fixed income, and commodities. The firm manages a concentrated client base primarily through separately managed account strategies.