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.

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.

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.

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.

Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he has a 50% ownership interest in 281 Realty Associates LLC, where he manages rental property. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental, long-term investment approach and offers customized portfolio construction using ETFs, individual stocks, bonds, and independent managers.

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.

Michael Williamson is a Financial Advisor with Merrill Lynch Wealth Management, bringing 17 years of experience in helping individuals plan and execute retirement strategies. He focuses on understanding clients' financial goals to develop personalized wealth management plans that address investment, tax efficiency, and wealth preservation. Michael offers services that include corporate executive services, divorce transition planning, family wealth management, retirement income planning, portfolio management, and tax minimization. He serves as a resource for general investing, retirement planning, and unexpected financial needs, with access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered under NMLS#1822400. He earned his high school diploma from Corsicana High School. Outside of his professional work, Michael enjoys adventure sports, camping, golfing, and hiking. His mission is to help clients navigate the complexities of personal finance by developing manageable and easy-to-understand financial plans aligned with their unique life goals.

Leonard Simon is a ChFC®-designated financial advisor with 57 years of industry experience. He is currently with Keystone Wealth Advisors, LLC and has prior experience at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he spends a significant portion of his time selling insurance products as a licensed insurance agent. 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 while providing comprehensive financial planning and ERISA plan services.

Andrew Peterson is a financial advisor at Peterson Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at M.S. Howells & Co. since 2020 and First Allied Securities, Inc. from 2018 to 2019. Outside of finance, Peterson is a minority owner and player of the Reno Ice Raiders hockey team and serves as head coach and minority owner of the Battle Born Hockey 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. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.

Thomas Prutzman is a financial advisor with AdvoWealth Advisors, LLC in Reno, NV, holding Series 63 and Series 65 designations and 26 years of industry experience. He has led Prutzman Wealth Management since 2006. AdvoWealth Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm combines fundamental and technical analysis with modern portfolio principles, managing approximately $44.9 million for about 101 clients in a two-advisor practice.

Alexander Kasper is a financial advisor with Grow With Me, holding a Series 63 license and bringing 28 years of industry experience. He has been with Grow With Me since 2023 and has been working under his own name since 1996. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by providing tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm employs a primarily passive investment approach with periodic reviews and integrates tax and estate considerations into its planning.

Brent Burr is a financial advisor with Burr Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior experience includes roles at Independent Financial Group, Woodbury Financial Services, Inc., and Avantax Advisory Services. Outside of advising, he owns Burr Tax and Financial Services, which provides tax preparation and related accounting services. Burr Financial Services offers investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and an asset-allocation framework to create customized portfolios, delivering services such as discretionary asset management, retirement and estate planning, tax integration, and insurance planning.

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.