Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Candise Holmlund is a CFP® and CFA® with 23 years of industry experience. She has worked at Alaethes Wealth, LLC since 2019 and previously spent 16 years at Weatherly Asset Management, L.P. Alaethes Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a variety of analytical approaches and offers tailored investment programs, ongoing portfolio management, and ERISA plan consulting.

Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.

Lee Abramovitz is a financial advisor with Prosperity Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has worked at firms including Vanderbilt Financial Group, Fortune Financial Services, and LPL Financial LLC. Outside of his advisory role, he is also licensed as an insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and emphasizes tailored portfolio supervision through multiple methods of analysis and ongoing oversight of third-party managers.

Marc O'Brien is a financial advisor at PlanMember Securities Corporation with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment and Legend Equities Corporation. Since 2013, he has also operated his own business providing insurance sales and services related to life, disability, health, Medicare supplemental, and annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Sean Casey is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Leslie Day is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. She is also co-owner of Leslie Roper Day & Associates, LLC, through which she conducts securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers various discretionary and customized portfolio solutions, supporting advisors who deliver advice under Commonwealth’s supervision.

Theodore Rich is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 licenses, and has 33 years of industry experience. He worked at Wells Fargo Clearing for 29 years before joining D.A. Davidson in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advice, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and notable for its municipal advisory activities and affiliated custodial services.

Alisha Ragusa is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. She has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to her financial services career, she worked in the hospitality sector with MontBleu Resort Casino & Spa and Caesars Entertainment. Outside of her advisory work, Ragusa volunteers as an assistant coach for a youth baseball organization and serves as Vice President on the executive board of a local nonprofit supporting victims of domestic violence. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with a focus on retirement investors and advisory services connected to insurance and annuity products.

Alexander Harker is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2021, with prior roles at New York Life and other firms. Harker is also a notary public serving D.A. Davidson clients in Minden, NV. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm emphasizes fiduciary standards and utilizes both qualitative and quantitative analysis in its advisory process, with specialized services such as municipal advisory and a Private Wealth program for clients with significant net worth.

Patrick Ehsan is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. He holds a Series 63 designation and has been with Independent Financial Group since 2011. Outside of his advisory role, he is an employee at Simply Good Foods, serving as a director of the Small Format Channel focusing on convenience stores. 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 and utilizes multiple advisory platforms and third-party asset managers to implement client investment profiles across various program options.

Kenneth Benedict is a CFP® with 26 years of industry experience, currently with Kestra Advisory. He previously worked eight years at Sagepoint Financial, Inc. Benedict is also an Enrolled Agent with the IRS, providing tax preparation and audit defense services, and conducts retirement planning training seminars through his educational venture, Retirement Planning Today. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including sovereign wealth funds.

Megan Phillips is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for 12 years before joining D.A. Davidson in 2020. Outside of her advisory role, she is a 50% owner of Battle Born Wine, where she assists with sales, marketing, and general management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis to guide investment recommendations.

Timothy Cleveland is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donovan Jackson is a CFP® professional affiliated with LPL Financial, bringing 35 years of experience in the financial services industry. His career includes roles at Jackson & Whitaker Inc and Waddell & Reed, Inc., as well as work with The Church of Jesus Christ of Latter Day Saints. He is a co-owner of Jackson & Whitaker, a business related to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.

Natalie Nielson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to her advisory roles, she has been involved with Realty Executives Nevada's Choice since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stuart Shipley is a financial advisor with Edward Jones in Minden, NV, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Brady is a CFP® professional with 39 years of experience in the financial industry. He has been with LPL Financial since 2019 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Brady operates Brady and Associates, an investment-related business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Donald Johnson is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for 28 years and Western International Securities, Inc. for five years. Johnson also operates Johnson Wealth Group as a business activity associated with his LPL practice. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.