Harris Kirschner is a financial advisor at 3rd Creek Investments with 13 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2010. Outside of his advisory role, Kirschner serves as Chief Financial Officer of a medical device company and is involved in managing several angel investing and venture capital firms, as well as a private family foundation. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, with additional services for private companies and retirement plans. The firm’s investment approach emphasizes diversification, disciplined asset allocation, and a generally buy-and-hold strategy, incorporating ESG analysis and offering advisory services on private placements and alternative investments for qualified investors.

Paul Boyd is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1996 and holds Series 63 and Series 65 licenses. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and operates private funds focused on later-stage technology and technology-enabled companies.

Karl Hansen is a financial advisor with Vita Planning Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at several firms including Liberty Group, LLC and AE Financial Services, LLC. Outside of his advisory role, Hansen serves as president and director for local homeowners associations and is involved in property management and investment through multiple business entities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm offers both discretionary and non-discretionary fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation.

Christopher Delellis is a financial advisor at Bodhi Tree Capital Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Bodhi Tree Capital Management since 2012. Bodhi Tree Capital Management serves qualified individual and institutional investors, primarily high-net-worth clients, focusing on equities and equity options through separately managed accounts, advisory services, and management of a pooled hedge fund. The firm employs an options-centric, active overlay strategy combining fundamental and technical analysis to enhance yield and provide downside protection.

Cavalot Capital is a fee-only, wealth management firm serving clients nationwide from offices in Truckee and Redding, California. We specialize in working with business owners, multi-income households, and retirees who are looking for a more integrated approach to financial planning. Many of our clients have complex situations that involve multiple income streams, equity compensation, real estate, or retirement transitions, and they value having a single, trusted partner to help bring clarity and coordination. Our services combine financial planning, investment management, and proactive tax strategy under one roof. By bundling these areas together, we help clients reduce friction, avoid costly surprises, and ensure more of what they earn goes towards their life goals and financial objectives. The value we offer is rooted in transparency, responsiveness, and practical guidance. Clients come to us because they want a clear plan for the future that adapts as life changes, and to have a financial expert on retainer to make sense of it all. Our goal is to help each client make better financial decisions, gain back time and peace of mind, and feel confident that their money is aligned with the life they want to live. Damian currently lives around Lake Tahoe, CA and spends most of his down time ski racing and trail running. He is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner® & CTEC Registered Tax Preparer (CRTP).

David Simon is a financial advisor at HG Wealth Partners LLC with 42 years of industry experience. He previously worked at Western International Securities, Inc. for 21 years. He holds Series 63 and Series 65 licenses. HG Wealth Partners is a small registered investment adviser that provides discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and certain institutional or corporate accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, offering financial planning as a separate engagement without requiring implementation through the firm.

Howard Cunningham is a financial advisor at Cunningham Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Cunningham Investment Management since 2009 and Cunningham Asset Management since 2002. Cunningham is also majority owner of Algorithmic Solutions, Inc., which develops proprietary software used to support his firm’s advisory services and programs. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process through its InvestFlex™ suite and offers separately managed accounts, unified managed accounts, and private-labeled research for other advisers.

Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.

Elizabeth Eldridge is a financial advisor at Rubey & Rust Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Enovix Corporation for ten years. Outside of her advisory role, she provides financial planning and analysis consulting to Nutcracker Therapeutics, a private biotech company. Rubey & Rust Capital Management offers portfolio management and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary management, including retirement plan consulting for employer-sponsored plans.

Ryan Adams is a financial advisor at Cunningham Investment Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Intelligent Financial, Inc. and Algorithmic Solutions, Inc. Outside of his advisory role, Adams serves as president of Adams Advisory Services, a business consulting firm. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven approach to dynamic asset allocation through its InvestFlex™ suite, offering model research and managed strategy implementation to other advisers and platforms.

Gary Burnell is a financial advisor at Blueprint Investments and Tax Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blueprint Investments, he worked at Tahoe Investments and Tax Planning, LLC and has experience in education with Crandall Independent School District as well as in real estate through Burnell Homes, LLC. Blueprint Investments and Tax Planning serves individuals, small businesses, trusts, and charities, providing discretionary model portfolio management, comprehensive and hourly financial planning, and advisory referral services. The firm manages approximately $28.2 million in discretionary assets for around 193 clients, focusing on goal-driven model portfolios tailored to clients’ risk tolerances and tax considerations.

Karen Craig is a financial advisor at AlpenGlobal Capital, LLC with three years of industry experience. She holds the Series 63 and Series 65 designations and has been with AlpenGlobal since 2014. AlpenGlobal provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and other entities. The firm focuses on tailored investment plans based on clients’ financial conditions, objectives, risk tolerance, and time horizon, emphasizing individual global equity positions supported by fundamental research and long-term holding strategies.

Creg Shaffer is a financial advisor at Momentum Capital Management with 15 years of industry experience. He holds a Series 65 designation and has held roles at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advisory work, he is president and CEO of Foresee Analytics, Inc., a management consulting and computer systems implementation firm. Momentum Capital Management is a fee-only registered investment adviser serving individuals, trusts, and business clients with wealth management and project-based financial planning. The firm employs a combination of modern portfolio theory and various analytical approaches, offering discretionary portfolio management as well as private and non-traded investment recommendations when appropriate.

John Leverett is a financial advisor at Cunningham Investment Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Pinnacle Accounting and Finance since 2008, where he also serves as a consultant providing accounting and finance consulting services. Cunningham Investment Management offers discretionary and non-discretionary portfolio management through separately managed and unified managed accounts for individuals, family offices, financial advisors, and institutions. The firm employs a systematic, quantitatively driven investment approach using proprietary models to allocate across multiple asset classes.

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has maintained since 2013. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm employs a long-term, asset-allocation investment approach focused on diversification and periodic rebalancing, integrating values-based planning and behavioral finance concepts into its advice.

Ryan Ritchie is a financial advisor at 7Two with six years of industry experience. He holds a Series 65 designation and has held leadership roles at Talos Investment Partners, LLC and MoyBridge, LLC, where he serves as Managing Director. His prior experience includes eight years at Hallador, Inc. 7Two provides investment advisory, financial planning, and consulting services to individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis to construct portfolios and manages both discretionary accounts and private pooled vehicles.

Stephen Murphy is a financial advisor with Triumph Capital Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Campbell & Company LP. He is also an insurance agent with Triumph Capital, LLC, where he provides fixed insurance products as part of clients’ financial planning. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing various investment strategies and model portfolios tailored to client objectives.

Nancy Tengler is a financial advisor at Laffer Tengler Investments, Inc. with 10 years of industry experience. She holds a Series 65 designation and has worked at Laffer Tengler since 2020. Her prior experience includes roles at ButcherJoseph Asset Management and Arizona Bank & Trust. Laffer Tengler Investments serves individual and high-net-worth clients, as well as institutional and intermediary clients, providing discretionary portfolio management, model portfolio delivery, and acting as a manager in wrap fee programs. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to implement proprietary investment strategies across multiple asset types.

Mark Holmlund is a financial advisor at Alaethes Wealth, LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Alaethes Wealth since 2019, following five years as a student. Alaethes Wealth, LLC serves individuals, high-net-worth clients, and plan sponsors with discretionary and non-discretionary asset management, financial planning, and retirement plan services. The firm manages over $500 million across about 99 client relationships, employing a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with options strategies and IPO access.

William Litton II is a CFP® with 39 years of industry experience and is currently with Castle Coast Wealth, LLC, where he has worked since 2020. He previously operated under Litton Financial and was also affiliated with LPL Financial from 1993 to 2018. Outside of financial advising, he is the owner of Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, serving individuals, high-net-worth clients, trusts, and retirement plan sponsors. The firm employs both quantitative and qualitative investment analysis, offers discretionary portfolio management, and provides ERISA 3(21) and 3(38) advisory services.