Michael Mellberg is a financial advisor at Michael Mellberg Investment Advisor in Reno, NV, holding a Series 65 designation with five years of industry experience. He previously worked at Larry Bigler CPA, Inc. and Bigler and Mellberg CPAs, Inc., and currently owns and operates Michael Mellberg CPA LLC, an accounting firm offering tax and bookkeeping services. Michael Mellberg Investment Advisor provides discretionary portfolio management and financial planning to individual, business, and retirement-plan clients. The firm uses a passive, Modern Portfolio Theory-based investment approach implemented by a third-party registered investment adviser and serves as a fiduciary for retirement accounts.

John Nunn is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with Paradigm Capital Management, an independent firm based in Reno, NV, since 2015. Paradigm Capital Management provides individualized investment management to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable accounts. The firm manages portfolios on a discretionary basis using ETFs, individual equities, and occasional bonds or mutual funds, combining fundamental and statistical analysis with a patient, disciplined investment approach.

Benjamin Winston is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is the sole advisor at Winston Wealth Strategies, LLC in Reno, NV, and has previously worked at Gradient Capital, LLC, MML Investors/Abowd & Rose Financial, and Aspire Capital Advisors. Outside of his advisory practice, he serves as a senior financial analyst at Basin Street Properties, a real estate private equity company. Winston Wealth Strategies, LLC offers discretionary asset management, financial planning, and ERISA plan consulting services to both retirement plan sponsors and individual investors across a range of wealth levels. The firm employs fundamental analysis, Modern Portfolio Theory, and Monte Carlo modeling, managing portfolios directly or through vetted third-party asset managers.

Jonathan Fritzinger is a financial advisor at Western Level Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sequent (North America) LLC, Quantum Capital, and Zazove Associates. Western Level Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and plan sponsors. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, applying Modern Portfolio Theory with a core-plus-satellite investment approach focused on low-cost ETFs and index funds.

Daniel Joensen is a financial advisor at Oresund Capital LLC with 12 years of industry experience and holds a Series 65 designation. He operates as the sole advisor at the firm, which is based in Reno, NV. Oresund Capital LLC manages approximately $20.8 million and serves accredited investors and qualified purchasers, primarily institutional clients such as foundations and endowments. The firm employs a fundamentally driven, life-sciences focused investment strategy, taking concentrated, often long-term positions across equity, debt, and related derivatives while engaging with company management as appropriate.

Justin Spees is the sole advisor at Just Advisors, an independent registered investment adviser based in Incline Village, NV. He holds a Series 66 credential and has 17 years of industry experience. Prior to founding Just Advisors in 2016, he worked at Global Market Trading and served as an Assistant Professor and Chair of the Business Department at Sierra Nevada University from 2016 to 2022. Spees is also the director of Give The Dream Foundation, a nonprofit charity he has been involved with since 1997. Just Advisors provides tailored investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $5 million and includes corporate and charitable clients as part of its notable client mix.

Lauren Landfield is a CFA® charterholder and Series 63 licensed advisor with seven years of industry experience. She has worked at Panthera Capital LLC since 2018 and previously held roles at ClearPlay, Inc. and Zazove Associates. Landfield serves on the advisory board of ClearPlay, a company focused on video content filtering, where she provides advice on corporate finance matters. Panthera Capital LLC is an independent, single-advisor registered investment adviser that manages tailored portfolios for qualified and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with strategies including equity long/short and position monetization, integrating derivatives and risk management techniques in client accounts.

Ryan Nelson is a financial advisor at Alchemy Wealth Management in Reno, NV, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining his current firm in 2020. Alchemy Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, corporations, business owners, and charitable organizations. The firm offers discretionary portfolio management and financial planning services based on Modern Portfolio Theory, often using passive index funds and ETFs, and provides distinctive employee benefit plan services to employer plan sponsors.

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.

Scott Albright is a financial advisor at Trident Capital Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Nevada State Bank. Scott is also involved in insurance sales, spending approximately 10 hours per month offering various insurance products. Trident Capital Advisors is an independent, state-registered investment adviser that provides discretionary and non-discretionary investment management and financial planning services to individual clients. The firm offers tailored investment strategies and manages client accounts through a sponsored wrap fee program, combining investment management with standalone financial planning services.

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 in Reno, NV, holding a Series 65 designation with four years of industry experience. Prior to joining Forthright Partners, he worked at Trident Capital Advisors, LPL Financial, and Nevada State Bank. In addition to his advisory role, Kennedy serves as a trust officer at Premier Trust, where he discusses trust services with clients, advisors, and attorneys. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm manages assets primarily on a non-discretionary basis, tailoring recommendations to clients’ risk tolerances and offering employer-paid financial education, public workshops, and limited hourly consulting alongside asset management services.

Todd Hurlbut is a financial advisor with Incline Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has held investment roles at Newarc Investments, Inc., Incline Investment Management, and Portsmouth Financial. Hurlbut serves as Chief Investment Officer and Portfolio Manager at Incline Investment Management, where he runs a program that generates trade orders based on end-of-day market data. Incline Investment Advisors is a registered investment adviser providing discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients and families. The firm uses a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk-managed portfolios across various asset classes, implementing strategies mainly on a discretionary basis that may include options, futures, and volatility trading.

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 four years of industry experience. His prior roles include positions at LPL Financial, Bay FC, and Franklin Templeton Distributors Inc. He also has experience with the Colorado Rapids Youth Soccer Club. Veritas Wealth Advisors provides investment supervisory services and financial planning to individuals, retirement plans, corporations, and trusts. The firm manages approximately $99 million in discretionary assets across various account types and serves both high-net-worth and non-high-net-worth clients.

Douglas Cheek is a financial advisor at Nevada Retirement Planners, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Nevada Retirement Planners since 2008. Outside of his advisory role, he serves as a judge for the Nevada State Athletics Commission, regulating sports since 1989, and is a presenter for the American Financial Education Alliance. Nevada Retirement Planners, LLC provides discretionary asset management, financial planning, and consulting services, serving a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm develops investment programs based on client objectives and risk tolerances, often operating under discretionary trading authority, and also facilitates relationships with third-party money managers.

Darrell Armuth is a financial advisor at Sensible Portfolios, LLC with 23 years of industry experience. He holds a Series 65 designation and has been managing assets through Armuth Asset Management since 1994. 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 around 159 clients without requiring a minimum account size.

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.