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.

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. He has previously worked at Trident Capital Advisors, LPL Financial, 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. The firm offers a range of financial planning topics and employs client-centered, suitability-focused approaches incorporating asset allocation, dollar-cost averaging, and various investment strategies.

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 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.

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.

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 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.

David Kissner is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at MK Strategic Equities, an independent firm based in Dayton, NV. Outside of his advisory role, he teaches algebra and calculus through an online math tutoring business called Engaging Math Circles. MK Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six families. The firm emphasizes long-term, non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, offering flexible fee arrangements including AUM, flat fees, and hourly consulting.

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.