James Lambert is a CFP® with 24 years of industry experience, currently serving at Capital Trust Advisors. He previously led Lambert Wealth Advisory, LLC for 12 years and worked at UC Davis for over two decades. His credentials also include Series 63 and Series 65 licenses. Capital Trust Advisors is a multi-advisor firm that provides discretionary wealth management and financial planning services to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in mutual funds and ETFs.

Gwen Straley is a financial advisor with 3rd Creek Investments, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. She has been with 3rd Creek Investments since 2016. Outside of her advisory role, she serves as Board President and Executive Director of a private family foundation and assists with accounting and operations for angel investing and venture capital firms. 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 emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while also providing tax and bookkeeping services through an affiliated CPA practice.

Roger Wittenberg is a financial advisor at Bodhi Tree Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked concurrently at International Supply Co and Trex Company for over two decades. Outside of advisory work, he serves as CEO of International Supply Consortium LLC, a real estate-related business. Bodhi Tree Capital Management advises qualified individual and institutional investors, primarily high-net-worth clients, using an options-centric investment approach that combines a core S&P 500 ETF position with cash and option strategies. The firm manages separately managed accounts and a pooled hedge fund, employing both fundamental and technical analysis.

Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 designation and three years of industry experience. Prior to joining Conway Partners, he worked in operations management at Stryker Corporation and held roles at Gauss Surgical. He is based in Incline Village, NV. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and insurance companies. The firm employs diversified, asset-allocation portfolios using low-cost ETFs and third-party managers, and offers specialized services such as retirement plan consulting and held-away product advice.

Lisa Farrier is a CFP® professional with 10 years of industry experience. She has worked at Nest Egg Financial Advisors since 2018 and previously at Open Window Financial Solutions, Ltd. from 2013 to 2016. From 2016 to 2019, she operated a bookkeeping business. 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 uses a long-term, asset-allocation approach focused on diversification and behavioral finance concepts to support customized portfolio management and financial planning.

Dave Straley is a financial advisor at 3rd Creek Investments with 21 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2002. Straley is also a CPA and operates an accounting sole proprietorship. He co-founded and serves as board treasurer of the 3rd Creek Foundation, a private family nonprofit. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors.

Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.

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.

Michael Kissner is the sole advisor at Mk Strategic Equities, an independent firm based in Dayton, NV. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having founded Mk Strategic Equities in 2010. Mk Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six client families. The firm offers ongoing portfolio management on a non-discretionary basis, as well as flat-fee and hourly consulting, focusing on long-term buy-and-hold strategies using mutual funds, ETFs, and occasional individual securities.

Brent Hause is a financial advisor with Fortuna Investors LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has previously worked at Griffin Capital Securities and Access Securities. Outside of financial advising, Brent is a part-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, CA, where he advises on business strategy on a part-time basis. Fortuna Investors LLC provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as corporate clients. The firm typically constructs ETF-focused portfolios using quantitative analysis and modern portfolio theory, managing accounts on a discretionary basis with monthly reviews and customized model portfolios.

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

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.

Steven Smit is a CFP® with 16 years of industry experience, currently serving at Powerhouse Financial Advisors, Inc. Prior to joining Powerhouse Financial Advisors in 2025, he was associated with Steven James Financial and BackNine Insurance and Financial Services, among others. He is also an author with a book distributed through online services and provides tax preparation referrals to enrolled agents. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm creates diversified portfolios using fundamental and technical analysis and manages accounts with third-party platforms, including SEI sub-advised models and Howard Capital Management funds, tailoring strategies to client objectives and risk tolerances.

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.

Steven Re is a CFA® charterholder with 50 years of industry experience. He has been with Fairbanks Capital Management, Inc. in Gardnerville, NV since 1996. Fairbanks Capital Management provides discretionary investment management and limited financial-planning advice to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm pursues a concentrated, long-term equity strategy combined with an investment-grade fixed-income sleeve, managing portfolios on a discretionary basis with documented risk controls and quarterly reporting.

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.

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.

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.