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.

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).

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.

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.

Cole Holmlund is a financial advisor at Alaethes Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Morgan Stanley. Alaethes Wealth, LLC offers discretionary and non-discretionary asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm manages just over $500 million across approximately 99 client relationships and employs a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with access to IPOs and ongoing strategic advisory engagements.

James Aljian is a financial advisor at Aljian Capital Management in Carson City, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aljian Capital Management since 2013. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, retirement plans, and business entities. The firm manages approximately $576 million in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and borrowing in separately managed accounts.

James Cable is a financial advisor at American Financial Advisors Inc with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at American Financial Advisors since 2014. Prior to this, he spent 38 years at American Airlines and has been involved with CPS Insurance since 2010, occasionally selling fixed insurance products. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) plan advisory services. The firm employs a committee-driven investment approach focused on passive asset-class allocation using low-cost index and adviser-access mutual funds, managing accounts on a non-discretionary basis with periodic rebalancing and client approval.

Richard Sladek is a financial advisor at Union Capital Company with 57 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 50 years before joining Union Capital Company in 2018. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a process-oriented approach based on Markowitz modern portfolio theory, offering both discretionary and non-discretionary portfolio management across a range of investment strategies.

Mansoor Kisat is a financial advisor with Aljian Capital Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Morgan Stanley Smith Barney, where he worked for 35 years, and M.S. Howells & Co. He is based in Carson City, NV. Aljian Capital Management provides portfolio management and pension consulting services to individual and high-net-worth clients, as well as pension and corporate plan sponsors. The firm utilizes a combination of fundamental and technical analysis and implements a variety of investment strategies, including option writing and short sales, which are less common among similar advisory teams.

Candise Holmlund is a CFP® and CFA® with 24 years of industry experience. She has worked at Alaethes Wealth, LLC since 2019 and spent 16 years at Weatherly Asset Management, L.P. prior to that. Alaethes Wealth, LLC provides asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm uses a diverse investment approach including fundamental, technical, quantitative, and cyclical analysis, and offers services such as IPO access and strategic advisory engagements for complex financial situations.

Jessica Markarian is a financial advisor at Aljian Capital Management in Carson City, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Aljian Capital Management since 2013, working as part of a three-advisor team. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, employer-sponsored retirement plans, and business entities. The firm manages approximately $576 million in assets and employs a combination of fundamental, technical, and cyclical analysis, utilizing a variety of investment instruments including ETFs, mutual funds, stocks, bonds, and derivatives.

William Haynes is a CFP® with four years of industry experience, currently serving as an advisor at AMC Wealth Management, LLC. His background includes roles at Wells Fargo and founding Haynes Investment Advisors LLC. Prior to his financial career, he spent a year with the New York Yankees. AMC Wealth Management, LLC is a six-advisor firm managing approximately $111 million in discretionary assets for around 125 clients. The firm provides financial planning and discretionary investment management, focusing on custom portfolios built with ETFs and mutual funds using a strategic asset-allocation approach.

Benjamin Sloves is a financial advisor at Prospera Financial Services, Inc. with seven years of industry experience. He previously worked at Morgan Stanley and its Private Bank, as well as Sierra Wellness and the University of Nevada, Reno. Outside of his advisory role, Mr. Sloves owns a clothing and shoe wholesale business. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.