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.

Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.

Lee Abramovitz is a financial advisor with Prosperity Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has worked at firms including Vanderbilt Financial Group, Fortune Financial Services, and LPL Financial LLC. Outside of his advisory role, he is also licensed as an insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and emphasizes tailored portfolio supervision through multiple methods of analysis and ongoing oversight of third-party managers.

Marc O'Brien is a financial advisor at PlanMember Securities Corporation with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment and Legend Equities Corporation. Since 2013, he has also operated his own business providing insurance sales and services related to life, disability, health, Medicare supplemental, and annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Sean Casey is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, incorporating both qualitative and quantitative analyses in its investment recommendations.

Leslie Day is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. She is also co-owner of Leslie Roper Day & Associates, LLC, through which she conducts securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers various discretionary and customized portfolio solutions, supporting advisors who deliver advice under Commonwealth’s supervision.

Theodore Rich is a financial advisor with D.A. Davidson & Co. in Minden, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing for 29 years before joining D.A. Davidson in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards.

Alisha Ragusa is a financial advisor with Eagle Strategies (NY Life) based in South Lake Tahoe, CA, holding Series 63 and Series 66 licenses with five years of industry experience. Her background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and prior experience in the hospitality sector with MontBleu Resort Casino & Spa and Caesars Entertainment. Outside of her advisory work, she volunteers as an assistant coach for a youth baseball organization and serves as Vice President on the executive board of a local nonprofit supporting survivors of domestic violence and abuse. Eagle Strategies serves a diverse client base of individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Alexander Harker is a Series 66-licensed financial advisor with D.A. Davidson & Co. and has four years of industry experience. His prior work includes roles at New York Life and various other companies in Nevada. He is also commissioned as a notary public, providing notarization services exclusively for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Patrick Ehsan is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 39 years of industry experience. He has worked with Independent Financial Group since 2011 and has prior experience with Securities America Advisors, Inc. from 1998 to 2008. Outside of advising, he serves as a director in the small format channel at Simply Good Foods. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party investment models across multiple platforms and emphasizes strategic asset allocation with a mix of active and passive exposures.

Kenneth Benedict is a CFP® with 27 years of industry experience, currently serving at Kestra Advisory Services, LLC. His career includes roles at Sagepoint Financial, Charles Schwab, and other firms. Benedict is an enrolled agent providing tax preparation and audit defense services and conducts retirement planning training seminars through his educational venture. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base ranging from plan sponsors to sovereign wealth funds.

Megan Phillips is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Minden, NV, with 16 years of industry experience. She previously worked at Wells Fargo Clearing for 12 years before joining D.A. Davidson & Co. in 2020. Outside of her advisory work, she is a 50% owner of Battle Born Wine, where she assists with sales, marketing, and general management. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative analysis.

Timothy Cleveland is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donovan Jackson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 35 years of industry experience. He previously worked at Jackson & Whitaker Inc and has a long history with various insurance carriers and firms including Waddell & Reed, Inc. Jackson also served in roles with The Church of Jesus Christ of Latter Day Saints for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Natalie Nielson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to her advisory roles, she has been involved with Realty Executives Nevada's Choice since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stuart Shipley is a financial advisor with Edward Jones in Minden, NV, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Brady is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Ameriprise Financial Services and Commonwealth Financial Network. He also operates a business entity under the name Brady and Associates related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Donald Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes 28 years at Wells Fargo Clearing and five years at Western International Securities, Inc. He is also involved with Johnson Wealth Group, a business related to his LPL advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Michael Miller is a ChFC® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked at U.S. Bancorp Investments, Inc. for seven years. Michael is based in Gardnerville, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.