Richard Wait is a financial advisor at RSW Wealth Management in Reno, NV, holding a Series 65 credential with nine years of industry experience. He has been associated with RSW Wealth Management since 2016 and also serves as a CPA and shareholder at RS Wait, CHTD, an accounting firm he has been involved with since 1995. Additionally, he holds director roles providing financial guidance for two local nonprofit organizations focused on swimming and water polo. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, evidence-driven investment approach using broadly diversified mutual funds and ETFs, with discretionary management and ongoing portfolio monitoring.

Leonard Simon is a ChFC®-designated financial advisor with 57 years of industry experience. He is currently with Keystone Wealth Advisors, LLC and has prior experience at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he spends a significant portion of his time selling insurance products as a licensed insurance agent. 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 while providing comprehensive financial planning and ERISA plan services.

Matthew Marcewicz is a financial advisor at Sierra Legacy Group in Reno, NV, holding a Series 66 designation with 21 years of industry experience. He has been with Sierra Legacy Group since 2016 and has also worked at M Holdings Securities, Inc. since 2019. Outside of his advisory role, he is the managing member of Longship LLC, a non-investment-related business managing payroll functions. Sierra Legacy Group provides asset management, financial planning, and consulting services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, using fundamental analysis and a range of investment vehicles, and conducts quarterly portfolio reviews and rebalancing under discretionary authority.

Kyle Mccann is a CFP® professional with 17 years of industry experience, currently serving at Vantage Wealth Planning in Reno, NV. He has been with KRM Wealth Management, LLC since 2015. Vantage Wealth Planning manages approximately $265 million for nearly 400 clients, including high-net-worth individuals, business entities, and charitable organizations. The firm provides fee-only portfolio management and financial planning services, with a focus on tailored investment strategies and a formal AI governance framework.

Andrew Peterson is a financial advisor at Peterson Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at M.S. Howells & Co. since 2020 and First Allied Securities, Inc. from 2018 to 2019. Outside of finance, Peterson is a minority owner and player of the Reno Ice Raiders hockey team and serves as head coach and minority owner of the Battle Born Hockey School. 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.

Michael Richter is a financial advisor at Veritas Wealth Advisors in Reno, NV, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with LPL Financial since 2011 and has been associated with Veritas Wealth Advisors and its predecessor firms since 2009. Richter also serves as an instructor for the American Financial Education Alliance, conducting educational seminars. Veritas Wealth Advisors provides investment supervisory services and financial planning to individuals, retirement plans, corporations, and trusts, managing approximately $99 million in assets. The firm offers discretionary account management across various portfolio types and serves both high-net-worth and non-high-net-worth clients.

Thomas Prutzman is a financial advisor with AdvoWealth Advisors, LLC in Reno, NV, holding Series 63 and Series 65 designations and 26 years of industry experience. He has led Prutzman Wealth Management since 2006. AdvoWealth Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm combines fundamental and technical analysis with modern portfolio principles, managing approximately $44.9 million for about 101 clients in a two-advisor practice.

Alexander Kasper is a financial advisor with Grow With Me, LLC, holding a Series 63 designation and 27 years of industry experience. He has been associated with Grow With Me since 2023 and has maintained an independent advisory practice since 1996. Grow With Me, LLC is a small, state-registered advisory firm managing approximately $57.1 million across 135 client relationships. The firm serves individual, high-net-worth, charitable, and business clients, primarily using passive investment management with index mutual funds and ETFs, supplemented by various analytical approaches and third-party managers. It also offers employee benefit plan advisory services, tax preparation through an Enrolled Agent, and life and health insurance, distinguishing its service offerings among similar firms.

Howard Cunningham is a financial advisor at Cunningham Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Cunningham Investment Management since 2009 and Cunningham Asset Management since 2002. Cunningham is also majority owner of Algorithmic Solutions, Inc., which develops proprietary software used to support his firm’s advisory services and programs. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process through its InvestFlex™ suite and offers separately managed accounts, unified managed accounts, and private-labeled research for other advisers.

Scott Wait is a financial advisor with RSW Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also a CPA and a shareholder in RS Wait, CHTD, an accounting firm where he provides accounting services. Additionally, he serves as treasurer for a nonprofit organization. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement plan services. The firm’s approach is based on Modern Portfolio Theory and a buy-and-hold, evidence-based strategy emphasizing broadly diversified mutual funds and ETFs, with discretionary account management and integration with an affiliated accounting practice.

Brent Burr is a financial advisor at Burr Financial Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Independent Financial Group. Outside of his advisory role, he owns Burr Tax and Financial Services, offering tax preparation and accounting services, and works as an independent contractor providing fixed insurance products. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-faceted investment process that integrates sector analysis and various methodologies within an asset-allocation framework to create tailored portfolios aligned with clients’ objectives and risk tolerances.

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.

Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.

Amy Nelson is a financial advisor at Vantage Wealth Planning with one year of industry experience. She holds the Series 65 designation and previously worked at the University of Nevada, Reno for eight years. Vantage Wealth Planning serves individuals, business entities, charitable institutions, foundations, trusts, and estates, offering fee-only portfolio management and standalone financial planning. The firm focuses on diversified asset allocation, ongoing monitoring, and provides optional account aggregation and comprehensive reporting services.

Ryan Adams is a financial advisor at Cunningham Investment Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Intelligent Financial, Inc. and Algorithmic Solutions, Inc. Outside of his advisory role, Adams serves as president of Adams Advisory Services, a business consulting firm. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven approach to dynamic asset allocation through its InvestFlex™ suite, offering model research and managed strategy implementation to other advisers and platforms.

Julianna Bray is a CFP® with 12 years of industry experience, currently serving as an advisor at GW Financial in Reno, NV. She has been with the firm, formerly known as Glenn Woody Financial Consultants, Inc., since 2010. GW Financial, Inc. is a registered investment adviser that provides personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Matthew Foertsch is a financial advisor with Athena Wealth Management, LLC in Reno, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at BlackRock and Cetera Advisors LLC. Outside of advising, he is an insurance agent selling life insurance and annuities and serves as a trust protector for two irrevocable trusts. Athena Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm offers tailored portfolio management with a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, along with the use of Orion strategist models and, when appropriate, margin and derivatives.

Benson Mathews is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Vantage Wealth Planning since 2017 and previously held roles at TIAA-CREF from 2014 to 2017. Vantage Wealth Planning serves individual clients, including high-net-worth households, as well as business entities and charitable organizations, managing approximately $265 million across nearly 400 client relationships. The firm offers fee-only portfolio management and financial planning tailored to client objectives, with a formal AI governance framework and detailed cash management policies.

Creg Shaffer is a financial advisor at Momentum Capital Management with 15 years of industry experience. He holds a Series 65 designation and has previously worked at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advising, he serves as president and CEO of Foresee Analytics, Inc., a consulting firm specializing in business intelligence systems, and was involved in sustainable alternative feed manufacturing through Sustainable Alternative Feed Enterprises, Inc. Momentum Capital Management is a fee-only registered investment adviser providing wealth management and project-based financial planning for individuals, trusts, and business clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and portfolio theory analyses to construct asset-allocation portfolios that utilize both passive and active strategies.

John Leverett is a financial advisor at Cunningham Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked as a consultant in accounting and finance at Pinnacle Accounting and Finance since 2018. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process using its proprietary Risk-Adjusted Performance Ratio to manage diversified portfolios and also offers model research and managed strategy implementation to other investment advisers.