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.

Curtis Campbell is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 66 designation and bringing 28 years of industry experience. He has held roles at Wealth Architects LLC, Risk & Benefit Solutions, Inc., Investment Architects, Inc., and Resource Investment Architects, Inc. In addition to advisory work, he conducts a consulting business focused on preparing families for inheritances through Wealth Architects, LLC and affiliated entities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a mix of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports customized investment strategies with an internal portfolio team and offers integrated services through a network of affiliated advisors and broker-dealer resources.

Daniel Roberts is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked for RBC Capital Markets Corporation for 16 years. Roberts serves on the board of directors and as treasurer for the Boys & Girls Club in Reno, NV. Stratos Wealth Advisors is a multi-team, SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients. The firm provides financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting to individuals, trusts, retirement plans, and institutions.

Gregory Skidmore is a financial advisor with Belpointe Asset Management LLC in Reno, NV, holding Series 63 and Series 65 designations and with 20 years of industry experience. He has worked at Belpointe since 2007, with a brief period at Fortis Capital Advisors from 2020 to 2023. Outside of his advisory role, he coaches a children's ski team in Incline Village, NV. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a range of portfolio strategies tailored to client objectives and supports a variety of affiliated businesses and proprietary fund sponsorships alongside its advisory services.

Andrew Bessette is a financial advisor at Stratos Wealth Advisors LLC with four years of industry experience. He holds a Series 65 designation and previously worked at RBC Capital Markets and RBC Wealth Management. Outside of his advisory role, he operates Reno Tahoe Wealth Management, an investment-related business. Stratos Wealth Advisors is a multi-team advisory firm managing approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering tailored financial planning and portfolio management through a network of independent advisors.

Brittany Surina is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. She previously worked at Morgan Stanley and City National Bank. Outside of her advisory role, she operates a book blog and maintains a social media presence related to it. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Nelson is a CFA® charterholder with 15 years of industry experience. He has worked at Belpointe Asset Management LLC since 2011 and was previously with Tuttle Tactical Management, LLC. Nelson is a frequent commentator on national financial media outlets including Bloomberg TV, CNBC, and Fox Business. He also serves on the advisory board of FreeOurInternet.org, a nonprofit organization, and creates content for the Money Runner Market Minute YouTube channel. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios with a range of strategies, combining internal management and third-party managers, and supports proprietary funds and affiliated service entities alongside its advisory practice.

Carla Bessette is a financial advisor with Stratos Wealth Advisors LLC and holds a Series 66 designation. She has 26 years of industry experience, including 16 years at RBC Capital Markets prior to joining Stratos in 2024. She is a partner in an LLC that owns an RV. Stratos Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and institutional accounts. The firm provides comprehensive financial planning and portfolio management services through a network of independent advisory representatives, supported by its strategic affiliations with SEI entities.

Doyle Brown is a financial advisor at The AmeriFlex Group with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of advising, he is involved in technology services through an agent role with ACN. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Kyle Stodtmeister is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 65 designation and has previously worked at Wealth Architects and Stodtmeister Iron. Outside of finance, he is an officer in the Utah Army National Guard and co-owns a photography business with his wife. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account platforms and third-party managers.

Alyssa Dorn is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 65 designation and one year of industry experience. Prior to joining Arkadios Wealth Advisors, she worked at Yoga Pod and Great Full Gardens. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports discretionary account management via its internal portfolio team, Arkadios Managed Solutions.

Aaron Delsignore is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Kestra Advisory. Outside of his advisory work, he owns and operates a fixed indexed annuity sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, and integrates retirement-plan consulting and administration with its advisory services.