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.

Brian Wheeler is a financial advisor with Keystone Wealth Advisors, LLC in Reno, NV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Company. In addition to his advisory work, he provides business consulting services through Keystone Business Brokers, assisting business owners with selling their businesses. 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, and offers comprehensive financial planning along with ERISA plan services.

Robert Gavrich is a financial advisor at MoneyWell with 15 years of industry experience. He holds a Series 63 designation and has been with MoneyWell since 2022. He also has longstanding involvement with Seasonal Strategy dating back to 1989. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and individual pension plans with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” strategy across multiple asset classes and uses a subadvisor arrangement to implement a Discount Capture strategy for larger accounts.

Daniel Carter is a Series 65-licensed financial advisor with Sierra Management Group in Reno, NV, where he has worked since 2019. He has five years of industry experience, including five years at Eide Bailly LLP prior to joining Sierra Management Group. Outside of advisory work, he manages a tax consulting and preparation business and is involved in the management and development of multiple self-storage facilities. Sierra Management Group is a small SEC-registered advisory firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs customized investment strategies across public and private markets and sponsors storage-focused private pooled investments.

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.

Jonathon Olivas is a financial advisor with AdvoWealth Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Eagle Strategies, Multigenerational Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. He serves on the boards of the Boys and Girls Club of Western Nevada and the Community Health Alliance Foundation. AdvoWealth Advisors provides customized investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as trusts, estates, and employer retirement plans. The firm employs fundamental, technical, and modern portfolio theory techniques, managing a significant portion of assets on a non-discretionary basis and utilizing multiple custodians and platform arrangements.

Lena Armuth is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Sensible Portfolios, LLC since 2021 and previously spent six years with Gerson Lehrman Group. Sensible Portfolios, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension/profit-sharing plans. The firm emphasizes efficient markets, broad diversification, and low fees, managing approximately $167.5 million in discretionary assets for about 159 clients.

Raymond Brown is a financial advisor with Keystone Wealth Advisors, LLC in Reno, NV. He holds a Series 65 designation and has experience in the financial industry since 2019, including roles at Transamerica Financial Advisors and World Financial Group Insurance Agency. Outside of his advisory work, he assists with his family’s business, Browns and Sons. Keystone Wealth Advisors provides investment management, financial planning, and retirement plan services to individuals, families, trusts, estates, and business entities. The firm primarily manages non-discretionary client accounts and emphasizes coordination with clients’ CPAs and attorneys, offering a high-touch approach to family wealth services.

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.

Anthony Ozuna is a CFP® with six years of industry experience, currently serving at Sierra Management Group since 2019. Prior to joining the firm, he managed Ozuna CPA, PLLC, a tax consulting and preparation practice. Outside of financial advising, he manages several self-storage facility operations and a tax preparation business affiliated with his firm. Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management using fundamental analysis and modern portfolio theory across a range of traditional and alternative investments, including equities, fixed income, ETFs, REITs, real estate, private placements, and partnership interests.

Brendan Keely is a Series 65-licensed financial advisor with Open Window Financial Solutions, Ltd. in Reno, NV, bringing one year of industry experience. Prior to joining Open Window, he worked at Nevada Gold Mines and held various roles at the University of Nevada, Reno. He has been involved with the University of Nevada, Reno in multiple capacities since 2019. Open Window Financial Solutions, Ltd. provides fee-only, discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis and manages portfolios primarily with mutual funds and ETFs, maintaining ongoing discretionary review and offering access to financial planning tools such as eMoney and an estate-document platform.

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.

Jess Peterson is a financial advisor at Peterson Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M.S. Howells & Co. since 2018, alongside his role at Peterson Wealth Management beginning in 2017. Outside of finance, Peterson is a minority owner and general manager of Reno Ice Raiders LLC, a men's senior hockey league, and holds a minority interest in Battle Born Hockey School LLC, a hockey skills 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 services. The firm employs a multi-method investment process and manages approximately $222 million in discretionary assets.

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.

Robert Jorgensen is a financial advisor with Global Macro Asset Management LLC in Reno, NV, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Brookstone Capital Management and Spire Wealth Management, LLC. Outside of advising, he consults part-time on marketing for NV Legal Doc's, LLC, a document preparation firm. Global Macro Asset Management LLC provides discretionary investment management primarily through separately managed accounts, focusing on a conservative, long-only multi-asset portfolio that emphasizes capital preservation and opportunistic asset allocation across global equities, fixed income, and commodities.

Joseph Hollen is a CFP® professional with 21 years of experience in the financial advisory industry. He has been with Open Window Financial Solutions, Ltd. since 2004. Open Window Financial Solutions serves individual clients, including high-net-worth households, as well as trusts, estates, and retirement plans. The firm provides discretionary portfolio management, standalone financial planning, and trustee-directed ERISA retirement plan services, emphasizing fundamental analysis with mutual funds and ETFs, and operates on a fee-only basis.

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.