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.

Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC in Reno, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he has a 50% ownership interest in a real estate management company in Brooklyn, NY. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm focuses on customized portfolio construction with ETFs, stocks, and bonds, employing a fundamental analysis approach tailored to each client’s goals and risk tolerance.

Michael Kissner is the sole advisor at Mk Strategic Equities, an independent firm based in Dayton, NV. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having founded Mk Strategic Equities in 2010. Mk Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six client families. The firm offers ongoing portfolio management on a non-discretionary basis, as well as flat-fee and hourly consulting, focusing on long-term buy-and-hold strategies using mutual funds, ETFs, and occasional individual securities.

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.

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.

Michael Williamson is a Financial Advisor with Merrill Lynch Wealth Management, bringing 17 years of experience in helping individuals plan and execute retirement strategies. He focuses on understanding clients' financial goals to develop personalized wealth management plans that address investment, tax efficiency, and wealth preservation. Michael offers services that include corporate executive services, divorce transition planning, family wealth management, retirement income planning, portfolio management, and tax minimization. He serves as a resource for general investing, retirement planning, and unexpected financial needs, with access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered under NMLS#1822400. He earned his high school diploma from Corsicana High School. Outside of his professional work, Michael enjoys adventure sports, camping, golfing, and hiking. His mission is to help clients navigate the complexities of personal finance by developing manageable and easy-to-understand financial plans aligned with their unique life goals.

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.

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).

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.

Eric Hollen is a CFP® professional with 14 years of industry experience, currently serving at Open Window Financial Solutions, Ltd. in Reno, NV. He has been with the firm since 2011. Open Window Financial Solutions serves individual clients, including high-net-worth households, as well as trusts, estates, and retirement plans, providing discretionary portfolio management, standalone financial planning, and trustee-directed ERISA retirement plan services. The firm emphasizes fundamental analysis with both long- and short-term purchases, primarily using mutual funds and ETFs, and operates on a fee-only basis.

Blake Candreva is a financial advisor at Nevada Retirement Planners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and New York Life Insurance Company. In addition to his advisory role, Candreva is involved in insurance sales through Nevada Senior Advisors, LLC. Nevada Retirement Planners, LLC provides discretionary asset management, financial planning, and consulting services to a variety of clients, including individuals, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to develop investment programs and also offers no-cost educational seminars and workshops.

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, holding a Series 63 license and bringing 28 years of industry experience. He has been with Grow With Me since 2023 and has been working under his own name since 1996. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by providing tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm employs a primarily passive investment approach with periodic reviews and integrates tax and estate considerations into its planning.