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.

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

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.

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.

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.

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.

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.

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.

Andrea Steiner is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and previously worked at Western International Securities, Inc. and Financial West Group. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis, providing tailored solutions including proprietary model portfolios and access to independent third-party sub-advisors.

Bret Glover is a CFP® with 35 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Bret is also involved in consulting for small business owners through SCB Business Solutions LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

David Lummus is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in a sole proprietorship related to real estate investment. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Stephen Westlake is a CFP® and ChFC® with 40 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Westlake is involved in several business ventures including ownership of SCB Ventures, which provides management and employee services for a financial planning business, and he serves on the executive board of Keaton's Childhood Cancer Alliance. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI tools alongside human oversight.

Ryan Hyslop is a CFP® professional with 17 years of industry experience, currently advising at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Morgan Stanley and Edward Jones, spanning over a decade. Outside his advisory work, he is the owner of Arthur Holdings LLC, an entity used for managing business expenses related to wealth planning. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Palecek is a financial advisor with Summit Trail Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Summit Trail Securities, LLC. He serves as a board member for Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both unpaid positions. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, and retirement plan advisory, employing an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes with an open-architecture approach.

Kevin Fitzwilson is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Coldstream Capital Management since 1997. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets across about 4,165 clients, offering portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Adam Newton is a financial advisor with Lanark Financial, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has worked at NBC Securities, Inc. since 2008. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary arrangements.