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.

Karen Pride is a financial advisor at Palisade Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade since 2016. In addition to her advisory role, she is a partner tax preparer at Financial Tax Team and has worked as an independent insurance agent since 2001. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, offering both discretionary and non-discretionary services across multiple offices.

James Cable is a financial advisor with American Financial Advisors Inc. in Incline Village, NV, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Financial Advisors Inc. since 2014 and concurrently at CPS Insurance since 2010. Prior to his financial advisory career, he spent 38 years with American Airlines. Outside of his advisory role, he occasionally sells fixed insurance products through CPS Insurance. American Financial Advisors, Inc. serves a diverse client base including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) services. The firm employs a passive, asset-class investment strategy with diversified model portfolios and maintains a non-discretionary management structure that gives clients more frequent decision-making authority.

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® and holds a Series 65 license with five years of industry experience. He currently serves as an investment advisor representative at AMC Wealth Management, LLC and operates his own firm, Haynes Investment Advisors LLC. Prior to this, he worked briefly at Wells Fargo and has a background that includes time as a full-time student and employment with the New York Yankees. AMC Wealth Management, LLC is a six-advisor team providing discretionary investment management and financial planning to individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in assets and employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, with ongoing monitoring and periodic rebalancing under discretionary authority.

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.

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.

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.