Julianna Bray is a CFP® with 12 years of industry experience, currently serving as an advisor at GW Financial in Reno, NV. She has been with the firm, formerly known as Glenn Woody Financial Consultants, Inc., since 2010. GW Financial, Inc. is a registered investment adviser that provides personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Creg Shaffer is a financial advisor at Momentum Capital Management with 15 years of industry experience. He holds a Series 65 designation and has held roles at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advisory work, he is president and CEO of Foresee Analytics, Inc., a management consulting and computer systems implementation firm. Momentum Capital Management is a fee-only registered investment adviser serving individuals, trusts, and business clients with wealth management and project-based financial planning. The firm employs a combination of modern portfolio theory and various analytical approaches, offering discretionary portfolio management as well as private and non-traded investment recommendations when appropriate.

John Leverett is a financial advisor at Cunningham Investment Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Pinnacle Accounting and Finance since 2008, where he also serves as a consultant providing accounting and finance consulting services. Cunningham Investment Management offers discretionary and non-discretionary portfolio management through separately managed and unified managed accounts for individuals, family offices, financial advisors, and institutions. The firm employs a systematic, quantitatively driven investment approach using proprietary models to allocate across multiple asset classes.

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has maintained since 2013. 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 employs a long-term, asset-allocation investment approach focused on diversification and periodic rebalancing, integrating values-based planning and behavioral finance concepts into its advice.

Martin Herman is a financial advisor with Avisen Advisors, LLC, holding a Series 63 designation and over 57 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2009. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with a broad use of third-party platforms and sub-advisers, offering a range of model-driven strategies and investment implementation techniques.

Ryan Ritchie is a financial advisor at 7Two with six years of industry experience. He holds a Series 65 designation and has held leadership roles at Talos Investment Partners, LLC and MoyBridge, LLC, where he serves as Managing Director. His prior experience includes eight years at Hallador, Inc. 7Two provides investment advisory, financial planning, and consulting services to individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis to construct portfolios and manages both discretionary accounts and private pooled vehicles.

Stephen Murphy is a financial advisor with Triumph Capital Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Campbell & Company LP. He is also an insurance agent with Triumph Capital, LLC, where he provides fixed insurance products as part of clients’ financial planning. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing various investment strategies and model portfolios tailored to client objectives.

Jeffery Powell is a financial advisor with Elevage Partners, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Elevage Partners since 2011. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, applying a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Jonathan Donahue is a financial advisor at RB Capital Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has previous experience with Ela Capital Management LLC and Euromotors. In addition to his advisory role, he works as an Assistant Realtor with eXp Realty in Mesquite, NV. RB Capital Management, LLC serves individual and institutional clients, offering fee-based investment management focused on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolio management, integrating financial planning into its advisory services.

Nancy Tengler is a financial advisor at Laffer Tengler Investments, Inc. with 10 years of industry experience. She holds a Series 65 designation and has worked at Laffer Tengler since 2020. Her prior experience includes roles at ButcherJoseph Asset Management and Arizona Bank & Trust. Laffer Tengler Investments serves individual and high-net-worth clients, as well as institutional and intermediary clients, providing discretionary portfolio management, model portfolio delivery, and acting as a manager in wrap fee programs. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to implement proprietary investment strategies across multiple asset types.

Alyssa Dalbey is a CFP® and Series 65-licensed advisor at Schultz Financial Group Incorporated with eight years of industry experience. She has worked at Schultz Financial Group since 2016 and previously held roles at Iridium Technology and the University of Nevada, Reno. Schultz Financial Group Incorporated advises individuals, high-net-worth families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. The firm uses a “Four Capitals” framework and a macroeconomic-driven investment process focused on external manager selection, typically operating on a non-discretionary basis with a fixed annual retainer fee structure.

William Litton II is a CFP® with 39 years of industry experience and is currently with Castle Coast Wealth, LLC, where he has worked since 2020. He previously operated under Litton Financial and was also affiliated with LPL Financial from 1993 to 2018. Outside of financial advising, he is the owner of Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, serving individuals, high-net-worth clients, trusts, and retirement plan sponsors. The firm employs both quantitative and qualitative investment analysis, offers discretionary portfolio management, and provides ERISA 3(21) and 3(38) advisory services.

Heidi Foster is a CFP® professional with 17 years of industry experience, currently serving at American Wealth Management in Reno, NV. She holds the Series 66 designation and has been involved with American Wealth Management since 2010. Foster is active in her community as a board member and chair of both the Reno Philharmonic Endowment Trust and the Food Bank of Northern Nevada. American Wealth Management is a SEC-registered investment adviser managing over $760 million for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily employing ETFs and mutual funds in its portfolio construction.

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.

Russell Schultz is a CFP® with 28 years of experience in the financial advisory industry. He has been with Schultz Financial Group Incorporated since 2009, working within a team of five advisors. The firm advises individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. Schultz Financial Group Incorporated employs a “Four Capitals” framework covering financial, physical, intellectual, and psychological aspects. The firm’s investment approach begins with macroeconomic scenario analysis and focuses on due diligence of external managers across various asset classes, operating primarily on a non-discretionary basis with a fixed annual retainer fee structure.

Casey Mccurdy is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Redhawk Wealth Advisors, Fusion Capital Management, Aspen Creek Capital Management, and Appreciation Financial. In addition to his advisory role, he serves as a Field Vice President at Aspen Creek Capital Management, focusing on long-term planning through life insurance, annuities, and health insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm emphasizes a core investment approach combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation.

Jennifer Specter is a financial advisor at Schultz Financial Group Incorporated in Reno, NV, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schultz Financial Group since 2016. Outside of her advisory role, she serves as Managing Director for Cruz Consulting Group, providing human capital consulting services. Schultz Financial Group advises individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. The firm employs a “Four Capitals” framework and emphasizes macroeconomic scenario analysis and external manager due diligence, primarily operating on a non-discretionary basis with a fixed annual retainer fee structure.

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.