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.

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.

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.

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.

Andrew Peterson is a financial advisor at Peterson Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at M.S. Howells & Co. since 2020 and First Allied Securities, Inc. from 2018 to 2019. Outside of finance, Peterson is a minority owner and player of the Reno Ice Raiders hockey team and serves as head coach and minority owner of the Battle Born Hockey 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. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.

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, LLC, holding a Series 63 designation and 27 years of industry experience. He has been associated with Grow With Me since 2023 and has maintained an independent advisory practice since 1996. Grow With Me, LLC is a small, state-registered advisory firm managing approximately $57.1 million across 135 client relationships. The firm serves individual, high-net-worth, charitable, and business clients, primarily using passive investment management with index mutual funds and ETFs, supplemented by various analytical approaches and third-party managers. It also offers employee benefit plan advisory services, tax preparation through an Enrolled Agent, and life and health insurance, distinguishing its service offerings among similar firms.

Howard Cunningham is a financial advisor at Cunningham Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Cunningham Investment Management since 2009 and Cunningham Asset Management since 2002. Cunningham is also majority owner of Algorithmic Solutions, Inc., which develops proprietary software used to support his firm’s advisory services and programs. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process through its InvestFlex™ suite and offers separately managed accounts, unified managed accounts, and private-labeled research for other advisers.

Scott Wait is a financial advisor with RSW Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also a CPA and a shareholder in RS Wait, CHTD, an accounting firm where he provides accounting services. Additionally, he serves as treasurer for a nonprofit organization. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement plan services. The firm’s approach is based on Modern Portfolio Theory and a buy-and-hold, evidence-based strategy emphasizing broadly diversified mutual funds and ETFs, with discretionary account management and integration with an affiliated accounting practice.

Brent Burr is a financial advisor at Burr Financial Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Independent Financial Group. Outside of his advisory role, he owns Burr Tax and Financial Services, offering tax preparation and accounting services, and works as an independent contractor providing fixed insurance products. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-faceted investment process that integrates sector analysis and various methodologies within an asset-allocation framework to create tailored portfolios aligned with clients’ objectives and risk tolerances.

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.