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.

Christopher Delellis is a financial advisor at Bodhi Tree Capital Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Bodhi Tree Capital Management since 2012. Bodhi Tree Capital Management serves qualified individual and institutional investors, primarily high-net-worth clients, focusing on equities and equity options through separately managed accounts, advisory services, and management of a pooled hedge fund. The firm employs an options-centric, active overlay strategy combining fundamental and technical analysis to enhance yield and provide downside protection.

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 with Sierra Legacy Group in Reno, NV, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, Universal Value Advisors, and M Holdings Securities. Outside of his advisory work, he is the managing member of Longship LLC, a non-investment related business that manages payroll for Cypress Strategies. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets across 24 client relationships. The firm offers customized portfolio management with quarterly reviews, employing a range of investment vehicles and strategies, and is affiliated with M Holdings Securities and licensed insurance activities.

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.

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, 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.

Howard Cunningham is a financial advisor with Cunningham Investment Management, LLC in Reno, NV. He holds a Series 65 designation and has 24 years of industry experience, including 17 years at his current firm and seven years at Cunningham Asset Management, LLC. He is majority owner of Algorithmic Solutions, Inc., an affiliate that holds proprietary software used in implementing the firm's advisory services. Cunningham Investment Management, LLC provides discretionary and non-discretionary portfolio management for individuals, family offices, financial advisors, and institutions. The firm employs a systematic, quantitatively driven investment approach using proprietary Dynamic Asset Allocation models to manage portfolios across multiple asset classes.

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 with Burr Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior experience includes roles at Independent Financial Group, Woodbury Financial Services, Inc., and Avantax Advisory Services. Outside of advising, he owns Burr Tax and Financial Services, which provides tax preparation and related accounting services. Burr Financial Services offers investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and an asset-allocation framework to create customized portfolios, delivering services such as discretionary asset management, retirement and estate planning, tax integration, and insurance planning.

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.

Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.

Amy Nelson is a Series 65-licensed financial advisor at Vantage Wealth Planning in Reno, NV, with five years of experience at the firm and eight years prior work at the University of Nevada, Reno. She has a total of two years industry experience as a financial advisor. Vantage Wealth Planning serves individual clients, including high-net-worth households, as well as business entities, charitable institutions, foundations, trusts, and estates, managing approximately $265 million across about 398 client relationships. The firm provides fee-only portfolio management and tailored financial planning, emphasizing customized investment allocations and a formal AI governance framework.

Ryan Adams is a financial advisor with Cunningham Investment Management, LLC, holding a Series 65 license and 17 years of industry experience. He has been affiliated with Cunningham Investment Management since 2009 and also holds executive roles in several non-investment related businesses, including serving as president of Adams Advisory Services, a business consulting firm. Adams is also involved in proprietary software development through his roles at Algorithmic Solutions, Inc. and Intelligent Financial, Inc. Cunningham Investment Management provides discretionary and non-discretionary portfolio management for individuals, family offices, financial advisors, and institutions. The firm’s investment approach is systematic and quantitatively driven, utilizing proprietary models to allocate assets across various strategies and implement these models directly in client accounts or through third-party managers.