Marc O'Brien is a financial advisor at PlanMember Securities Corporation with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment and Legend Equities Corporation. Since 2013, he has also operated his own business providing insurance sales and services related to life, disability, health, Medicare supplemental, and annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Richard Sedway is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Sedway is also associated with Sedway Financial, which offers various insurance products, and he holds a title with TahoeKidsGuide. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporations. The firm provides both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Deborah Pursey is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Walnut Creek Wealth Management and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Sean Casey is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, incorporating both qualitative and quantitative analyses in its investment recommendations.

Diane Woodward is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. She previously worked at Strategic Wealth Advisors Group, LPL Financial, and several other firms. Diane is involved in an independent advisory business, Mariner Independent Advisor Network, through which she provides investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses a range of investment strategies, including third-party managers and technology platforms, to meet client goals.

Charles Shapiro is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2010, and previously held roles at Morgan Stanley and Citigroup Global Markets. Stratos Wealth Partners serves a broad mix of individual and institutional clients, providing financial planning, managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates both bundled and unbundled fee arrangements across multiple custodians.

Cheryl Young is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates both as a registered investment adviser and broker-dealer, providing access to diverse investment solutions and placement services.

Patrick Ehsan is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 39 years of industry experience. He has worked with Independent Financial Group since 2011 and has prior experience with Securities America Advisors, Inc. from 1998 to 2008. Outside of advising, he serves as a director in the small format channel at Simply Good Foods. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party investment models across multiple platforms and emphasizes strategic asset allocation with a mix of active and passive exposures.

Gwendolyn Chatham is a CFP®-certified financial advisor with over 43 years of industry experience. She is affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities, Guardian Life Insurance Company, and Guardian Investor Services Corporation since 1992. Her additional activities include occasional sales of non-proprietary insurance and variable annuity products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Kenneth Benedict is a CFP® professional with 27 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior roles include positions at Sagepoint Financial, Pure Financial Advisors, Charles Schwab, and DAAT Asset Management. He is an IRS Enrolled Agent and conducts retirement planning training seminars through his educational business, Retirement Planning Today. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Sean Moore is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Cerity Partners since 2016. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Green Jr. is a CFA® charterholder and Series 63 licensee with 17 years of industry experience. He is currently associated with Independent Advisor Alliance, LLC and has previously worked with Advisor Resource Council LLC and Cojo Bay Advisors, LLC. Outside of advisory roles, he owns and operates Bixby Benefit Auctioneers, a charitable auction business, and serves as president and fundraising chair for the nonprofit Highlander Pride, which supports local high school sports and activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates various portfolio management strategies alongside technology platforms for asset aggregation and estate planning.

Scott Macdonald is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1987 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he serves as Chair of the Tahoe Fire Helicopter Steering Committee, coordinating community outreach and efforts to establish a regional fire base and helicopter rescue program. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on manager selection and tax-efficient investment strategies.

Timothy Cleveland is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sharon Kaplan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo and Chase Bank since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Overstreet is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

John Dooley III is a financial advisor with Edward Jones in Carson City, Nevada, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in livestock sales and manages several real estate and rental property interests. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Ralph Agostini is a Financial Advisor and Certified Plan Fiduciary Advisor (CPFA) serving clients in the Lake Tahoe and Reno area. He works with families and business owners to address various aspects of their financial wellbeing, focusing on retirement planning to ensure sufficient assets for a comfortable retirement. Ralph collaborates with clients to create roadmaps tailored to their goals, covering asset management, income generation, and generational wealth planning. He holds a Bachelor's Degree and a Master's Degree from The City College of New York and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Ralph is affiliated with Merrill Lynch Wealth Management and is involved with professional and community organizations such as the League To Save Lake Tahoe, ASPCA, and Keep Tahoe Blue. Outside of his professional work, Ralph enjoys antiquing, baseball, basketball, football, hiking, music, reading, skiing, spending time with his family, and traveling.

Walter Shepperd is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Avantax Advisory Services and Linsco/Private Ledger, among others. Outside of his advisory duties, he assists small business owners with human resources, payroll, benefits, and retirement plans through a consulting business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Stuart Shipley is a financial advisor with Edward Jones in Minden, NV, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.