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.

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 who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously at Morgan Stanley and Citigroup Global Markets. In addition to advisory services, he is licensed for the sale and service of fixed insurance products. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture approach integrating multiple third-party platforms and managers.

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.

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.

Thomas Palecek is a financial advisor at Corient with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Summit Trail Securities, Summit Trail Advisors, and Barclays Capital. He serves on the board of Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both on an uncompensated basis. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, incorporating private fund capabilities and affiliated trust services.

Kenneth Benedict is a CFP® with 27 years of industry experience, currently serving at Kestra Advisory Services, LLC. His career includes roles at Sagepoint Financial, Charles Schwab, and other firms. Benedict is an enrolled agent providing tax preparation and audit defense services and conducts retirement planning training seminars through his educational venture. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base ranging from plan sponsors to sovereign wealth funds.

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.

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 with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets, J.P. Morgan Securities, Credit Suisse Securities, and Pershing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

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.

Michelle Portney is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 43 years of experience in the financial services industry, including prior roles at OSAIC, Sagepoint Financial, Sunamerica Securities, and an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Alexander Tancreto is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at Sherwin Williams, Krch Realty, Amiseq Inc, Hughes Private Capital, Northwestern Mutual Life Insurance Company, and the Boys and Girls Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. 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 investment advisory strategies supported by a nationwide network of more than 23,700 advisors.