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.

Mason Monroe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial, Legacy Wealth Planning, Mariner Independent Advisor Network, Wells Fargo Clearing, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides managed account solutions through proprietary and third-party 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.

Colten Mellows is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with LPL Financial since 2015. Mellows also provides investment advisory services through Mariner Independent Advisor Network, LLC and Legacy Wealth Planning, LLC. Outside of his advisory work, he is involved in a seasonal wedding and event venue business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers access to proprietary and third-party managed account solutions.

Christopher Vargas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Elise Levy is a financial advisor at Private Advisor Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Outside of her advisory work, she is a graphic design and social media specialist for Mountain View Montessori School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary services and utilizes a fiduciary-based investment model, incorporating third-party managers and proprietary technology platforms.

Thomas Mellum is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has held prior roles at Cornerstone Comprehensive Wealth Management and Costco. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing a mix of core/satellite, thematic, and tactical investment strategies.

Justin Barrett is a financial advisor with First Command Advisory Services in Truckee, CA, holding a Series 66 license and 10 years of industry experience. Prior to his current role, he served in the US Air Force for 21 years. He is also the owner of Justin Barrett LLC, established in 2024 as an independent contractor advisor designation with First Command. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved third-party managers and model portfolios.

Mc Kynzie Bolton is a Series 65 licensed financial advisor at Prime Capital Financial with one year of industry experience. Prior to joining Prime Capital Investment Advisors, Bolton worked at Cornerstone Comprehensive Wealth Management and Keller Williams Realty. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and retirement plan sponsorship with an investment approach that includes core/satellite, thematic, and tactical strategies.

Christopher Abts is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds the Series 65 designation and previously worked for Cornerstone Retirement Group from 2004 to 2023. In addition to his advisory role, he is an active insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary focused on tax planning and financial administration.

Thomas Kleffman is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2021. Outside of his advisory role, he serves on the board of directors for the Contractors Association of Truckee Tahoe Community Project and coaches youth soccer for the Truckee River United Futbol Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various investment adviser and promoter arrangements.

Shannon Sutherland is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its in-house investment management and research team.

Martin Mcclellan is a financial advisor with Private Advisor Group, LLC, holding the Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model using technology platforms and third-party managers.

Wendy Hammond is a CFP® with 18 years of industry experience. She currently serves as an advisor at Private Advisor Group, LLC and has prior experience with Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and Wells Fargo. In addition to her advisory work, she holds a notary commission in Reno, NV. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s advisory approach is fiduciary-based, employing a range of investment strategies and technology platforms while often utilizing third-party managers and TAMPs.

John Manocchio is a CFP® professional with 14 years of experience in financial advising. He is currently with Commonwealth Financial Network and has previously worked with Pacific Crest Wealth Planning. Outside of his advisory work, he is involved with the Truckee Donner Chamber of Commerce and the CATT Community Project. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

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.

Terry Levenberg is a CFP® with 12 years of industry experience, currently affiliated with Prime Capital Financial. His work history includes roles at Double Diamond Investment Group, APW Inc, Enso Wealth Management, and Charles Schwab. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs various investment strategies and maintains an affiliated accounting subsidiary alongside its family office practice.

William Austin is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Ameriprise Financial Services and Pacific Crest Wealth Planning, where he also conducts fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $213 billion in client assets.

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.