Tabitha Aspling is a financial advisor at Cerity Partners LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Keating Wealth Management, LLC, the University of Nevada, Reno, and Morgan Stanley DW Inc. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

William Chatham is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including long-term service with Guardian Life and Park Avenue Securities. Outside of his advisory work, he collects royalties from mineral rights he owns in Grant County, Oklahoma. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory programs.

Alan Martin is a financial advisor with Valic Financial Advisors in Reno, NV, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and holds an agent position at Agia, where he is involved with non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Patrick Forderhase is a CFP® with two years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior work includes roles at Condon Insurance Group and several positions related to golf course operations. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee that constructs and monitors model portfolios.

Dory Alvarenga is a financial advisor with D.A. Davidson & Co. in Sparks, NV, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining D.A. Davidson in 2019, Alvarenga worked at Morgan Stanley Smith Barney for 24 years. Outside of advisory work, Alvarenga operates an online store on Etsy selling print-on-demand clothing and accessories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm offers various advisory solutions under fiduciary standards and distinguishes itself through municipal advisory services and affiliated trust companies.

Mason Michalski is a financial advisor at Voya Financial Advisors, Inc. with a Series 66 designation and approximately one year of industry experience. His prior experience includes roles at Ameriprise and Allstate, among other positions. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, external strategists, and technology-enabled tools to provide predominantly non-discretionary investment management through a large network of advisors.

Cade Mc Cusker is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at VALIC Financial Advisors Inc and Ameriprise Financial Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Marcia Arnheim is a CFP® with 40 years of industry experience. She has worked at Sanctuary Advisors, LLC since 2015 and has prior experience at Sanctuary Securities, Inc. and Citigroup Global Markets. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and access to multiple managed account platforms, delivering advice through IARs with discretion over investment strategies.

Jessica Cuevas is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and five years of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Incorporated, and Costelloe Financial, along with involvement in various ventures such as Rishi Yoga and Greatfull Gardens. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Linda Lovie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Brokers International Financial Services LLC since 2011 and has been affiliated with various insurance carriers through W&R Insurance Agencies since 2005. Outside of her advisory work, she owns Creating with Lovie, a business that sells art designs and related items. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Liam Hudler is a financial advisor with TIAA-CREF in Reno, NV, holding a Series 66 registration and five years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and LPL Financial, as well as experience outside finance at Hilton Hotels and the University of Oregon. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Bradlee Berk is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios, and it acts as adviser to a donor-advised fund.

Edward Woo is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Woo has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carol Smith is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior background includes roles at Morgan Stanley and Wells Fargo Clearing. She serves as a trustee for a family trust and owns an independent wealth management practice. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.

Lynn Le Goy is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC and Grove Point Investments, LLC for a combined nine years, along with positions at Calton & Associates, Inc., GBS Financial Corp., and Waddell & Reed. She is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

James Marren is a CFP® professional with 26 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2012. He owns several small business ventures in Nevada, including ACM Enterprises Inc. and Nevada Family Wealth, which consolidates local wealth advisory brands. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, using risk profiling and modeling tools to tailor non-discretionary planning and investment consulting.

Roger Crowe Jr. is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Wells Fargo Bank, NA since 2023 and spent 20 years at SaveMart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

John Paul Kauinana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for Waddell & Reed, Inc and various insurance carriers through W&R Insurance Agencies, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Vicki Skarda is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a property management business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as affiliated trust and lending services.