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 and the University of Nevada, Reno. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

William Chatham is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns mineral rights from which he collects royalties. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services. The firm provides various proprietary and third-party investment programs, financial planning, retirement consulting, and business consulting services.

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® and Series 65 credentialed advisor with two years of industry experience. He is currently affiliated with CWM, LLC, and has prior experience with Carson Group, Condon Insurance Group, and roles in the golf industry. Forderhase also spent nine years in full-time education. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory and retirement plan services, employing a discretionary, model portfolio approach supported by an in-house Investment Committee and various customization tools.

Dory Alvarenga is a financial advisor with D.A. Davidson & Co., 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 among other firms. Outside of advising, Alvarenga operates an online store 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, high-net-worth individuals, and charitable organizations. The firm offers fiduciary-standard advisory services, including ERISA retirement plan advice, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Mason Michalski is a financial advisor at Voya Financial Advisors, Inc. in Reno, NV, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Ameriprise and Tax Planning Solutions LLC, as well as involvement with small businesses such as Mosquito Hunters and Aquablue Aquarium Solutions. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and access to third-party money managers through multiple program structures that emphasize non-discretionary recommendations.

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.

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 at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for a family trust and owns a wealth management firm based in Santa Fe, NM. Wells Fargo Advisors Financial Network is a large 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 range of planning services and integrates advisory 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 in Reno, NV, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Calton & Associates, Inc. She also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management strategies.

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 65 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively, following a 20-year career at SaveMart. He has no prior industry experience before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Paul Kauinana is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc and various insurance carriers affiliated with W&R Insurance Agencies, Inc from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

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.

Humberto Lepe is a financial advisor with Edward Jones in Reno, NV, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Edward Jones since 2000 and also has a background with Banc of America Investment Services, Inc. and Bank of America dating back to 1993. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.