Thomas Palecek is a financial advisor with Summit Trail Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Summit Trail Securities, LLC. He serves as a board member for Trans Pacific Networks Cayman Holdings and is a manager and committee member of Icon Recovery Fund LLC, both unpaid positions. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, and retirement plan advisory, employing an investment process focused on asset allocation, investment selection, and portfolio construction across multiple asset classes with an open-architecture approach.

Anthony Cardenas is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Tuttle Capital Management and as a self-employed advisor. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Kevin Fitzwilson is a registered investment advisor with Coldstream Wealth Management in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Coldstream Capital Management since 1997. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets across about 4,165 clients, offering portfolio management, financial and retirement planning, family advisory, and retirement plan advisory services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

Adam Newton is a financial advisor with Lanark Financial, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has worked at NBC Securities, Inc. since 2008. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary arrangements.

Phillip Mahoney is a CFP® with 33 years of industry experience and is currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, RBC Capital Markets, Legacy Wealth Planning, and Mariner Independent Advisor Network. He also facilitates clients' estate planning processes, focusing on appointment coordination and plan completion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using both proprietary and third-party investment solutions tailored to client goals and risk tolerances.

Kirstin Griffin is a Series 65 licensed financial advisor at WealthSpire Advisors with 21 years of industry experience. She has worked at Sage Financial Advisors, Inc. since 2003. WealthSpire Advisors serves a broad mix of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, offering customized wealth management and financial planning services. The firm emphasizes a relationship-driven process and diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Mark Levy is a financial advisor with Private Advisor Group, LLC in Reno, NV, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at LPL Financial, LLC, RBC Capital Markets, Legacy Wealth Planning, LLC, and the Mariner Independent Advisor Network. He is also involved with an incorporated business, Mark Levy Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using proprietary and third-party platforms and strategies.

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.

Thomas Otten is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has previously worked at firms including First Allied Advisory Services, Avisen Advisors, Wells Fargo Clearing, and Prudential Equity Group. Otten is also the owner and Investment Adviser Representative of Analytic Wealth Strategies, Inc., a financial and advisory services firm he has operated since 2009, and serves as co-trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing both firm and third-party models with a mix of passive and active investment strategies.

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.

Craig Belis is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he co-owns a commercial production company, Brand New Pictures, with his spouse. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm utilizes a range of strategies managed internally and by third parties, with ongoing portfolio monitoring and rebalancing overseen by an Investment Strategy Committee.

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.

Carisse Gafni is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Eagle Strategies since 2014 and has a long tenure with New York Life Insurance dating back to 2000. In addition to her advisory role, she is involved in insurance brokering with various outside carriers for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, serving defined contribution and benefit plans, charitable and corporate clients within an integrated New York Life structure.

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.

Spencer French is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his advisory roles, Spencer operated outdoor recreation businesses including Lake Tahoe Snowmobile Tours and Donner Lake Watersports. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through various program types and manages the majority of its assets on a non-discretionary basis.

Robert Pyne is a financial advisor with Brookstone Capital Management LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. He has operated the Robert Pyne Financial Group since 1990. In addition to advisory work, he is also licensed as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis across various strategies and account types.

Christopher Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has worked at Benjamin F. Edwards & Co. since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing strategies managed by internal and third-party managers and maintaining an in-house trading desk.

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.

Richard Green is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2009 and 2011, respectively. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm emphasizes tailored recommendations and delivers solutions through various program types, with most assets managed on a non-discretionary basis.

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.