Curtis Slothower is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Prime Capital Investment Advisors, Cornerstone Retirement Group, and Merrill. In addition to his advisory role, he operates as an independent insurance agent offering fixed indexed annuities. Mutual Advisors, LLC serves a diverse clientele including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives, with a notable focus on institutional accounts such as sovereign wealth funds.

Jennifer Means is a Certified Financial Planner (CFP®) with 11 years of experience in the financial advisory industry. She has been with TCI Wealth Advisors, Inc. since 2013, contributing to the firm’s multi-advisor team based in Reno, NV. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and manages several billion dollars in client assets on a fee-only basis.

Timothy Lewis is a CFP®-certified financial advisor with seven years of industry experience, currently with Eversource Wealth Advisors, LLC. His prior experience includes roles at The Leaders Group, Ratio Wealth Group, and Mass Mutual Life Insurance Company. He also operates an insurance-related business focused on life, long-term care, and disability insurance. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charities, broker-dealers, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and conducts due diligence on private market funds, while also managing private pooled investments and maintaining interests in technology and service providers.

Charles Pinson Rose is a CFA® charterholder with 10 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2015. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Kenneth Devore is a financial advisor with The AmeriFlex Group in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and OSAIC. He is also active as an independent insurance agent with various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to each client’s profile.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Dhruv Gupta is a financial advisor with IP Financial Advisory Services LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Emerson Equity LLC and Creative Financial Designs, Inc. Outside of advisory work, he is a part owner of Sainergy Inc., where he provides compliance consulting, and he also works as a licensed real estate salesperson in Nevada. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Ashley Curiel is a CFP® professional with 19 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2017 and also maintains an affiliation with LPL Financial, LLC. Curiel is involved as an owner in a non-investment-related business entity, Sparks Curiel LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Stephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Wealthcare Advisory Partners and LPL Financial in 2021. Paluck serves as trustee of the Paluck Family Trust. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles, including alternatives and private placements.

Jeffrey Martin is a financial advisor at Mutual Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prime Capital Investment Advisors, LLC and Cornerstone Retirement Group, Inc. In addition to his advisory work, he operates as an independent insurance agent offering fixed indexed annuities. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work, and use of multiple analytical approaches alongside specialized platforms.

Jesse Abshire is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at RFP Midtown LLC and involvement in entrepreneurial activities such as Rising For People Coffee Company and Abshire Family LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a non-discretionary model with third-party money managers and investment advisor representatives, overseeing approximately $1.39 billion in total platform assets.

James Decota is a financial advisor at Choreo, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Enso Wealth Management, LLC and operated his own firm, Decota Wealth Management, LLC. Outside of his advisory work, he is co-owner of a recreational rentals business in Petaluma, California. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation through diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Karl Feigley is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC for 11 years. Outside of his advisory role, Feigley serves as treasurer of the Somersett Rod and Gun Club, a 501(c)(7) social club focused on fishing and shooting sports education and community activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing asset allocation and various securities, supported by a large platform of over 200 advisers managing more than $10 billion in discretionary assets.

Joshua Barone is a financial advisor at Savvy with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Farther Finance Advisors, FourStar Wealth Advisors, and Fieldstone Financial Management Group. Barone is also the managing partner of Universal Value Advisors and serves as a board member for the LakeRidge Shores Home Owners Association. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and utilizes third-party fintech tools, sub-advisers, and in-house tax and estate planning support.

Kenneth Hammond is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual in various capacities from 2017 to 2025. Kenneth is also the founder and owner of Sage Street Wealth, a financial planning and wealth management firm based in Reno, NV. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and discretionary investment management.

Kevin Bertonneau is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Horizon Capital and Portfolio Medics since 2023. In addition to his advisory role, Mr. Bertonneau is an attorney specializing in estate planning, probate, trust administration, and general business through his own law firm. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches.

Joshua Rennie is a CFP® professional with six years of experience in financial advising. He has been with TCI Wealth Advisors, Inc. since 2017 and previously worked for Climate Pros of Northern Nevada for twelve years. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment process, primarily utilizing institutional asset-class funds and maintaining a long-term, diversified approach.

Eugene Hoover is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Savvy and has previously been employed at Farther Finance Advisors, FourStar Wealth Advisors, and Universal Value Advisors, where he also serves as a financial analyst. Outside of advisory roles, he was involved with Pinocchio's Bar & Grill for six years. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, leveraging proprietary technology and third-party platforms.

Adam Melville is a financial advisor with Hilltop Securities Inc. in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of advisory programs through an open-architecture platform that includes adviser-managed and model-based solutions, supported by unique operational features such as integrated custody and municipal bond strategies co-advised with Franklin Templeton Group.

Gregory Yrigollen is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds a Series 66 designation and has 40 years of experience in the industry. He has been with Mutual Of Omaha and its affiliate firm since 2011. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and acts as a conduit to third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.