Kelly Crane is a CFP® professional with 42 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, TrueNote Investment Advisors, and Napa Valley Wealth Management. Outside of his advisory role, he maintains a personal blog covering lifestyle, family, travel, finances, and regional topics, and serves on the board of a for-profit financial resources company. He is also involved in commercial fishing through a separate business venture. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Stanley Goodin is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including longstanding roles at NYLife Securities LLC and New York Life Insurance Company since the early 1980s. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working with individual investors as well as defined contribution and benefit plans.

Michael Zunini is a financial advisor with Benjamin F. Edwards & Company, Inc. in Reno, NV, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment management services, utilizing both proprietary and third-party strategies, and supports a large network of employee and independent advisors.

Thomas Troutner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 19 years of industry experience. He previously worked at Equius Partners for 17 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers with oversight from an internal Investment Committee.

Serge Villani is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior work includes roles at Fidelity Investments and Gwfs Equities, Inc., along with 15 years at Vegas Sports, Inc. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework with a diverse mix of investment vehicles and emphasizes ongoing client monitoring and support.

Sean Moore is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Cerity Partners since 2016. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Robert Green Jr. is a CFA® charterholder and Series 63 licensee with 17 years of industry experience. He is currently associated with Independent Advisor Alliance, LLC and has previously worked with Advisor Resource Council LLC and Cojo Bay Advisors, LLC. Outside of advisory roles, he owns and operates Bixby Benefit Auctioneers, a charitable auction business, and serves as president and fundraising chair for the nonprofit Highlander Pride, which supports local high school sports and activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates various portfolio management strategies alongside technology platforms for asset aggregation and estate planning.

Tanner Johnson is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at LPL Financial LLC and Smoky Hill Financial Group from 2021 to 2024. His background also includes self-employment with DoorDash and roles in the food service industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Marc Spiegel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as co-trustee for his father's investment-related trust in Henderson, Nevada. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steve Russell is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves on the investment committee of the Thunderbird Lodge Preservation Society and is treasurer for Foundation 36, Inc., both organizations focused on preserving Nevada and Western history. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Cornelius is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Spring Communications Holding, Inc. and AT&T Mobility Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Christopher Streeter is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated LandArt DBA FireSky for nine years. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Joseph Riley is a Series 66-licensed financial advisor with LPL Financial, based in Reno, NV, and has five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell and Reed Inc, Cintas, and TARGET. He is involved with a private business entity for tax and investment purposes alongside Rebekah Riley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining large-scale advisory services with a broad range of non-advisory financial activities.

Scott Macdonald is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Merrill since 1987 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he serves as Chair of the Tahoe Fire Helicopter Steering Committee, coordinating community outreach and efforts to establish a regional fire base and helicopter rescue program. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on manager selection and tax-efficient investment strategies.

Brayden Fiorillo is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and one year of industry experience. He serves on the Lambda Chi Alpha Epsilon Iota Alumni Advisory Board, contributing to fundraising and alumni activities. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Alyssa Lee is a financial advisor with J.P. Morgan Securities in Reno, NV, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Summit Funding, Inc. and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend funds and strategies.

Sharon Derrah Beesley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Gary Kilbourn is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley in 2026. Kilbourn serves on the board of directors for Gorilla Doctors, a nonprofit organization providing veterinary care to endangered mountain and Grauer’s gorillas in central Africa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Ilyana Gutierrez is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, she worked at Platinum Wealth Management and Nevada Commercial Coatings while also engaged in full-time education for 16 years. Outside of her advisory role, she teaches Pilates through her business, Juice Box Yoga. 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 financial planning and investment management services delivered through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.