Matthew Greiner is a financial advisor with IP Financial Advisory Services LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Innovation Partners LLC and the Greiner Group. Outside of advising, he works as a photojournalist for the Nevada Air National Guard and operates a photography business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and management and refers clients to third-party investment advisors while providing a range of consulting and insurance services.

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.

Alyson Schafer is a CFP® and Series 66 licensed advisor at Stratos Wealth Advisors LLC with five years of industry experience. She previously worked at RBC Capital Markets and has experience at Tahoe Resources, Beacon Trust Company, and Gibson, Dunn & Crutcher, LLP. In addition to her advisory role, she is involved with Reno Tahoe Wealth Management as a Client Service Specialist. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing both discretionary management and third-party managers to meet client goals.

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.

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.

David Ruff is a CFA® charterholder with 35 years of industry experience. He has worked at Advisors Capital Management, LLC since 2018 and previously spent 10 years with Forward Management LLC. Based in Reno, NV, Ruff holds Series 63 and Series 65 licenses. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, and government entities, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Hayley Malone is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 designation with one year of industry experience. Her prior experience includes roles at AAFCPAs, Broadstreet, BNC, and EY. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only multi-advisor team managing several billion dollars in client assets.

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.

Adam Hicks is a CFP® professional with four years of industry experience. He has worked at Empower Advisory Group since 2025 and previously held roles at Fulcrum Capital, LLC and TCI Wealth Advisors, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning services.

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 at Private Advisor Group, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, LLC and RBC Capital Markets. Outside of his advisory work, he is involved with MARK LEVY INC. and previously operated Legacy Wealth Planning as a DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based model and integrates proprietary technology platforms alongside third-party managers to deliver a range of investment strategies.