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.

Timothy Viancourt is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPM Chase N.A. and Recreational Equipment Inc. Outside of his advisory role, he was involved with Hoof Hearted Brewery for two years. 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, offering point-in-time financial plans and optional managed account solutions.

John Mason Jr. is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. In addition to his advisory role, he is the manager and owner of Battle Born Planning Services LLC, a non-investment-related business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized investment team and wealth portfolio managers using approved third-party managers and proprietary models.

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.

William Willson is a CFP® professional with 31 years of industry experience, currently serving at Money Concepts Capital Corp since 2018. He previously worked at Greater Nevada Credit Union for ten years. Willson also owns Willson Wealth Management, LLC. Money Concepts Capital Corp is an enterprise-scale adviser managing approximately $4.07 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and advanced platform services.

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.

Matthew Erbentraut is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Equius Partners and Dimensional Fund Advisors. 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 assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Mitchell Laughton is a financial advisor with Kestra Advisory, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of experience in the financial services industry, including long-term roles at Kestra Investment Services and ownership of The Laughton Company. Outside of his advisory work, he serves on the board of the JUSTin Hope Foundation and is vice president of The Prospectors Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and serving clients that include sovereign wealth funds.

Jacklyn Lynch is a CFP® professional with 18 years of industry experience. She is currently affiliated with PlanMember Securities Corporation and Chapman Financial and operates Guideship LLC, a business involved in tax and investment activities. Her prior experience includes roles at LPL Financial and Ameriprise Financial Services Inc. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

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.

Willie Hayes III is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, he had roles at CollegeInvest, MassMutual, Hornor, Townsend & Kent, Altitude Financial Partners, Northwestern Mutual, and NYLIFE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Enda Washington is a financial advisor with Empower Advisory Group in Sparks, NV, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His work history includes roles at Gwfs Equities, Inc. since 2021 and both MML Distributors LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Washington served in the U.S. Army Reserve for 38 years, from 1986 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and operates at a large scale with close integration to affiliated Empower entities.

Joe Macaluso is a Series 66 credentialed financial advisor with Valic Financial Advisors, where he has worked for 23 years. He has 25 years of industry experience and also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and emphasizes centralized technology and model solutions across its extensive client base.

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.

Erika Borman is a financial advisor with Planmember Securities Corporation in Reno, NV, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Planmember Securities since 2008 and is also involved with Chapman Financial Group, where she provides insurance services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through asset allocation portfolios. The firm employs a strategic asset allocation investment process and delivers education and support services to plan sponsors and participants.

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.

Steven Rose is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWM, LLC and Art of Wealth Management since 2022. His prior experience includes roles at Legacy Wealth Planning, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in the sale of health, life, disability, and other insurance products through an insurance agency and operates S Rose LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.