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 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.