Gregory Crawford is a CFP® with 19 years of industry experience, currently serving as the principal advisor at Sierra Nevada Wealth Management, LLC. He previously worked at Alliance Trust Company, LLC for ten years. Crawford is also the founder and CEO of Crawford Trust Company, LLC, a retail trust company licensed in Nevada that provides trustee services internationally. Sierra Nevada Wealth Management offers investment management and financial planning to individuals, trusts, estates, and businesses, managing over $22 million in assets. The firm uses a fundamental, diversified asset-allocation approach with portfolios tailored to clients’ risk preferences and generally manages accounts on a discretionary basis.

John Maierhofer is the principal of Maierhofer Wealth in Stagecoach, NV, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously operated Maierhofer Wealth Management, LLC from 2009 to 2023 and has been with Maierhofer Wealth since 2024. Maierhofer Wealth provides wealth management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and owners of closely held businesses. The firm constructs customized portfolios primarily using mutual funds, ETFs, and individual debt securities, offering non-discretionary management with ongoing monitoring and periodic reviews, and maintains a focus on business exit planning and hourly billing arrangements.

David Kissner is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at MK Strategic Equities, an independent firm based in Dayton, NV. Outside of his advisory role, he teaches algebra and calculus through an online math tutoring business called Engaging Math Circles. MK Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six families. The firm emphasizes long-term, non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, offering flexible fee arrangements including AUM, flat fees, and hourly consulting.

Michael Kissner is the sole advisor at Mk Strategic Equities, an independent firm based in Dayton, NV. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having founded Mk Strategic Equities in 2010. Mk Strategic Equities provides investment advisory services primarily to individual clients and manages approximately $2.9 million in assets for six client families. The firm offers ongoing portfolio management on a non-discretionary basis, as well as flat-fee and hourly consulting, focusing on long-term buy-and-hold strategies using mutual funds, ETFs, and occasional individual securities.

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

Michelle Portney is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 43 years of experience in the financial services industry, including prior roles at OSAIC, Sagepoint Financial, Sunamerica Securities, and an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ian Murdock is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Prior to joining Edward Jones, he is a 5% owner and COO of DJMMFG, a manufacturing business based in Carson City, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services, including managed accounts, affiliated mutual funds, and specialized services such as tax-efficient strategies and proxy voting.

Megan Schilling is a financial advisor with Edward Jones in Dayton, NV, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Best Buy for 19 years and is currently the owner and operations manager of Schilling Tool Supply. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Janeen Ingram is a financial advisor with LPL Financial in Carson City, NV, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior experience includes roles at Calton & Associates, Smoke Junction Inc., Ameritas Investment Corp, and Morgan Stanley DW Inc. Since 2015, she has been involved in non-variable insurance commission trails related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and model portfolio programs.