Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.

Jack Liu is a financial advisor at Options Best Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gps Capital Management from 2014 to 2018. Liu has been with Options Best Financial since 2019. Options Best Financial provides discretionary portfolio management services primarily for high-net-worth individuals, focusing on customized Investment Policy Statements that consider client goals, tax factors, and risk tolerance. The firm employs a combination of fundamental analysis and various trading strategies, including options, and manages a small number of accounts with approximately $3.5 million in assets under management.

Cole Schafer is an advisor at Sequoia Wealth Management Group in Gardnerville, NV, holding a Series 65 credential. He has zero years of industry experience and prior work history includes roles at Caterpillar, Vermeer, Iowa State University, Precision Planting, and Petersen Land Management. Sequoia Wealth Management Group provides investment management, financial planning, and consulting services to individuals, small businesses, estates, and charitable organizations. The firm emphasizes long-term investment horizons with disciplined portfolio management aligned to clients’ goals and risk tolerance.

Matthew Schafer is a financial advisor with Sequoia Wealth Management Group in Gardnerville, NV. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Sequoia in 2020, he worked for Raymond James Financial Services Advisors for 10 years. Outside of advising, Schafer works part-time as a heavy equipment operator for Petersen Land Management. Sequoia Wealth Management Group provides investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, and small businesses. The firm uses a detailed discovery process to develop Investment Policy Statements and implements client portfolios with model allocations and discretionary trading, focusing on multi-year planning and risk management.

James Lambert is a CFP® with 24 years of industry experience, currently serving at Capital Trust Advisors. He previously led Lambert Wealth Advisory, LLC for 12 years and worked at UC Davis for over two decades. His credentials also include Series 63 and Series 65 licenses. Capital Trust Advisors is a multi-advisor firm that provides discretionary wealth management and financial planning services to individual, high-net-worth, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in mutual funds and ETFs.

Steven Smit is a CFP® with 16 years of industry experience, currently serving at Powerhouse Financial Advisors, Inc. Prior to joining Powerhouse Financial Advisors in 2025, he was associated with Steven James Financial and BackNine Insurance and Financial Services, among others. He is also an author with a book distributed through online services and provides tax preparation referrals to enrolled agents. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm creates diversified portfolios using fundamental and technical analysis and manages accounts with third-party platforms, including SEI sub-advised models and Howard Capital Management funds, tailoring strategies to client objectives and risk tolerances.

Steven Re is a CFA® charterholder with 50 years of industry experience. He has been with Fairbanks Capital Management, Inc. in Gardnerville, NV since 1996. Fairbanks Capital Management provides discretionary investment management and limited financial-planning advice to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm pursues a concentrated, long-term equity strategy combined with an investment-grade fixed-income sleeve, managing portfolios on a discretionary basis with documented risk controls and quarterly reporting.

Leslie Day is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. She is also co-owner of Leslie Roper Day & Associates, LLC, through which she conducts securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers various discretionary and customized portfolio solutions, supporting advisors who deliver advice under Commonwealth’s supervision.

Theodore Rich is a financial advisor with D.A. Davidson & Co. in Minden, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Clearing for 29 years before joining D.A. Davidson in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards.

Alexander Harker is a Series 66-licensed financial advisor with D.A. Davidson & Co. and has four years of industry experience. His prior work includes roles at New York Life and various other companies in Nevada. He is also commissioned as a notary public, providing notarization services exclusively for D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Megan Phillips is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Minden, NV, with 16 years of industry experience. She previously worked at Wells Fargo Clearing for 12 years before joining D.A. Davidson & Co. in 2020. Outside of her advisory work, she is a 50% owner of Battle Born Wine, where she assists with sales, marketing, and general management. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative analysis.

Timothy Cleveland is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donovan Jackson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 35 years of industry experience. He previously worked at Jackson & Whitaker Inc and has a long history with various insurance carriers and firms including Waddell & Reed, Inc. Jackson also served in roles with The Church of Jesus Christ of Latter Day Saints for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Natalie Nielson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to her advisory roles, she has been involved with Realty Executives Nevada's Choice since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stuart Shipley is a financial advisor with Edward Jones in Minden, NV, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Brady is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Ameriprise Financial Services and Commonwealth Financial Network. He also operates a business entity under the name Brady and Associates related to his LPL activities. 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 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 and advanced research tools.

Donald Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes 28 years at Wells Fargo Clearing and five years at Western International Securities, Inc. He is also involved with Johnson Wealth Group, a business related to his LPL advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Michael Miller is a ChFC® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked at U.S. Bancorp Investments, Inc. for seven years. Michael is based in Gardnerville, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Igor Kuprin is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 14 years of industry experience. He has been associated with LPL Financial since 2012 and has spent the last 10 years with Sequoia Wealth Advisors & Investment Management. Outside of his advisory role, he is involved with Metatron Holdings, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Bruce Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Associated Planners Investment Advisory Inc., Associated Securities Corp., FSC Securities Corporation, and Strategic Wealth Advisors Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Samuel Long is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with LPL Financial in Minden, NV. His prior roles include positions at Stifel, Wells Fargo Clearing, Edward Jones, and State Farm. Outside of his advisory work, he is employed at Casino Fandango in Carson City, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Michael Nolting is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Legacy Supply Chain Services, TekSystems, Murry Ranch LLC, and the University of Nevada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Graham Rogney is a financial advisor with Raymond James & Associates in Minden, NV, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Eldridge is a financial advisor with Edward Jones in Minden, NV, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her work history includes roles at Edward Jones since 2021 and prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Steven Lakso is a CFP® professional with 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2011. Lakso is also a licensed life insurance agent representing fixed and fixed index insurance solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Kapchuk is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association, and previously spent 11 years at Ameriprise. Kapchuk also serves as a trustee for an investment-related trust based in Aptos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage offerings across retail and institutional sectors.

Kristina Kuprina is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 20 years of industry experience. She has worked with LPL Financial since 2007 and was previously with Morgan Stanley Dw Inc. for one year. Kuprina is also involved with Sequoia Wealth Advisors & Investment Management, Inc. 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 access, and institutional programs, supported by a large network of investment adviser representatives.

Virginia Merkouris is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, having previously worked at firms including Jackson and Whitaker Inc, Jeffrey Whitaker, Waddell & Reed, Inc, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies across discretionary and non-discretionary accounts.

Ron Bankofier is a CFP® professional with Edward Jones, where he has worked since 1997, totaling 28 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Minden, NV. Outside of his financial advisory role, he teaches golf professionally and serves on the board of Genoa Lakes Men's Golf Club. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joshua Larson is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He has been with LPL Financial since 2019 and has prior experience at Financial Advocates Investment Management and Washington State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Savage is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has been with Edward Jones since 2024. Prior to his advisory role, he spent three years affiliated with the University of Nevada-Reno. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Jesus Manriquez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and Wells Fargo Bank, N.A. since 2016. Outside of his advisory work, Manriquez owns and manages two small businesses in Carson City, NV, including a cleaning service and a car detailing company. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jeffery Whitaker is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes long-term roles at Waddell & Reed, Transamerica Life Insurance, and founding Jackson & Whitaker Inc. Outside his advisory work, he has been involved with aviation and scouting organizations over multiple years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services, supported by extensive advisor tools and a broad platform that includes insurance and banking partnerships.

Christopher Martin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JPMorgan Securities LLC and US Bank N A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Patrick Gaskill is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies, Inc. He is also a published author of "The Business of Life and Golf." 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing significant assets.

Allison Devine is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked for Grace Church Reno for six years. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.