Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

Hunter Harris is a CFP® and CFA® with 10 years of industry experience. He is the principal of Alpine Asset Management, an independent advisory firm he has been with since 2015, and previously worked at Granite Funding Inc. from 2017 to 2018. In addition to his advisory role, Harris operates Hunter Harris Accounting and Tax, a separate sole proprietorship providing accounting and tax return preparation services. Alpine Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering investment management and personalized financial planning. The firm uses a combination of passive and active strategies, tailoring portfolio construction to clients’ objectives, risk tolerance, and time horizon, and is notable for working with pension plans and employing fixed, flat advisory fees.

Brent Hause is a financial advisor with Fortuna Investors LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has previously worked at Griffin Capital Securities and Access Securities. Outside of financial advising, Brent is a part-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, CA, where he advises on business strategy on a part-time basis. Fortuna Investors LLC provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as corporate clients. The firm typically constructs ETF-focused portfolios using quantitative analysis and modern portfolio theory, managing accounts on a discretionary basis with monthly reviews and customized model portfolios.

Robin Desota is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Palisade Investments since 1998. Palisade Investments offers retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a strategic asset-allocation approach using diversified portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary management across multiple offices.

Scott Miller is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Palisade Investments since 2007. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios with mutual funds and ETFs, and offers both discretionary and non-discretionary services tailored to client goals.

Karen Pride is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Palisade Investments since 2016 and has additional experience with Integrated Money Management, LLC, and Financial Tax Team. Outside of advising, she works as a partner tax preparer with Financial Tax Team and operates as an independent insurance agent. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals, including high-net-worth clients, as well as institutional pension and profit-sharing plans. The firm employs a strategic asset-allocation approach with diversified portfolios and serves clients through both discretionary and non-discretionary arrangements.

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Steven Burkett is a financial advisor at Palisade Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Investments since 2007. Palisade Investments serves individual investors, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, banks, and corporate entities. The firm provides retirement-plan consulting, asset management, and financial planning using a strategic asset-allocation approach focused on diversified portfolios primarily composed of mutual funds and ETFs.

Lee Abramovitz is a financial advisor with Prosperity Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has worked at firms including Vanderbilt Financial Group, Fortune Financial Services, and LPL Financial LLC. Outside of his advisory role, he is also licensed as an insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and emphasizes tailored portfolio supervision through multiple methods of analysis and ongoing oversight of third-party managers.

Marc O'Brien is a financial advisor at PlanMember Securities Corporation with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment and Legend Equities Corporation. Since 2013, he has also operated his own business providing insurance sales and services related to life, disability, health, Medicare supplemental, and annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Sean Casey is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, incorporating both qualitative and quantitative analyses in its investment recommendations.

Alisha Ragusa is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. She has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to her financial services career, she worked in the hospitality sector with MontBleu Resort Casino & Spa and Caesars Entertainment. Outside of her advisory work, Ragusa volunteers as an assistant coach for a youth baseball organization and serves as Vice President on the executive board of a local nonprofit supporting victims of domestic violence. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with a focus on retirement investors and advisory services connected to insurance and annuity products.

Patrick Ehsan is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 39 years of industry experience. He has worked with Independent Financial Group since 2011 and has prior experience with Securities America Advisors, Inc. from 1998 to 2008. Outside of advising, he serves as a director in the small format channel at Simply Good Foods. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party investment models across multiple platforms and emphasizes strategic asset allocation with a mix of active and passive exposures.

Kenneth Benedict is a CFP® professional with 27 years of industry experience, currently affiliated with Kestra Advisory Services, LLC. His prior roles include positions at Sagepoint Financial, Pure Financial Advisors, Charles Schwab, and DAAT Asset Management. He is an IRS Enrolled Agent and conducts retirement planning training seminars through his educational business, Retirement Planning Today. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Scott Jenner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Gateway Services Group. Outside of his primary role, he provides wealth management services to a small family account base as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Stoker is a financial advisor at UBS Financial Services with 27 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 19 years before joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Christopher Ficara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides straightforward financial guidance to help clients achieve their financial goals. Christopher and his team develop and implement personalized wealth management strategies for a diverse clientele including working professionals, corporate executives, small business owners, entrepreneurs, and retirees. He works with business owners seeking strategies to sell, recapitalize, or expand their businesses. Christopher's approach connects all aspects of a client's financial life to prioritize and pursue their most important goals. Christopher's expertise includes concentrated stock strategies, retirement planning, private business sales, investment management with access to alternative investments, education planning through 529 college savings accounts, private banking and lending services, trust and estate planning, as well as private foundations and charitable gifting strategies. He holds professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a high school diploma from Yucca Valley High School, a bachelor's degree from the University of California, and a Master of Business Administration from the University of Pennsylvania. Christopher is a member of Wharton Alumni Angels of Silicon Valley and participates in community involvement through The Lake Tahoe Documentary Film Festival. His personal interests include adventure sports, biking, boating, camping, hiking, reading, running, skiing, soccer, and yoga.

Nicholas Abelow is a financial advisor with LPL Financial in South Lake Tahoe, CA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked at LPL Financial since 2015 and previously held positions at Ameriprise and Osaic FA, Inc. Outside of his advisory role, he is employed part-time as a driver/chauffeur at Lake Tahoe Sports Medicine. 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 access to third-party asset managers, supported by a broad platform of technological tools and a network of more than 22,800 advisors.

Jeffrey Edmonds is a CFP® professional with 35 years of industry experience, currently with Equitable Advisors since 2025. He previously worked at Commonwealth Financial Network for 30 years. Outside of his advisory role, he is a live music performer under the name Jeff Edmyndz and serves as a swim coach for the Tahoe Swim Team. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Francis Jacobs is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of the West, Bancwest Investment Services, New York Life Investment Management, and Merrill. Outside of his advisory work, he is involved in coaching and owns a sports-related business focused on trap shooting. 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, third-party asset management, participant-level retirement advice, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

Gerald Klosterboer is a financial advisor at Cetera with 48 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes over 28 years at First Allied Securities, Inc. and 8 years at First Allied Advisory Services, Inc. Outside of his advisory role, he serves as a board member of the Kiwanis Club of Lake Tahoe. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Tyler Lightcap is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Lightcap serves as chairman of the High Fives Foundation, a nonprofit focused on injury prevention awareness and support for outdoor sports athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.