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.

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.

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

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.

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning to individual clients, managing approximately $6.0 million across around ten accounts. The firm’s investment approach combines technical analysis with a value-focused fundamental strategy, emphasizing securities trading at significant discounts to intrinsic value and currently targeting sectors such as precious metals and alternative media.

Alexander Kaitz is the principal of Kaitz Investments Inc. in Glenbrook, NV, holding a Series 65 designation with 13 years of industry experience. He has led Kaitz Investments since 2011. Outside of his advisory role, he provides consulting services in apartment management and related technical and economic matters for a property management business. Kaitz Investments is an independent firm managing approximately $12.2 million in discretionary assets for individual investors, trusts, estates, and some corporate clients. The firm employs a long-term, value-oriented equity strategy based on fundamental analysis, utilizing a range of securities including equities, ETFs, REITs, options, and partnership interests, with portfolio construction tailored to client objectives.

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.

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.

Justin Spees is the sole advisor at Just Advisors, an independent registered investment adviser based in Incline Village, NV. He holds a Series 66 credential and has 17 years of industry experience. Prior to founding Just Advisors in 2016, he worked at Global Market Trading and served as an Assistant Professor and Chair of the Business Department at Sierra Nevada University from 2016 to 2022. Spees is also the director of Give The Dream Foundation, a nonprofit charity he has been involved with since 1997. Just Advisors provides tailored investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $5 million and includes corporate and charitable clients as part of its notable client mix.

Lauren Landfield is a CFA® charterholder and Series 63 licensed advisor with seven years of industry experience. She has worked at Panthera Capital LLC since 2018 and previously held roles at ClearPlay, Inc. and Zazove Associates. Landfield serves on the advisory board of ClearPlay, a company focused on video content filtering, where she provides advice on corporate finance matters. Panthera Capital LLC is an independent, single-advisor registered investment adviser that manages tailored portfolios for qualified and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with strategies including equity long/short and position monetization, integrating derivatives and risk management techniques in client accounts.

John Bowers is a Series 65-licensed financial advisor with 18 years of experience at Bowers Wealth Management, Inc. in Glenbrook, NV, and over 40 years with Independent Fidelity Investors, Inc. He is also president and editor of Fidelity Monitor and Insight, an independent mutual fund newsletter tracked by Hulbert's Financial Digest for the past 30 years. Additionally, Bowers serves as chief investment strategist for Weber Asset Management, providing daily portfolio performance and strategy updates. Bowers Wealth Management offers discretionary investment management and portfolio advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $298 million in discretionary assets, emphasizing long-term growth through personalized portfolio strategies primarily using Fidelity mutual funds and ETFs.

Todd Hurlbut is a financial advisor at Incline Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citigroup Global Markets and Everett Capital Management. In addition to his advisory role, Hurlbut serves as Chief Investment Officer and Portfolio Manager for Incline Investment Management, a hedge fund that utilizes end-of-day market data to generate trading orders. Incline Investment Advisors is a registered investment adviser that provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients and families. The firm employs a blend of systematic quantitative models, technical trend signals, and value-oriented stock selection to construct risk-managed allocations across multiple asset classes, and offers investment strategies that include options, futures, and volatility trading.

Alex Gutt is a financial advisor at AlpenGlobal Capital, LLC with 19 years of industry experience. He holds the Series 65 designation and has been with AlpenGlobal since 2006. AlpenGlobal provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and other entities. The firm focuses on individualized strategic asset allocations, emphasizing global equity positions identified through fundamental research and long-term holding, supplemented by mutual funds, ETFs, and opportunistic use of options and alternative investments.

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.

Margaret Rust is a CFA® charterholder with 33 years of industry experience, currently serving at Rubey & Rust Capital Management, LLC, where she has been since 2016. She is also involved in the sale of wellness products through Arbonne. Rubey & Rust Capital Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management and retirement plan consulting, managing approximately $381 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis, using both discretionary and non-discretionary strategies, including options and margin, which are distinctive features compared with peers.

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.