Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

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.

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

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.

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.

Paul Boyd is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1996 and holds Series 63 and Series 65 licenses. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and operates private funds focused on later-stage technology and technology-enabled companies.

David Simon is a financial advisor at HG Wealth Partners LLC with 42 years of industry experience. He previously worked at Western International Securities, Inc. for 21 years. He holds Series 63 and Series 65 licenses. HG Wealth Partners is a small registered investment adviser that provides discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and certain institutional or corporate accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, offering financial planning as a separate engagement without requiring implementation through the firm.

Elizabeth Eldridge is a financial advisor at Rubey & Rust Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Enovix Corporation for ten years. Outside of her advisory role, she provides financial planning and analysis consulting to Nutcracker Therapeutics, a private biotech company. Rubey & Rust Capital Management offers portfolio management and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary management, including retirement plan consulting for employer-sponsored plans.

Karen Craig is a financial advisor at AlpenGlobal Capital, LLC with three years of industry experience. She holds the Series 63 and Series 65 designations and has been with AlpenGlobal since 2014. AlpenGlobal provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and other entities. The firm focuses on tailored investment plans based on clients’ financial conditions, objectives, risk tolerance, and time horizon, emphasizing individual global equity positions supported by fundamental research and long-term holding strategies.

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.

William Wee is a CFP® with 13 years of industry experience currently serving at Delta Investment Management, LLC. His prior roles include positions at EP Wealth Advisors and Homewood Capital Management, Inc., along with operating Wee & Company since 1985. Outside of finance, he is involved with Mt. Lotus Yoga. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated equity mandate.

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 at Palisade Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade since 2016. In addition to her advisory role, she is a partner tax preparer at Financial Tax Team and has worked as an independent insurance agent since 2001. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, offering both discretionary and non-discretionary services across multiple offices.

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.

Aaron Delsignore is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Kestra Advisory. Outside of his advisory work, he owns and operates a fixed indexed annuity sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, and integrates retirement-plan consulting and administration with its advisory services.

Scott Koch is a Series 65-licensed advisor at Monograph Wealth Advisors, LLC with one year of industry experience. Prior to joining Monograph, he was involved with the Reissa Foundation for nine years. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, utilizes third-party sub-advisors, and incorporates alternative investments and a wealth-management SaaS platform in its client solutions.

Justin Barrett is a financial advisor with First Command Advisory Services in Truckee, CA, holding a Series 66 license and 10 years of industry experience. Prior to his current role, he served in the US Air Force for 21 years. He is also the owner of Justin Barrett LLC, established in 2024 as an independent contractor advisor designation with First Command. First Command Advisory Services is an SEC-registered adviser serving 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 Management Team and Wealth Portfolio Managers who select from approved third-party managers and model portfolios.

Thomas Kleffman is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2021. Outside of his advisory role, he serves on the board of directors for the Contractors Association of Truckee Tahoe Community Project and coaches youth soccer for the Truckee River United Futbol Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various investment adviser and promoter arrangements.

John Manocchio is a CFP® professional with 14 years of experience in financial advising. He is currently with Commonwealth Financial Network and has previously worked with Pacific Crest Wealth Planning. Outside of his advisory work, he is involved with the Truckee Donner Chamber of Commerce and the CATT Community Project. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

William Austin is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Ameriprise Financial Services and Pacific Crest Wealth Planning, where he also conducts fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $213 billion in client assets.

Jessica Abrams is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Pacific Crest Wealth Planning. Her prior roles include positions at Facet Wealth, Vantage, LPL Financial, and William W Austin. She serves as a Notary Public in Truckee, CA, and works as a Personal Financial Councilor with Magellan Federal. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services to individual and institutional clients.

Vincent Crivello is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and having 23 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. In addition to advising, he serves as a trustee in trust services and administration in Truckee, CA. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, combining enterprise scale with a relatively small advisor base.

Paul Warmerdam is a financial advisor with Raymond James Financial in Truckee, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Raymond James Financial since 2005 and a four-year tenure at Truckee Donner Public Utility District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while also maintaining specialized municipal and public-finance advisory capabilities.

Peter Trummer is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years and has owned an insurance agency specializing in health insurance since 1997. 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, supporting a broad array of investment strategies.

Robert Revet is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Mc Mullen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., and part-time employment at Northstar California, a ski resort. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Strong is a financial advisor with Equitable Advisors in Truckee, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at Axa Advisors, Valic Financial Advisors, MetLife Investment Fund Services LLC, and Morgan Stanley DW Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models implemented through third-party managers and affiliates, offering mutual funds, ETFs, separately managed accounts, and alternative investments.

Rachel Ludke is a Series 66 licensed financial advisor with Charles Schwab & Co., Inc., where she has worked since 2018. She has four years of industry experience and is based in Truckee, California. Outside of her advisory role, she serves as secretary and treasurer for Deerfield Community Church, a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and affiliated managed accounts.

Bryan Mccollam is a financial advisor with UBS Financial Services in Tahoe City, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Los Gatos Little League, where he is involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of financial planning, portfolio management, and capital markets solutions.

Howard Colgan is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nathan Farnell is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Charles Schwab since 2017. Prior to Schwab, he worked at Questar Asset Management and Questar Capital Corporation from 2012 to 2017. Outside of his advisory role, he serves as president of Cowboy Holdings, a corporation that manages administrative functions for his independent Schwab office. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Tim Moore is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a joint owner of a commercial office building in Sebastopol, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Arthur Barzilay is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980, concurrently affiliated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Murphy is a CFP® professional with 35 years of experience in the financial services industry. He has been with Edward Jones since 2010. 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 large network of financial advisors and branch offices nationwide.

Bruce Turner is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Edward Jones since 1990. 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 strategies, separately managed accounts, and affiliated mutual funds.

Jordan Mc Elroy is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously served in the US Army for ten years. Outside of his advisory role, he has been involved with the Auburn Ski Club since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and an alternative investments program.

Adam Kwiecinski is a financial advisor with Edward Jones in Truckee, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2016. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Christian Pfeiffer is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Carnelian Bay, CA. Outside of his advisory role, he acts as a trustee and power of attorney for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and utilizes a research-driven investment approach incorporating diversification and modern portfolio theory.

Stephen Martin is a financial advisor with Morgan Stanley in Truckee, California, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Martin serves as a board member and officer of the Lahontan Community Association, a civic organization in Truckee. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Bryan Rozmarynowski is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 11 years at MFS Fund Distributors, Inc. before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.