Michelle Portney

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.

James Aljian is a financial advisor at Aljian Capital Management in Carson City, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aljian Capital Management since 2013. Aljian Capital Management provides portfolio management and pension consulting services to individuals, high net worth clients, retirement plans, and business entities. The firm manages approximately $576 million in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and borrowing in separately managed accounts.