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.

Steven Smit is a CFP® with 15 years of experience in financial services. He is the sole advisor at Powerhouse Financial Advisors, Inc. and has held roles at Parsonex Advisory Services, Parsonex Securities, BackNine Insurance and Financial Services, and Steven James Financial. Outside of advisory work, he is an author with a book distributed through online services. Powerhouse Financial Advisors operates as an investment manager serving individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan consulting, and pension services. The firm employs both fundamental and quantitative analysis, manages accounts on a discretionary basis, and frequently uses third-party sub-advised programs.

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.

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.

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.

Karin Usach Franck is a financial advisor at BlackWatch Financial Group, LLC, holding a Series 65 designation with one year of industry experience. She also serves as an Assistant Professor and Head of the Marketing Department at Universidad Adolfo Ibanez, where she has worked since 2013. BlackWatch Financial Group advises ultra-high-net-worth families and charitable organizations, offering discretionary investment management, financial planning, and multi-family office services. The firm utilizes customized Investment Policy Statements and mean-variance optimization software to guide asset allocation across a range of traditional and alternative investments.

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.

Brent Hause is a financial advisor at Fortuna Investors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Griffin Capital Securities and Access Securities. Outside of advising, Brent is a co-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, where he advises on business strategy on a part-time basis. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm focuses on quantitative analysis and modern portfolio theory, utilizing dynamic asset allocation and primarily exchange-traded funds in its portfolios.

Steven Re is a financial advisor at Fairbanks Capital Management, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 designations. Fairbanks Capital Management, Inc. provides discretionary investment management primarily to individual clients and institutional entities such as foundations, trusts, IRAs, and pooled investment vehicles. The firm employs a concentrated, long-term equity investment approach focused on buying businesses below intrinsic value, along with active management of investment-grade fixed income and explicit risk controls.

Kerry Worden is a financial advisor with Equity Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He is also the owner and president of KA Worden Inc DBA American Mortgage Management, a mortgage brokerage business he has operated since 2000. Equity Advisors provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various investment vehicles and offers discretionary management with periodic rebalancing and tax-focused consulting coordinated with clients’ tax professionals.

Jacquelyn Hunt is a financial advisor at Equity Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investment Inc. and Primerica Financial Services. Outside of her advisory role, she serves as Vice President of Tax Strategies Marketing, a business focused on tax minimization options. Equity Advisors, LLC provides portfolio management and model-portfolio services to individual clients, trusts, estates, retirement accounts, and certain business entities. The firm employs fundamental, cyclical, and technical analysis in its investment approach and offers discretionary management with periodic rebalancing and client-imposed restrictions.

Robin Desota is a financial advisor at Palisade Investments, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palisade Investments since 1998. 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 employs a strategic asset-allocation framework focused on diversified portfolios primarily using mutual funds and ETFs, offering both discretionary and non-discretionary services tailored to client goals.

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.

Mark Holmlund is a financial advisor at Alaethes Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alaethes Wealth since 2019. Prior to that, he was a student from 2014 to 2019. Alaethes Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a variety of analytical approaches and offers services ranging from long-term holdings to shorter-term trading and options, while generally avoiding firm-level leverage.

Cole Holmlund is a financial advisor at Alaethes Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanford C. Bernstein & Co., LLC and Morgan Stanley. Holmlund has been with Alaethes Wealth since 2019. Alaethes Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a variety of analytical approaches and investment strategies tailored to client goals, and it offers educational seminars alongside its advisory services.