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 advisor at Toups Capital Advisors LLC, an independent firm based in Truckee, CA. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he worked at several companies including Swayable and McKinsey & Company. Toups Capital Advisors provides ongoing portfolio management and customized investment planning for individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offering a broad range of investment options including venture capital funds and commodities alongside traditional assets.

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. She is a principal at Rubey & Rust Capital Management, LLC, where she has worked since 2016, following a 24-year tenure at Protected Investors of America. Outside of her advisory role, she is involved in wellness product sales through Arbonne. Rubey & Rust Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as trust, pension, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies including equity positions, options trading, and margin, offering both discretionary and non-discretionary management.

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.

Cavalot Capital is a fee-only, wealth management firm serving clients nationwide from offices in Truckee and Redding, California. We specialize in working with business owners, multi-income households, and retirees who are looking for a more integrated approach to financial planning. Many of our clients have complex situations that involve multiple income streams, equity compensation, real estate, or retirement transitions, and they value having a single, trusted partner to help bring clarity and coordination. Our services combine financial planning, investment management, and proactive tax strategy under one roof. By bundling these areas together, we help clients reduce friction, avoid costly surprises, and ensure more of what they earn goes towards their life goals and financial objectives. The value we offer is rooted in transparency, responsiveness, and practical guidance. Clients come to us because they want a clear plan for the future that adapts as life changes, and to have a financial expert on retainer to make sense of it all. Our goal is to help each client make better financial decisions, gain back time and peace of mind, and feel confident that their money is aligned with the life they want to live. Damian currently lives around Lake Tahoe, CA and spends most of his down time ski racing and trail running. He is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner® & CTEC Registered Tax Preparer (CRTP).

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.

Theodore Palfini is a financial advisor at Cavalot Capital with 38 years of industry experience. He holds a Series 66 designation and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as a Trustee, providing trustee services that include asset distribution, cash flow management, and coordination of healthcare and living arrangements. Cavalot Capital serves individuals, high-net-worth clients, families, trusts, and small businesses with integrated wealth management, discretionary investment management, financial planning, and tax return preparation. The firm combines fundamental and tactical analysis with a long-term, largely passive investment approach and offers a broad range of non-investment services alongside portfolio management.

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.

Karen Pride is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Palisade Investments since 2016 and maintains ongoing roles with Integrated Money Management, LLC, and Financial Tax Team. In addition to her advisory work, she prepares tax returns as a partner at Financial Tax Team and operates as an independent insurance agent. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, with a notable emphasis on non-discretionary management and participant-directed services.

Lawrence Sidney is a financial advisor at Palisade Investments, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. from 2019 to 2023. Outside of his advisory role, he has experience as an insurance representative and was involved with Hurry Hard Elite Apparel, LLC. Palisade Investments serves individual and institutional clients, providing retirement-plan consulting, asset management, and financial planning. The firm emphasizes a strategic asset-allocation approach using diversified portfolios and offers both discretionary and non-discretionary services tailored to client goals.

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.

Justin Barrett is a financial advisor with First Command Advisory Services in Truckee, CA, holding a Series 66 credential and nine years of industry experience. Prior to his advisory role, he served in the US Air Force for 21 years. He is also the owner of Justin Barrett LLC, established as an IC advisor entity related to his work with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and delivers structured, ongoing planning engagements.

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® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Commonwealth Financial Network since 2021 and is also associated with Pacific Crest Wealth Planning. Outside of advisory work, he is involved with the Truckee Donner Chamber of Commerce and the CATT Community Project. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, including discretionary model portfolios and personalized indexing options, along with operational, trading, compliance, and practice-management support.

John Manocchio is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has held various roles at firms including Pacific Crest Wealth Planning and Waddell & Reed. Outside of advising, he also provides tax preparation services through his own practice. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

William Austin is a CFP® with 25 years of industry experience. He is currently affiliated with Commonwealth Financial Network and also conducts fixed insurance sales under Pacific Crest Wealth Planning. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios and personalized investment solutions, while enabling advisors to offer customized advice under Commonwealth’s supervision.

Jessica Abrams is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Pacific Crest Wealth Planning since 2025. Her prior roles include positions at Facet Wealth, Vantage, LPL Financial, William W Austin, and Abacus. In addition to her advisory work, she serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by its Investment Management and Research team.

Mitchell Rohrer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations across various vehicles, performance reporting, participant education, and plan benchmarking, and it acts as an ERISA fiduciary when providing investment advice.

Paul Warmerdam is a financial advisor with Raymond James Financial in Truckee, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes four years at the Truckee Donner Public Utility District. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans developed through client interviews and risk profiling.

Peter Trummer is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Western International Securities, Inc. for 19 years. He is also the owner of Peter Trummer Insurance, an insurance agency specializing in health insurance since 1997. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

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 with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include employment at Bank of America, N.A., Merrill, and part-time work at a ski resort in Truckee, CA. Outside of advisory work, he has been involved in a family co-ownership of a rental property. Merrill serves a wide range of clients—including individuals, retirement plans, corporations, and institutional clients—offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment management utilizes multiple program strategies and emphasizes tax-efficient capabilities, supported by integration with Bank of America’s broader financial platform.

Rachel Ludke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2018. Prior to this, she worked at Sierra Pacific Mortgage from 2014 to 2016. Outside of her advisory role, she serves as secretary treasurer for Deerfield Community Church, a nonprofit organization in Truckee, California. Charles Schwab 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 provides integrated brokerage, custody, and cash-sweep services.

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 with Merrill, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. He has been with Merrill since 1980 and concurrently associated with Bank of America since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight and leverages integration with Bank of America affiliates to support a broad range of capital markets activities.

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 Series 63 and Series 65 credentials and two years of industry experience. His background includes service in the US Army for ten years and work with Auburn Ski Club and Sugar Bowl Resort. Charles Schwab 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 offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and provides integrated custody and brokerage services.

Adam Kwiecinski is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to joining Edward Jones, he was with Morgan Stanley and Morgan Stanley Private Bank, National Association from 2014 to 2016. 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds.

Christian Pfeiffer is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Pfeiffer serves as a trustee and holds power of attorney responsibilities for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 11 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 2014 to 2025. Bryan holds Series 63 and Series 66 licenses and is based in Truckee, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Vincent Crivello is a financial advisor at Focus Partners Advisor Solutions, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. He also serves as a trustee in an investment-related cash flow management trust services and administration business in Truckee, CA. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.