Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 credential and three years of industry experience. Prior to joining Conway Partners in 2022, he worked in operations management at Stryker Corporation, where he assisted with the integration of a startup acquisition. Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined, asset-allocation-focused approach using diversified portfolios of exchange-traded funds and selected independent managers, and offers specialized advisory services related to insurance-based products and ERISA fiduciary retirement plan consulting.

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.

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.

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 investment management, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning primarily to individual clients, managing about $5.8 million in assets. The firm combines technical screening with value-oriented fundamental analysis, focusing on securities trading below intrinsic value and employing dollar-cost averaging for mutual funds.

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.

Justin Spees is the principal and sole advisor at Just Advisors, Inc., an independent registered investment adviser. He holds a Series 66 designation and has 17 years of industry experience. Prior to focusing full-time on his advisory practice, he served as an Assistant Professor of Business and Chair of the Business Department at Sierra Nevada University for six years. He is also the director of Give The Dream Foundation, a nonprofit charity with which he has been involved since 1997. Just Advisors, Inc. manages discretionary portfolios for individuals, high-net-worth households, trusts, charitable organizations, and businesses. The firm emphasizes tailored financial advice guided by individualized investment policies and combines traditional portfolio management with the capacity to offer insurance products.

Lauren Landfield is a CFA® charterholder and Series 63 licensee with six years of industry experience. She has worked at Panthera Capital LLC since 2018 and serves as an advisory board member for ClearPlay, Inc., a company specializing in content filtering applications. Prior to Panthera Capital, she was employed at Zazove Associates from 2011 to 2018. Panthera Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on monetizing or reducing concentrated stock positions. The firm employs a flexible equity long/short strategy that integrates fundamental, quantitative, and technical analysis, using derivatives tactically for hedging and yield enhancement.

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 with Incline Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served as Chief Investment Officer and Portfolio Manager at Incline Investment Management since 2012 and currently holds a similar role at Newarc Investments, Inc. Outside of his advisory roles, he manages a hedge fund program that generates trading orders based on end-of-day market data. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families with discretionary separately managed accounts and integrated financial planning. The firm employs a combination of systematic, quantitative, technical, and value-oriented strategies and is noted for its affiliation with a registered commodity pool operator and commodity trading advisor, which supports access to proprietary commodity and futures strategies.

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.

Gwen Straley is a financial advisor with 3rd Creek Investments, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. She has been with 3rd Creek Investments since 2016. Outside of her advisory role, she serves as Board President and Executive Director of a private family foundation and assists with accounting and operations for angel investing and venture capital firms. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while also providing tax and bookkeeping services through an affiliated CPA practice.

Roger Wittenberg is a financial advisor at Bodhi Tree Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked concurrently at International Supply Co and Trex Company for over two decades. Outside of advisory work, he serves as CEO of International Supply Consortium LLC, a real estate-related business. Bodhi Tree Capital Management advises qualified individual and institutional investors, primarily high-net-worth clients, using an options-centric investment approach that combines a core S&P 500 ETF position with cash and option strategies. The firm manages separately managed accounts and a pooled hedge fund, employing both fundamental and technical analysis.

Lisa Farrier is a CFP® professional with 10 years of industry experience. She has worked at Nest Egg Financial Advisors since 2018 and previously at Open Window Financial Solutions, Ltd. from 2013 to 2016. From 2016 to 2019, she operated a bookkeeping business. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm uses a long-term, asset-allocation approach focused on diversification and behavioral finance concepts to support customized portfolio management and financial planning.

Dave Straley is a financial advisor at 3rd Creek Investments with 21 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2002. Straley is also a CPA and operates an accounting sole proprietorship. He co-founded and serves as board treasurer of the 3rd Creek Foundation, a private family nonprofit. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors.

Grant Furlan is a financial advisor at Incline Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Incline Investment Advisors since 2019, with prior experience at Newarc Investments, Inc. and Park Avenue Builders. Outside of advising, he serves as a product manager for Incline Investment Management, handling marketing and promotional materials. Incline Investment Advisors is a fiduciary wealth manager serving high-net-worth individuals and families, managing approximately $95 million in discretionary assets through a team of five advisors. The firm employs a blend of systematic, quantitative, technical, and value-oriented strategies, including proprietary approaches linked to an affiliated registered commodity trading advisor.

Harris Kirschner is a financial advisor at 3rd Creek Investments with 13 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2010. Outside of his advisory role, Kirschner serves as Chief Financial Officer of a medical device company and is involved in managing several angel investing and venture capital firms, as well as a private family foundation. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, with additional services for private companies and retirement plans. The firm’s investment approach emphasizes diversification, disciplined asset allocation, and a generally buy-and-hold strategy, incorporating ESG analysis and offering advisory services on private placements and alternative investments for qualified investors.

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.