university of nevada, reno
Planned Giving advisory council
2026
Planned Giving advisory council
2026
COUNCIL MEETINGS AND EVENTS
All meetings take place, quarterly, during January, April, July, and October, from 7:45am to 9:00am unless otherwise noted.
2026 Meeting Dates
January 28, 2026
Speaker: Brian Saeman and Keiko Weil
Location: The Clark Room in Morrill Hall Alumni Center
April 22, 2026
Speaker: TBD
Location: TBD
July 22, 2026
Speaker: TBD
Location: TBD
October 28, 2026
Speaker: TBD
Location: TBD
LEADERSHIP AND MEMBERS
Chair
Lee Hernandez
Firmament Financial, LLC
Chair Elect
Tamara Reid
Aguirre Riley, P.C.
Members
-
Christine Arrascada Aramini
-
Arrascada & Aramini, PLLC
-
Nicolas Conroy
-
Morgan Stanley
-
Dan Dooley
-
Edward Jones
-
Luke T. Federici
-
Dickinson Wright PLLC.
-
Brayden Fiorillo
-
Morgan Stanley
-
Zach M. Fretz
-
U.S. Bank Private Wealth Management
-
Jace Glover
-
Lamplight Advisors
-
Jessie Greer
-
White Oak Legacy Partners
-
Ashley Hicks
-
Edward Jones
-
Scott Kleinbaum
-
Charles Schwab
-
Tim Lewis
-
Stewardly Advisors
-
Joel W. Locke
-
Allison MacKenzie, Ltd.
-
Angie Sosa
-
Grant Thornton LLP
-
Alaina L. Sylvester
-
Fennemore Craig
-
Cassy J. Walsh
-
Woodburn and Wedge
-
Brian Wheeler
-
Keystone Wealth Advisors
-
Tyson Lokke
-
Savvy Advisors
-
Frank Meese
-
Navolio & Tallman LLP
-
Ian Meintjes
-
Morgan Stanley
-
Michael Millman
-
Parallel Advisors
-
Andi Moser
-
Eide Bailly LLP
-
Jason Oetjen
-
Rafferty Oetjen CPA
-
David C. O?Mara
-
O?Mara Law Firm, P.C.
-
David Osgood
-
Dunham Trust Company
-
Steve Rose
-
Art of Wealth Management
-
Conner Sandman
-
Edward Jones
-
Irene Self
-
LPL Financial
-
Richard Smith
-
Premier Trust
Ex-Officio Members
- Brian Sandoval
- President
University of Nevada, Reno
- Brian Saeman
- Director of Planned Giving
University of Nevada, Reno
- Tracy Ostrem
- Vice President of Advancement
University of Nevada, Reno
Emeriti Members
-
Soraya Tabibi Aguirre
-
Aguirre Riley, P.C.
-
Scott Albright
-
Trident Capital Advisors
-
Michel P. Aurnague
-
Pangborn & Co., Ltd.
-
David B. Bianchi
-
Northwestern Mutual—Retired
-
John Boyd
-
Edward Jones
-
Harold J. Depoali
-
Whittier Trust—Retired
-
Heidi Foster
-
American Wealth Management
-
Kirk Gardner, CPA
-
Eide Bailly
-
Julia S. Gold, Esq.
-
Law Offices of Julia Gold, P.C.
-
Ryan L. Gonda
-
Deseret Trust Company
-
Kirstin Griffin
-
Wealthspire Advisors
-
Thomas J. Hall
-
Law Offices of Thomas J. Hall
-
Derek Hamblet
-
Whittier Trust Company of Nevada, Inc.
-
Eric Hollen
-
Open Window Financial Solutions, Ltd.
-
Darcy K. Houghton
-
Mark W. Knobel
-
McDonald Carano LLP
-
Jacqueline Kulikowski
-
1864 Capital Investments
-
Romeo "Ro" Lazzarone
-
The Lazzarone Group
-
Bob LeGoy, Jr.
-
Maupin, Cox & LeGoy—Retired
-
Bryton Lewis
-
TIAA
-
Tammy S. Love
-
Ashley Quinn CPAs and Consultants, Ltd.
-
Michael Rooker
-
Wells Fargo Private Bank
-
Ann Rosevear
-
Dunham Trust Company
-
Don L. Ross
-
Woodburn and Wedge
-
Gustave Rossi
-
Maupin, Cox & LeGoy
-
C. David Russell
-
Northern Nevada Legal Aid
-
Laura K. Saunders
-
WTW Private Client Group/Willis Personal Lines, LLC
-
Vicki Schultz
-
Schultz Financial Group, Inc.
-
R. Bryan Sedway
-
Sedway Financial
-
Thomas E. Seeliger
-
Morgan Stanley Dean Witter & Company
-
Tyler D. Smith
-
GAMCO Asset Management Inc.
-
John Tennert
-
Fennemore Craig
-
Nicole M. Vance
-
Dunham Trust Company
-
Richard E. Wait
-
RS Wait, Chtd.
-
F. McClure Wallace
-
Wallace & Millsap LLC
-
Michael Wallace
-
New York Life Insurance Company
-
Philip Brown
-
BANXA
-
Steven R. Brown
-
Retired
-
William A. Creekbaum
-
Morgan Stanley Wealth Management
-
Richard Cunningham
-
Richard Cunningham Law
-
Leslie C. Daane
-
Barnard Vogler & Co.
-
Brian Loy
-
Wealthspire Advisors
-
Ken Lynn
-
Hill Lynn Investment Group — Retired
-
Christopher F. MacKenzie
-
Allison MacKenzie, Ltd.
-
Lynda Mahorter
-
Jim Marren
-
Nevada Family Wealth
-
Benson Mathews
-
Vantage Wealth Planning
-
Ernest J. Maupin
-
Maupin, Cox, & LeGoy — Retired
-
Kyle R. McCann
-
Vantage Wealth Planning
-
Jason C. Morris
-
Woodburn and Wedge
-
G. Barton "Bart" Mowry
-
Maupin, Cox & LeGoy
-
Anthony L. Ozuna
-
Sierra Management Group
-
Gino Pascucci
-
IconTrust, LLC
-
Mark J. Quinlan
-
Executive Insurance Consultants, Inc.
-
Bryce L. Rader
-
Anderson, Dorn & Rader, Ltd.
-
Thomas Rafferty
-
Rafferty Oetjen CPA
-
Timothy Riley
-
Aguirre Riley, P.C.
-
Sandra O. Wilson
-
Law Offices of Sandra O. Wilson—Retired
-
Michael Young
-
Edward Jones
-
Gregory G. Yup
-
Ashley Quinn CPAs and Consultants, Ltd.
-
Ronald R. Zideck
-
Whittier Trust Company of Nevada, Inc.
January 28, 2026
Speaker: Brian Saeman and Keiko Weil
Location: The Clark Room in Morrill Hall Alumni Center
Location: The Clark Room in Morrill Hall Alumni Center
April 22, 2026
Speaker: TBD
Location: TBD
Location: TBD
July 22, 2026
Speaker: TBD
Location: TBD
Location: TBD
October 28, 2026
Speaker: TBD
Location: TBD
Location: TBD
Chair
Lee Hernandez
Firmament Financial, LLC
Chair Elect
Tamara Reid
Aguirre Riley, P.C.
- Christine Arrascada Aramini
- Arrascada & Aramini, PLLC
- Nicolas Conroy
- Morgan Stanley
- Dan Dooley
- Edward Jones
- Luke T. Federici
- Dickinson Wright PLLC.
- Brayden Fiorillo
- Morgan Stanley
- Zach M. Fretz
- U.S. Bank Private Wealth Management
- Jace Glover
- Lamplight Advisors
- Jessie Greer
- White Oak Legacy Partners
- Ashley Hicks
- Edward Jones
- Scott Kleinbaum
- Charles Schwab
- Tim Lewis
- Stewardly Advisors
- Joel W. Locke
- Allison MacKenzie, Ltd.
- Angie Sosa
- Grant Thornton LLP
- Alaina L. Sylvester
- Fennemore Craig
- Cassy J. Walsh
- Woodburn and Wedge
- Brian Wheeler
- Keystone Wealth Advisors
- Tyson Lokke
- Savvy Advisors
- Frank Meese
- Navolio & Tallman LLP
- Ian Meintjes
- Morgan Stanley
- Michael Millman
- Parallel Advisors
- Andi Moser
- Eide Bailly LLP
- Jason Oetjen
- Rafferty Oetjen CPA
- David C. O?Mara
- O?Mara Law Firm, P.C.
- David Osgood
- Dunham Trust Company
- Steve Rose
- Art of Wealth Management
- Conner Sandman
- Edward Jones
- Irene Self
- LPL Financial
- Richard Smith
- Premier Trust
- Brian Sandoval
- President
University of Nevada, Reno - Brian Saeman
- Director of Planned Giving
University of Nevada, Reno
- Tracy Ostrem
- Vice President of Advancement
University of Nevada, Reno
- Soraya Tabibi Aguirre
- Aguirre Riley, P.C.
- Scott Albright
- Trident Capital Advisors
- Michel P. Aurnague
- Pangborn & Co., Ltd.
- David B. Bianchi
- Northwestern Mutual—Retired
- John Boyd
- Edward Jones
- Harold J. Depoali
- Whittier Trust—Retired
- Heidi Foster
- American Wealth Management
- Kirk Gardner, CPA
- Eide Bailly
- Julia S. Gold, Esq.
- Law Offices of Julia Gold, P.C.
- Ryan L. Gonda
- Deseret Trust Company
- Kirstin Griffin
- Wealthspire Advisors
- Thomas J. Hall
- Law Offices of Thomas J. Hall
- Derek Hamblet
- Whittier Trust Company of Nevada, Inc.
- Eric Hollen
- Open Window Financial Solutions, Ltd.
- Darcy K. Houghton
- Mark W. Knobel
- McDonald Carano LLP
- Jacqueline Kulikowski
- 1864 Capital Investments
- Romeo "Ro" Lazzarone
- The Lazzarone Group
- Bob LeGoy, Jr.
- Maupin, Cox & LeGoy—Retired
- Bryton Lewis
- TIAA
- Tammy S. Love
- Ashley Quinn CPAs and Consultants, Ltd.
- Michael Rooker
- Wells Fargo Private Bank
- Ann Rosevear
- Dunham Trust Company
- Don L. Ross
- Woodburn and Wedge
- Gustave Rossi
- Maupin, Cox & LeGoy
- C. David Russell
- Northern Nevada Legal Aid
- Laura K. Saunders
- WTW Private Client Group/Willis Personal Lines, LLC
- Vicki Schultz
- Schultz Financial Group, Inc.
- R. Bryan Sedway
- Sedway Financial
- Thomas E. Seeliger
- Morgan Stanley Dean Witter & Company
- Tyler D. Smith
- GAMCO Asset Management Inc.
- John Tennert
- Fennemore Craig
- Nicole M. Vance
- Dunham Trust Company
- Richard E. Wait
- RS Wait, Chtd.
- F. McClure Wallace
- Wallace & Millsap LLC
- Michael Wallace
- New York Life Insurance Company
- Philip Brown
- BANXA
- Steven R. Brown
- Retired
- William A. Creekbaum
- Morgan Stanley Wealth Management
- Richard Cunningham
- Richard Cunningham Law
- Leslie C. Daane
- Barnard Vogler & Co.
- Brian Loy
- Wealthspire Advisors
- Ken Lynn
- Hill Lynn Investment Group — Retired
- Christopher F. MacKenzie
- Allison MacKenzie, Ltd.
- Lynda Mahorter
- Jim Marren
- Nevada Family Wealth
- Benson Mathews
- Vantage Wealth Planning
- Ernest J. Maupin
- Maupin, Cox, & LeGoy — Retired
- Kyle R. McCann
- Vantage Wealth Planning
- Jason C. Morris
- Woodburn and Wedge
- G. Barton "Bart" Mowry
- Maupin, Cox & LeGoy
- Anthony L. Ozuna
- Sierra Management Group
- Gino Pascucci
- IconTrust, LLC
- Mark J. Quinlan
- Executive Insurance Consultants, Inc.
- Bryce L. Rader
- Anderson, Dorn & Rader, Ltd.
- Thomas Rafferty
- Rafferty Oetjen CPA
- Timothy Riley
- Aguirre Riley, P.C.
- Sandra O. Wilson
- Law Offices of Sandra O. Wilson—Retired
- Michael Young
- Edward Jones
- Gregory G. Yup
- Ashley Quinn CPAs and Consultants, Ltd.
- Ronald R. Zideck
- Whittier Trust Company of Nevada, Inc.

