Karen Jennifer Ness

James Glennon is the principal of G&S Wealth Management LLC in Elko, NV, holding a Series 66 designation with 17 years of industry experience. He has managed G&S Wealth Management and Glennon & Sandoval Company, a CPA firm in which he is a shareholder, since 2010. Glennon dedicates a significant portion of his workweek to the accounting firm. G&S Wealth Management primarily serves individual clients below high-net-worth thresholds, along with some corporate clients, offering non-discretionary portfolio management and financial planning tailored to each client’s circumstances. The firm employs a conservative, fundamental-analysis investment approach focusing on traditional asset classes and maintains close advisory relationships with clients.

Michael Lane is a financial advisor at Sagebrush Wealth Partners with three years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Outside of financial advising, Lane has an ownership interest in a naturopathic practice operating as a separate legal entity. Sagebrush Wealth Partners provides portfolio management services primarily to individual investors and small business owners, offering limited financial planning on request. The firm constructs portfolios using exchange-traded funds, individual equities, and fixed income, employing fundamental, economic, and technical analyses within a long-term asset allocation framework.

Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.

Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.

Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.

Norma Terras is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® and Series 66 credentials, with 10 years of industry experience. She has been with Edward Jones and its predecessor firm since 2007. 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 nationwide network of advisors and branch offices.