Richard Price is a financial advisor at Williamson Price Modern Wealth Management LLC in Reno, NV. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he has been involved in retail operations through Knuckle Dusters Vapor since 2014. Williamson Price Modern Wealth Management LLC provides discretionary asset management, ERISA 3(38) retirement-plan services, and financial planning for individuals, trusts, and businesses. The firm employs a multi-method investment approach and distinguishes between fiduciary plan-level management and non-fiduciary participant support.

Thomas Donnelly is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Navellier & Associates since 2016 and has worked at Sears Holdings Corp since 2013. Outside of his advisory role, he works part-time as a sales consultant in home improvement. Navellier & Associates manages discretionary equity and ETF portfolios for individual, high-net-worth, and institutional clients through a quantitative screening process combined with fundamental analysis. The firm oversees approximately $1.1 billion in assets and serves over 1,200 client accounts with a team of around 11 advisors.

Antonio Arellanes is a financial advisor with GK Wealth Management LLC in Reno, NV, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Ameriprise Financial and Starbucks Corporation. GK Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a manager-of-managers investment approach, utilizing third-party and institutional fund managers and incorporating alternative investment vehicles.

Brendon Williams is a financial advisor at Navellier & Associates Inc with 30 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with firms including RM Securities, Realty Mogul, and North Capital Private Securities. He also serves as an acquisitions consultant and provides technology and administrative support for RealtyMogul companies. Navellier & Associates manages discretionary equity and ETF portfolios for individual, high-net-worth, and institutional clients, using a quantitative screening process combined with fundamental analysis across various growth and income strategies. The firm manages approximately $1.1 billion in assets and serves over 1,200 client accounts through a team of about 11 advisors.

Griffin Kirsch is a financial advisor at GK Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Allegis Investment Advisors, Edward Jones, and other firms prior to joining GK Wealth Management in 2018. Outside of advising, Kirsch owns an insurance business that provides life, disability, long-term care, and health insurance to individuals and small businesses, and he is a member of a local business networking group. GK Wealth Management serves individuals, high-net-worth clients, families, small businesses, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a manager-of-managers approach, emphasizing strategic asset allocation, manager selection, and rebalancing, and incorporates alternative and private pooled investments into client portfolios.

Nancy Congdon is a CFP® professional with 35 years of experience in the financial services industry. She has been with Blue Water Wealth since 2012 and previously worked at Cambridge Investment Research. In addition to her advisory role, she serves as an independent insurance agent for various companies. Blue Water Wealth is an 11-advisor team serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm incorporates sustainable and ESG criteria into its investment process and manages roughly $473 million in discretionary assets through its Coordinated Asset Management Program.

Phillip Mitteldorf is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Navellier Securities Corp. since 2000. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up, multi-step quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

Ryan Mack is a CFP® professional with 15 years of industry experience, currently serving at GK Wealth Management LLC. His prior roles include positions at Q3 Advisors, Clark Asset Management, Capstone Capital Wealth Advisors, Farther Finance Advisors, and Fidelity Investments. Outside of financial advisory, he owns and manages a retail ice hockey equipment business in Reno, NV. GK Wealth Management advises individuals, families, small businesses, and retirement plans, providing portfolio management, financial planning, and pension consulting. The firm uses a manager-of-managers approach emphasizing strategic asset allocation, manager selection, and periodic rebalancing, incorporating alternative and private pooled investments into client portfolios.

Martina Schackman is a CFP® and CFA® with 33 years of industry experience. She is currently with Benefit Financial Services Group, where she has worked since 2019. Prior to that, she spent eight years with Prudential Investment Management Services and Prudential Insurance Company of America. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management and institutional pension consulting services, focusing on diversified, outcome-oriented portfolios and acting in ERISA fiduciary roles for retirement plans.

Kelli Howe is a financial advisor with Navellier & Associates Inc in Reno, NV, holding 14 years of industry experience. She has been with Navellier & Associates since 2000. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management, model and signal services, and participation in wrap fee and managed-account programs.

Michael Lentz is a financial advisor at Palisade Investments, LLC with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Palisade Investments in 2025, he worked at Lentz + Lentz, CPAs for 36 years and has operated Michael L Lentz, CPA APC since 2018. Palisade Investments serves individual and institutional clients, including high-net-worth investors and retirement plans, offering retirement-plan consulting, asset management, and financial planning. The firm uses a strategic asset-allocation approach focused on diversified portfolios with mutual funds and ETFs, and provides both discretionary and non-discretionary services tailored to client goals.

Cheryl Czyz is a financial advisor with Navellier & Associates Inc in Reno, NV, holding a Series 63 designation and 11 years of industry experience. She has been with Navellier & Associates since 1994, working as a marketing associate and providing market support to wholesalers and registered representatives. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management along with model and signal services to third-party advisors.

Keith Basso is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with Navellier & Associates since 1992 and with IFS Fund Distributors since 2006. Outside of his advisory role, he manages a horse racing and breeding business through Antietam Bloodstock, LLC. Navellier & Associates serves a diverse range of clients, including individuals, high-net-worth investors, trusts, estates, and institutional entities, offering discretionary and non-discretionary portfolio management across various equity and ETF strategies. The firm employs a bottom-up, quantitative and fundamental screening process and provides model and signal services, wrap fee and managed-account programs, and UIT arrangements.

Louis Navellier is a financial advisor at Navellier & Associates Inc with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Navellier & Associates since 1987. In addition to his advisory role, he writes newsletters under a personal services contract for InvestorPlace Media. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up, multi-step quantitative and fundamental screening process across various equity and ETF strategies, offering both discretionary and non-discretionary portfolio management.

Teddy Bakhos is a financial advisor at GK Wealth Management LLC in Reno, NV, holding a Series 65 credential with six years of industry experience. He previously worked at Libano-Française Finance from 2012 to 2023 and is the director and owner of Bakhos Consulting Services, Inc., where he provides outsourced Chief Investment Officer services. GK Wealth Management advises individuals, high-net-worth clients, families, small businesses, and retirement plans with ongoing portfolio management, financial planning, and pension/401(k) consulting. The firm emphasizes strategic asset allocation, manager selection, and periodic rebalancing, often implementing client strategies through third-party and institutional fund managers.

Albert Burchfield IV is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navellier since 2002. Navellier & Associates serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management focused on equity and ETF strategies. The firm employs a bottom-up quantitative and fundamental screening process and provides model services to third-party advisors, with portfolios monitored regularly and including tactical overlays and defensive cash allocations.

Chad Mortimore is a CFP® professional at Q3 Advisors, LLC with four years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Bank of America, and the Nevada Air National Guard. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined planning fees and does not manage investment portfolios or recommend specific securities.

Arjen Kuyper is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Bhil Distributors, Inc. since 2009 and has been associated with Navellier since 1992. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up quantitative and fundamental screening process across various equity and ETF strategies, offering both discretionary and non-discretionary portfolio management as well as model and signal services to third-party advisors.

Michael Garaventa is a financial advisor at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navellier Securities since 2001. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

Ivan Martchev is a financial advisor at Navellier & Associates Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Navellier & Associates since 2011. Navellier & Associates serves individual and institutional clients, including high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management, model services, and participation in wrap fee and managed-account programs.