Matthew Foertsch is a financial advisor at Athena Wealth Management, LLC in Reno, NV, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BLACKROCK and Cetera Advisors LLC. Outside of his advisory role, he also serves as an insurance agent selling life insurance and annuities, and acts as a trust protector for two irrevocable trusts. Athena Wealth Management serves individuals, trusts, estates, and business entities, offering comprehensive portfolio management and financial planning. The firm manages discretionary portfolios using a range of instruments and employs a combination of fundamental, quantitative, and technical analyses alongside various asset-allocation strategies.

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., holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Navellier & Associates since 2016 and previously held positions at Sears Holdings Corp and Guggenheim Investments. Outside of his advisory role, he works part-time as a sales consultant in home improvement. Navellier & Associates provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios and offers customized allocations through its Private Client Group.

Antonio Arellanes is a financial advisor at GK Wealth Management LLC in Reno, NV, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Ameriprise Financial and Starbucks Corporation. GK Wealth Management advises individuals, high-net-worth clients, families, small businesses, and retirement plans, providing portfolio management, financial planning, and pension consulting. The firm employs a manager-of-managers approach with an emphasis on strategic asset allocation and uses third-party and institutional fund managers to implement client strategies.

Brendon Williams is a financial advisor with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has worked at firms including Credit Suisse Securities and Realty Mogul, where he currently serves as an Acquisitions Consultant assisting with real estate purchases. Navellier & Associates provides discretionary portfolio management and related advisory services to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm employs a quantitative and fundamental investment process to manage diversified equity portfolios and tactical strategies, primarily on a discretionary basis.

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 at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Navellier Securities Corp. since 2000. Navellier & Associates provides discretionary portfolio management and advisory services to a range of clients, including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a quantitative and fundamental investment process, focusing on constructing diversified equity portfolios and tactical strategies, with accounts primarily managed on a discretionary basis.

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 and its related entities, where she has worked since 2007, including prior roles at Prudential Investment Management Services and Liberty Capital Management, Inc. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating multiple asset types and independent managers, and manages over $1.5 billion in discretionary assets along with $18 billion in retirement plan consultations.

Kelli Howe is a financial advisor at Navellier & Associates Inc with 14 years of industry experience. She has been with Navellier & Associates since 2000. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios and also offers tactical ETF, covered-call, and dividend-focused strategies.

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.

Peter Koelewyn is a financial advisor at Navellier & Associates Inc with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Navellier since 2000, contributing over two decades to the firm’s operations. Navellier & Associates provides discretionary portfolio management and advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process to construct equity portfolios across market capitalizations and offers additional strategies such as tactical ETFs, covered-call, and dividend-focused approaches.

Cheryl Czyz is a financial advisor at Navellier & Associates Inc with 12 years of industry experience. She holds a Series 63 designation and has been with Navellier & Associates since 1994 in a marketing associate role supporting wholesalers and registered representatives. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process and manages approximately $1.3 billion in discretionary assets across about 1,301 clients.

Keith Basso is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Navellier & Associates since 1992 and IFS Fund Distributors since 2006. Outside of his advisory role, Basso manages a horse racing and breeding business through Antietam Bloodstock, LLC. Navellier & Associates provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment approach to construct equity portfolios and tactical strategies, managing approximately $1.3 billion in discretionary assets for about 1,301 clients.

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 with Navellier & Associates since 1987. Navellier has written for InvestorPlace Media since 2007 under a personal services contract. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment approach using a multi-step screening system to construct equity portfolios and manages approximately $1.3 billion in discretionary assets as of mid-2026.

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 with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 registrations and having 19 years of industry experience. He has been with Navellier since 2002. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment process with multi-step screening to manage concentrated and diversified equity portfolios, along with tactical ETF, covered-call, and dividend-focused strategies.

Arjen Kuyper 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 involved with Bhil Distributors, Inc. since 2009. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment process to construct equity portfolios and offers a range of strategies including tactical ETFs, covered-call, and dividend-focused approaches.

Michael Garaventa is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Navellier Securities since 2001. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm uses a quantitative and fundamental investment approach, constructing equity portfolios across market capitalizations and offering tactical ETF, covered-call, and dividend-focused strategies.