Brendon Williams is a financial advisor with Navellier & Associates Inc, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has worked with firms including Credit Suisse Securities and RealtyMogul, where he currently serves as an acquisitions consultant. Williams is also involved in consulting and technology support roles at RealtyMogul. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, and other entities. The firm employs a quantitative and fundamental investment process to construct diversified equity portfolios and tactical strategies, managing approximately $1.3 billion in assets for over 1,300 clients through a team of 12 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 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, 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 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.

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.

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 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.

Ivan Martchev is a financial advisor at Navellier & Associates Inc in Reno, NV, holding a Series 65 designation with 12 years of industry experience. He has been with Navellier & Associates since 2011. 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 to construct diversified equity portfolios and offers a range of strategies including tactical ETFs, covered-call, and dividend-focused investments.

James Hodge is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and one year of industry experience. He is the owner of The Eyrie Group, Inc., a life insurance brokerage, and engages in business consulting, legal practice in California, and marketing of non-investment related goods and services. Hodge holds an MBA from Stanford Graduate School of Business and is licensed to practice law in California. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with tailored investment strategies across passive, active, tactical, and blended approaches.

James Van Meter is an investment advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Center Street Advisors, Inc., Cabin Securities, Inc., and has been president and owner of Tahoe Financial Planning LLC since 2006. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across multiple asset classes and offers portfolio management through in-house and third-party managers, supported by platforms that include UMA/SMA programs and held-away account aggregation.

Andrea Nolan is a financial advisor at Savvy with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Farther Finance Advisors, FourStar Wealth Advisors, Fieldstone Financial, and Concert Wealth Management. Nolan is based in Reno, NV. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused model construction, supported by a parent technology platform and third-party tools.

Ryan Edde is a financial advisor with Concorde Asset Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to joining Concorde, he spent 15 years at Wells Fargo Securities, LLC and an additional 26 years at Wells Fargo Bank. He is the sole owner of Consulting NV, LLC, providing ad-hoc consulting on rent strategy and property maintenance. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored financial planning and portfolio management, utilizing model-based strategies and third-party platforms. The firm also offers ERISA retirement-plan advisory services and manages variable annuity separate accounts.