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.

Jeffery Powell is a financial advisor with Elevage Partners, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Elevage Partners since 2011. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, applying a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Jonathan Donahue is a financial advisor at RB Capital Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has previous experience with Ela Capital Management LLC and Euromotors. In addition to his advisory role, he works as an Assistant Realtor with eXp Realty in Mesquite, NV. RB Capital Management, LLC serves individual and institutional clients, offering fee-based investment management focused on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolio management, integrating financial planning into its advisory services.

Alyssa Dalbey is a CFP® and Series 65-licensed advisor at Schultz Financial Group Incorporated with eight years of industry experience. She has worked at Schultz Financial Group since 2016 and previously held roles at Iridium Technology and the University of Nevada, Reno. Schultz Financial Group Incorporated advises individuals, high-net-worth families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. The firm uses a “Four Capitals” framework and a macroeconomic-driven investment process focused on external manager selection, typically operating on a non-discretionary basis with a fixed annual retainer fee structure.

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.

Heidi Foster is a CFP® professional with 17 years of industry experience, currently serving at American Wealth Management in Reno, NV. She holds the Series 66 designation and has been involved with American Wealth Management since 2010. Foster is active in her community as a board member and chair of both the Reno Philharmonic Endowment Trust and the Food Bank of Northern Nevada. American Wealth Management is a SEC-registered investment adviser managing over $760 million for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily employing ETFs and mutual funds in its portfolio construction.

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.

Russell Schultz is a CFP® with 28 years of experience in the financial advisory industry. He has been with Schultz Financial Group Incorporated since 2009, working within a team of five advisors. The firm advises individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. Schultz Financial Group Incorporated employs a “Four Capitals” framework covering financial, physical, intellectual, and psychological aspects. The firm’s investment approach begins with macroeconomic scenario analysis and focuses on due diligence of external managers across various asset classes, operating primarily on a non-discretionary basis with a fixed annual retainer fee structure.

Casey Mccurdy is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Redhawk Wealth Advisors, Fusion Capital Management, Aspen Creek Capital Management, and Appreciation Financial. In addition to his advisory role, he serves as a Field Vice President at Aspen Creek Capital Management, focusing on long-term planning through life insurance, annuities, and health insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm emphasizes a core investment approach combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation.

Jennifer Specter is a financial advisor at Schultz Financial Group Incorporated in Reno, NV, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schultz Financial Group since 2016. Outside of her advisory role, she serves as Managing Director for Cruz Consulting Group, providing human capital consulting services. Schultz Financial Group advises individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations on wealth management and non-discretionary investment management. The firm employs a “Four Capitals” framework and emphasizes macroeconomic scenario analysis and external manager due diligence, primarily operating on a non-discretionary basis with a fixed annual retainer fee structure.

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.

Vicki Schultz is a CFP® professional with 33 years of experience at Schultz Financial Group Incorporated, where she has worked since 1983. She serves as an investment committee member for the University of Nevada, Reno Foundation, participating in quarterly meetings to review and advise on the foundation’s investment policies. Schultz Financial Group provides wealth management and non-discretionary investment management to individuals, families, trusts, and institutions using a “Four Capitals” framework. The firm emphasizes scenario analysis and manager due diligence, managing assets primarily on a non-discretionary basis with a focus on planning integration and oversight.

Robert Ballan is a financial advisor at RB Capital Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with RB Capital Management since 2000 and has operated as self-employed since 1991. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

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.

Patricia Meidell is a CFP® professional with over 53 years of experience in the financial industry. She is affiliated with American Wealth Management, where she has worked since 2008, and also has a decade of experience at M.S. Howells Securities, Inc. In addition to her advisory roles, she serves on the board of Artown, an organization that promotes local arts in Northern Nevada. American Wealth Management is a SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily utilizing ETFs and mutual funds to construct portfolios and manage risk through tactical strategies.

Linda Becker is a financial advisor at Avisen Advisors, LLC in Reno, NV, with 42 years of industry experience. She has been with Avisen Advisors and Avisen Wealth Management since 2009. Becker holds Series 63 and Series 65 designations. Avisen Advisors provides financial planning and portfolio management services to individuals, business entities, trusts, pension and profit-sharing plans, and foundations. The firm uses a combination of direct portfolio management and third-party platforms, offering a range of strategies and investment approaches tailored to client needs.

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.