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 an advisor at Brookwood Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and is the owner of The Eyrie Group, Inc., a life insurance brokerage. He is also licensed to practice law in California and has an MBA from Stanford Graduate School of Business. Outside of investment advising, Hodge is involved in business consulting, legal practice, and marketing non-investment related goods and services. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a mix of passive, active, tactical, and blended strategies, and supports a network of affiliated businesses and partnerships to enhance client offerings.

James Van Meter is a financial advisor with Realta Investment Advisors, Inc. in Reno, NV, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Center Street Advisors, Inc. and Cabin Securities, Inc. He is the president and owner of Tahoe Financial Planning, LLC, providing financial planning and insurance services. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a broad range of investment strategies across multiple asset classes while leveraging third-party manager programs and aggregation platforms.

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.

Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Iwc Asset Management, WESPAC Advisors, and A. G. Edwards & Sons. Roberts is a part owner of America Matters Media and hosts the radio show "Ken's Bulls & Bears Report." He is also the author of "The Tactical Option Investor" and owns Fat Tail Trading & Research. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor portfolios across various asset classes and provides financial planning, investment management, and retirement plan consulting.

Kenneth Peterson is a CFP® professional with 39 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Fortitude Advisory Group, LLC dba Sound Wealth Partners, Alpha Cubed Investments, LLC, and Fidelity. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm manages portfolios using a blend of active and passive strategies with an emphasis on diversification and client objectives, and is noted for its scale, breadth of institutional work, and use of various analytical approaches and operational features.

Hemant Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Euro Pacific Capital, Inc. and Digital Offering LLC. He is based in Reno, NV. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages pooled-vehicle accounts alongside active broker-dealer operations.

Patricia Erwin is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been associated with both Tiger Wealth Management LLC and World Equity Group since 2006. Her background also includes work with various insurance carriers, focusing on life and long-term care insurance sales. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.

Benjamin Persyn is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2024 and Appreciation Financial since 2022. Prior to his advisory roles, he spent 15 years at Costco Wholesale. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Charles Pinson Rose is a CFA® charterholder with 10 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2015. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Kenneth Devore is a financial advisor with The AmeriFlex Group in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and OSAIC. He is also active as an independent insurance agent with various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to each client’s profile.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Dhruv Gupta is a financial advisor with IP Financial Advisory Services LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Emerson Equity LLC and Creative Financial Designs, Inc. Outside of advisory work, he is a part owner of Sainergy Inc., where he provides compliance consulting, and he also works as a licensed real estate salesperson in Nevada. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Ashley Curiel is a CFP® professional with 19 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2017 and also maintains an affiliation with LPL Financial, LLC. Curiel is involved as an owner in a non-investment-related business entity, Sparks Curiel LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Stephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC in Sparks, Nevada. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including roles at LPL Financial, Wells Fargo Clearing, and Merrill. Paluck also manages the Paluck Family Trust as a trustee. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Jesse Abshire is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at RFP Midtown LLC and involvement in entrepreneurial activities such as Rising For People Coffee Company and Abshire Family LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a non-discretionary model with third-party money managers and investment advisor representatives, overseeing approximately $1.39 billion in total platform assets.

Karl Feigley is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC for 11 years. Outside of his advisory role, Feigley serves as treasurer of the Somersett Rod and Gun Club, a 501(c)(7) social club focused on fishing and shooting sports education and community activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing asset allocation and various securities, supported by a large platform of over 200 advisers managing more than $10 billion in discretionary assets.