Howard Cunningham is a financial advisor at Cunningham Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Cunningham Investment Management since 2009 and Cunningham Asset Management since 2002. Cunningham is also majority owner of Algorithmic Solutions, Inc., which develops proprietary software used to support his firm’s advisory services and programs. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven dynamic asset allocation process through its InvestFlex™ suite and offers separately managed accounts, unified managed accounts, and private-labeled research for other advisers.

Scott Wait is a financial advisor with RSW Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is also a CPA and a shareholder in RS Wait, CHTD, an accounting firm where he provides accounting services. Additionally, he serves as treasurer for a nonprofit organization. RSW Wealth Management is a small, owner-operated firm serving individuals, trusts, charitable organizations, and businesses with investment management, financial planning, and retirement plan services. The firm’s approach is based on Modern Portfolio Theory and a buy-and-hold, evidence-based strategy emphasizing broadly diversified mutual funds and ETFs, with discretionary account management and integration with an affiliated accounting practice.

Brent Burr is a financial advisor with Burr Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior experience includes roles at Independent Financial Group, Woodbury Financial Services, Inc., and Avantax Advisory Services. Outside of advising, he owns Burr Tax and Financial Services, which provides tax preparation and related accounting services. Burr Financial Services offers investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and an asset-allocation framework to create customized portfolios, delivering services such as discretionary asset management, retirement and estate planning, tax integration, and insurance planning.

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.

Jon Sanchez is the CEO of Sanchez Gaunt Capital Management, LLC and holds Series 63 and Series 65 licenses with 32 years of industry experience. Prior to founding his current firm in 2025, he spent 12 years at Independent Financial Group LLC. He is also the host of The Jon Sanchez Show, a radio program he has produced since 2000. Outside of financial advising, Sanchez is involved in several business ventures including ownership of ranching operations and yacht management, and he holds a USCG captain’s license for fishing charters. Sanchez Gaunt Capital Management advises individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management and access to third-party money managers and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and offers educational seminars and firm-published newsletters to clients.

Amy Nelson is a financial advisor at Vantage Wealth Planning with one year of industry experience. She holds the Series 65 designation and previously worked at the University of Nevada, Reno for eight years. Vantage Wealth Planning serves individuals, business entities, charitable institutions, foundations, trusts, and estates, offering fee-only portfolio management and standalone financial planning. The firm focuses on diversified asset allocation, ongoing monitoring, and provides optional account aggregation and comprehensive reporting services.

Ryan Adams is a financial advisor at Cunningham Investment Management, LLC with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Intelligent Financial, Inc. and Algorithmic Solutions, Inc. Outside of his advisory role, Adams serves as president of Adams Advisory Services, a business consulting firm. Cunningham Investment Management provides discretionary and non-discretionary portfolio management to individuals, family offices, corporations, trusts, estates, financial advisors, and institutions. The firm employs a systematic, quantitatively driven approach to dynamic asset allocation through its InvestFlex™ suite, offering model research and managed strategy implementation to other advisers and platforms.

Julianna Bray is a CFP® with 12 years of industry experience, currently serving as an advisor at GW Financial in Reno, NV. She has been with the firm, formerly known as Glenn Woody Financial Consultants, Inc., since 2010. GW Financial, Inc. is a registered investment adviser that provides personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Matthew Foertsch is a financial advisor with Athena Wealth Management, LLC in Reno, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at BlackRock and Cetera Advisors LLC. Outside of advising, he is an insurance agent selling life insurance and annuities and serves as a trust protector for two irrevocable trusts. Athena Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm offers tailored portfolio management with a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, along with the use of Orion strategist models and, when appropriate, margin and derivatives.

Benson Mathews is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Vantage Wealth Planning since 2017 and previously held roles at TIAA-CREF from 2014 to 2017. Vantage Wealth Planning serves individual clients, including high-net-worth households, as well as business entities and charitable organizations, managing approximately $265 million across nearly 400 client relationships. The firm offers fee-only portfolio management and financial planning tailored to client objectives, with a formal AI governance framework and detailed cash management policies.

Creg Shaffer is a financial advisor at Momentum Capital Management with 15 years of industry experience. He holds a Series 65 designation and has held roles at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advisory work, he is president and CEO of Foresee Analytics, Inc., a management consulting and computer systems implementation firm. Momentum Capital Management is a fee-only registered investment adviser serving individuals, trusts, and business clients with wealth management and project-based financial planning. The firm employs a combination of modern portfolio theory and various analytical approaches, offering discretionary portfolio management as well as private and non-traded investment recommendations when appropriate.

John Leverett is a financial advisor at Cunningham Investment Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Pinnacle Accounting and Finance since 2008, where he also serves as a consultant providing accounting and finance consulting services. Cunningham Investment Management offers discretionary and non-discretionary portfolio management through separately managed and unified managed accounts for individuals, family offices, financial advisors, and institutions. The firm employs a systematic, quantitatively driven investment approach using proprietary models to allocate across multiple asset classes.

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.

Martin Herman is a financial advisor with Avisen Advisors, LLC, holding a Series 63 designation and over 57 years of industry experience. He has been with Avisen Advisors and its affiliated entity Avisen Wealth Management since 2009. Avisen Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, and foundations. The firm combines direct portfolio management with a broad use of third-party platforms and sub-advisers, offering a range of model-driven strategies and investment implementation techniques.

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.

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.

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, 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.