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 previously worked at The Institute for Wealth Management and Concert Wealth Management, among others. Outside of advising, he serves as president and CEO of Foresee Analytics, Inc., a consulting firm specializing in business intelligence systems, and was involved in sustainable alternative feed manufacturing through Sustainable Alternative Feed Enterprises, Inc. Momentum Capital Management is a fee-only registered investment adviser providing wealth management and project-based financial planning for individuals, trusts, and business clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and portfolio theory analyses to construct asset-allocation portfolios that utilize both passive and active strategies.

John Leverett is a financial advisor at Cunningham Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked as a consultant in accounting and finance at Pinnacle Accounting and Finance since 2018. 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 using its proprietary Risk-Adjusted Performance Ratio to manage diversified portfolios and also offers model research and managed strategy implementation to other investment advisers.

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 in Reno, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Navellier & Associates since 2016 and has worked at Sears Holdings Corp since 2013. Outside of his advisory role, he works part-time as a sales consultant in home improvement. Navellier & Associates manages discretionary equity and ETF portfolios for individual, high-net-worth, and institutional clients through a quantitative screening process combined with fundamental analysis. The firm oversees approximately $1.1 billion in assets and serves over 1,200 client accounts with a team of around 11 advisors.

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 with RB Capital Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with RB Capital Management since 2018 and also operates as a sole proprietor consultant for hedge funds. Additionally, he works as an Assistant Realtor with eXp Realty in Mesquite, NV. RB Capital Management serves a diverse client base including individuals, institutions, trusts, and retirement plans, offering fee-based investment management focused on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolios, employing equities, fixed income, alternative investments, and hedging techniques such as covered-call writing.

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 at Navellier & Associates Inc with 30 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with firms including RM Securities, Realty Mogul, and North Capital Private Securities. He also serves as an acquisitions consultant and provides technology and administrative support for RealtyMogul companies. Navellier & Associates manages discretionary equity and ETF portfolios for individual, high-net-worth, and institutional clients, using a quantitative screening process combined with fundamental analysis across various growth and income strategies. The firm manages approximately $1.1 billion in assets and serves over 1,200 client accounts through a team of about 11 advisors.

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.

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 with Navellier & Associates Inc in Reno, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Navellier Securities Corp. since 2000. Navellier & Associates serves a diverse client base including individual and high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a bottom-up, multi-step quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.