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.

Dongjoon Lee is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at American Wealth Management since 2018. Prior to this, he worked at Schultz Financial Group Inc. and has been an adjunct professor at the University of Nevada, Reno since 2017. He also serves as investment committee chair for the Nevada Area Council Inc. Boy Scouts of America. American Wealth Management manages approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trends, primarily using ETFs and mutual funds to construct portfolios with tactical strategies aimed at managing equity exposure.

Lori Powell is a financial advisor at Elevage Partners, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Nationwide Investment Services Corporation for 11 years before joining Elevage Partners in 2021. 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, employing a customized investment approach that combines economic and fundamental analysis with both long-term holdings and opportunistic short-term trades.

Laif Meidell is a financial advisor at American Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Wealth Management since 2008. Meidell serves as president of the Model Strategist Program and is involved with the Nevada Area Council Boy Scouts of America as council president. He is also a board member of the Renown Health Foundation, assisting with financial education initiatives. American Wealth Management is an SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on price momentum and trends, employing ETFs and mutual funds to build portfolios with tactical strategies designed to reduce equity exposure during severe market declines.

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.

Boyong Park is a CFP® and CFA® charterholder with ten years of experience in the financial industry. He is currently a wealth advisor at American Wealth Management and a part-time instructor at the University of Nevada, where he teaches corporate finance. Park also serves on the board of trustees for the Reno Philharmonic Orchestra and is vice president of the Korean American Association of Reno. American Wealth Management is a SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including 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 build portfolios.

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 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.

Curtis Campbell is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 66 designation and bringing 28 years of industry experience. He has held roles at Wealth Architects LLC, Risk & Benefit Solutions, Inc., Investment Architects, Inc., and Resource Investment Architects, Inc. In addition to advisory work, he conducts a consulting business focused on preparing families for inheritances through Wealth Architects, LLC and affiliated entities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a mix of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports customized investment strategies with an internal portfolio team and offers integrated services through a network of affiliated advisors and broker-dealer resources.

Zachary Boyd is a financial advisor with Forum Financial Management, LP, holding the PFS™ designation and beginning his advisory career in 2025. He has prior experience at WCG Wealth Advisors, LLC and a background as a CPA, operating his own firm, Boyd CPA LLC, since 2021. Outside of advisory services, he continues to manage his CPA practice focused on tax and business advisory services. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs a model asset-allocation approach based on Modern Portfolio Theory, utilizing institutional mutual funds, ETFs, and outside managers, and it offers sub-advisory and back-office support to independent advisors and RIAs.

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.

Trinidad Guillen IV is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. His prior roles include positions at Cornerstone Retirement Group, Inc., Cornerstone, and Jones & Company. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm employs a combination of active and passive portfolio strategies tailored to client objectives and is notable for its institutional work and use of multiple analytical approaches.

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.

Daniel Roberts is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and previously spent 16 years at RBC Capital Markets Corporation. Roberts serves on the board of directors and as treasurer for the Boys & Girls Club in Reno, NV. Stratos Wealth Advisors serves high-net-worth individuals and institutional clients through a network of 71 advisors across multiple teams, offering customized financial planning, portfolio management, and access to third-party managers and sub-advisers.

Gregory Skidmore is a financial advisor with Belpointe Asset Management LLC in Reno, NV, holding Series 63 and Series 65 designations and with 20 years of industry experience. He has worked at Belpointe since 2007, with a brief period at Fortis Capital Advisors from 2020 to 2023. Outside of his advisory role, he coaches a children's ski team in Incline Village, NV. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a range of portfolio strategies tailored to client objectives and supports a variety of affiliated businesses and proprietary fund sponsorships alongside its advisory services.

Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at FourStar since 2020. Prior to that, he was with Iwc Asset Management and WESPAC Advisors. 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 individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client portfolios primarily on a discretionary basis using a range of investment vehicles tailored to clients’ risk tolerance and time horizons.