Keith Basso is a financial advisor with Navellier & Associates Inc, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with Navellier & Associates since 1992 and with IFS Fund Distributors since 2006. Outside of his advisory role, he manages a horse racing and breeding business through Antietam Bloodstock, LLC. Navellier & Associates serves a diverse range of clients, including individuals, high-net-worth investors, trusts, estates, and institutional entities, offering discretionary and non-discretionary portfolio management across various equity and ETF strategies. The firm employs a bottom-up, quantitative and fundamental screening process and provides model and signal services, wrap fee and managed-account programs, and UIT arrangements.

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 associated with Navellier & Associates since 1987. In addition to his advisory role, he writes newsletters under a personal services contract for InvestorPlace Media. 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, offering both discretionary and non-discretionary portfolio management.

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 at Navellier & Associates Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navellier since 2002. Navellier & Associates serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management focused on equity and ETF strategies. The firm employs a bottom-up quantitative and fundamental screening process and provides model services to third-party advisors, with portfolios monitored regularly and including tactical overlays and defensive cash allocations.

Chad Mortimore is a CFP® professional at Q3 Advisors, LLC with four years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Bank of America, and the Nevada Air National Guard. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined planning fees and does not manage investment portfolios or recommend specific securities.

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 with Navellier & Associates Inc, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Bhil Distributors, Inc. since 2009 and has been associated with Navellier since 1992. 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 quantitative and fundamental screening process across various equity and ETF strategies, offering both discretionary and non-discretionary portfolio management as well as model and signal services to third-party advisors.

Michael Garaventa 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 with Navellier Securities since 2001. 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 quantitative and fundamental screening process across various equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

Ivan Martchev is a financial advisor at Navellier & Associates Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Navellier & Associates since 2011. Navellier & Associates serves individual and institutional clients, including high-net-worth investors, trusts, estates, charitable organizations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental screening process across various equity and ETF strategies and offers discretionary and non-discretionary portfolio management, model services, and participation in wrap fee and managed-account programs.

James Hodge is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and one year of industry experience. He is the owner of The Eyrie Group, Inc., a life insurance brokerage, and engages in business consulting, legal practice in California, and marketing of non-investment related goods and services. Hodge holds an MBA from Stanford Graduate School of Business and is licensed to practice law in California. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with tailored investment strategies across passive, active, tactical, and blended approaches.

James Van Meter is an investment advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Center Street Advisors, Inc., Cabin Securities, Inc., and has been president and owner of Tahoe Financial Planning LLC since 2006. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs asset allocation strategies across multiple asset classes and offers portfolio management through in-house and third-party managers, supported by platforms that include UMA/SMA programs and held-away account aggregation.

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. He previously worked at Cornerstone Retirement Group, Inc. and Cornerstone Retirement Services, Inc. Guillen is also an officer of Stillwater Wealth Management, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients with a combination of asset management, financial consulting, and advisory services. The firm employs both passive and active investment strategies tailored to client objectives.

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® with 25 years of experience in financial services. He currently works at Stratos Wealth Advisors LLC and previously spent 16 years with 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 a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab.

Jared Breedwell is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Reno, NV. He has one year of industry experience, beginning his advisory career in 2024. Prior to joining Foundations Investment Advisors, he held positions at Grand Sierra Resort and had periods of unemployment. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and a broad range of investment products.