Gary Burnell is a financial advisor at Blueprint Investments and Tax Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blueprint Investments, he worked at Tahoe Investments and Tax Planning, LLC and has experience in education with Crandall Independent School District as well as in real estate through Burnell Homes, LLC. Blueprint Investments and Tax Planning serves individuals, small businesses, trusts, and charities, providing discretionary model portfolio management, comprehensive and hourly financial planning, and advisory referral services. The firm manages approximately $28.2 million in discretionary assets for around 193 clients, focusing on goal-driven model portfolios tailored to clients’ risk tolerances and tax considerations.

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 at Athena Wealth Management, LLC in Reno, NV, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including BLACKROCK and Cetera Advisors LLC. Outside of his advisory role, he also serves as an insurance agent selling life insurance and annuities, and acts as a trust protector for two irrevocable trusts. Athena Wealth Management serves individuals, trusts, estates, and business entities, offering comprehensive portfolio management and financial planning. The firm manages discretionary portfolios using a range of instruments and employs a combination of fundamental, quantitative, and technical analyses alongside various asset-allocation strategies.

Benson Mathews is a CFP® professional with 18 years of industry experience, currently serving at Vantage Wealth Planning since 2017. His prior roles include positions at TIAA-CREF, Charles Schwab, Cornerstone Advisors Inc, Northwestern Mutual Investment Management, First Allied Securities, and Waddell & Reed. Vantage Wealth Planning manages approximately $265 million across about 398 client relationships, serving individual clients including high-net-worth households, as well as business entities, charitable institutions, foundations, trusts, and estates. The firm offers fee-only portfolio management and financial planning, with investment recommendations tailored to client objectives and a distinctive formal AI governance framework.

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.

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has maintained since 2013. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm employs a long-term, asset-allocation investment approach focused on diversification and periodic rebalancing, integrating values-based planning and behavioral finance concepts into its advice.

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.

Ryan Ritchie is a financial advisor at 7Two with a Series 65 credential and seven years of industry experience. He serves as Managing Director of Talos Investment Partners, LLC, a family office investment advisory business, and MoyBridge, LLC, a private investment partnership. Prior to joining 7Two, he worked at Hallador, Inc. for eight years. 7Two provides financial planning, discretionary portfolio management, investment consulting, and related advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, family offices, and other institutional investors. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing a range of investment vehicles including low-cost mutual funds, ETFs, alternative investments, and private funds.

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.

Stephen Murphy is a financial advisor with Triumph Capital Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Campbell & Company LP. He is also an insurance agent with Triumph Capital, LLC, where he provides fixed insurance products as part of clients’ financial planning. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing various investment strategies and model portfolios tailored to client objectives.

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 14 years of industry experience and holds a Series 65 designation. His prior roles include positions at Ela Capital Management LLC and Euromotors. In addition to his advisory work, he serves as a consultant for hedge funds and is an assistant realtor with eXp Realty. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternatives with an emphasis on asset allocation, diversification, and personalized portfolio management.

Antonio Arellanes is a financial advisor at GK Wealth Management LLC in Reno, NV, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Ameriprise Financial and Starbucks Corporation. GK Wealth Management advises individuals, high-net-worth clients, families, small businesses, and retirement plans, providing portfolio management, financial planning, and pension consulting. The firm employs a manager-of-managers approach with an emphasis on strategic asset allocation and uses third-party and institutional fund managers to implement client strategies.

Nancy Tengler is a financial advisor at Laffer Tengler Investments, Inc. with 10 years of industry experience. She holds a Series 65 designation and has worked at Laffer Tengler since 2020. Her prior experience includes roles at ButcherJoseph Asset Management and Arizona Bank & Trust. Laffer Tengler Investments serves individual and high-net-worth clients, as well as institutional and intermediary clients, providing discretionary portfolio management, model portfolio delivery, and acting as a manager in wrap fee programs. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to implement proprietary investment strategies across multiple asset types.

Alyssa Dalbey is a CFP® professional at Schultz Financial Group Incorporated with eight years of industry experience. She has been with Schultz Financial Group since 2016 and previously worked at Iridium Technology and the University of Nevada, Reno. Schultz Financial Group serves individuals and families, including high-net-worth clients, as well as trusts, estates, small businesses, and charitable organizations, providing wealth management and non-discretionary investment services. The firm uses a “Four Capitals” framework and focuses on customized portfolios with manager and fund selection rather than individual securities trading.

William Litton II is a CFP® with 39 years of industry experience and is currently with Castle Coast Wealth, LLC, where he has worked since 2020. He previously operated under Litton Financial and was also affiliated with LPL Financial from 1993 to 2018. Outside of financial advising, he is the owner of Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, serving individuals, high-net-worth clients, trusts, and retirement plan sponsors. The firm employs both quantitative and qualitative investment analysis, offers discretionary portfolio management, and provides ERISA 3(21) and 3(38) advisory services.

Brendon Williams is a financial advisor with Navellier & Associates Inc, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His work history includes roles at Credit Suisse Securities, Realty Mogul, North Capital Private Securities, and RM Securities. He also serves as a consultant for RealtyMogul Commercial Capital Co., performing acquisitions consulting related to real estate. Navellier & Associates provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm employs a quantitative and fundamental investment approach to construct diversified equity portfolios and offers customized allocations through its Private Client Group.

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.