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 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.

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.

Jared Breedwell is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and is based in Reno, NV. His prior work includes roles outside the financial industry, including at Grand Sierra Resort. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage investments.

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.

Kenneth Peterson is a CFP® professional with 39 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Fortitude Advisory Group, LLC dba Sound Wealth Partners, Alpha Cubed Investments, LLC, and Fidelity. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm manages portfolios using a blend of active and passive strategies with an emphasis on diversification and client objectives, and is noted for its scale, breadth of institutional work, and use of various analytical approaches and operational features.

Constance Chan is a financial advisor at TCI Wealth Advisors, Inc. in Reno, NV, holding a Series 65 credential with three years of industry experience. Prior to her advisory role, she worked as a server at China Jade Horse Restaurant for over ten years. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and operates as a fee-only adviser with a multi-advisor team managing several billion dollars in client assets.

Stephen Sear is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sear joined Choreo in 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Hemant Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Euro Pacific Capital, Inc. and Digital Offering LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of around 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies with co- and sub-advisory relationships and offers portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Patricia Erwin is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been associated with both Tiger Wealth Management LLC and World Equity Group since 2006. Her background also includes work with various insurance carriers, focusing on life and long-term care insurance sales. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

William De Mar is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at Enso Wealth Management and Edward Jones. Outside of his advisory work, he manages a private residence rental business in Truckee, CA. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.

Benjamin Persyn is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2024 and Appreciation Financial since 2022. Prior to his advisory roles, he spent 15 years at Costco Wholesale. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.