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.

Andrew Bessette is a Series 65 licensed advisor with Stratos Wealth Advisors LLC in Reno, NV, bringing four years of industry experience. His prior roles include positions at RBC Capital Markets, RBC Wealth Management, and Real Vision. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.

David Nelson is a CFA® charterholder with 15 years of industry experience. He has worked at Belpointe Asset Management LLC since 2011 and was previously with Tuttle Tactical Management, LLC. Nelson is a frequent commentator on national financial media outlets including Bloomberg TV, CNBC, and Fox Business. He also serves on the advisory board of FreeOurInternet.org, a nonprofit organization, and creates content for the Money Runner Market Minute YouTube channel. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios with a range of strategies, combining internal management and third-party managers, and supports proprietary funds and affiliated service entities alongside its advisory practice.

Carla Bessette is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for RBC Capital Markets for 16 years before joining Stratos in 2024. She is a partner in an LLC that owns an RV. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.

Doyle Brown is a financial advisor at The AmeriFlex Group with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of advising, he is involved in technology services through an agent role with ACN. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Kyle Stodtmeister is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 65 designation and has previously worked at Wealth Architects and Stodtmeister Iron. Outside of finance, he is an officer in the Utah Army National Guard and co-owns a photography business with his wife. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account platforms and third-party managers.