Natasha Marakowski is a financial advisor with KCD Financial, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining her current firm, she served in the US Air Force from 2015 to 2017. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and third-party management programs.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has led since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and consulting services, combining an IAR network with outsourced asset management and advisory solutions.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

Scott Slade is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining LaSalle St. Investment Advisors in 2024, he spent nearly a decade at SCF Investment Advisors and SCF Securities. He also owns Slade Financial Advisory PLLC, where he researches insurance solutions and provides independent advisory services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, estates, and small businesses. The firm provides both non-discretionary and discretionary management programs and emphasizes a predominance of non-discretionary assets managed through diversified portfolios.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Jeremy Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2011 and also maintains a long-term association with The Robert Harding Financial Group. Outside of his advisory role, he is a pilot and flight instructor and is involved as a senior developer and partner at Mobllis Studio LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm utilizes a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority and customizable portfolios.

Michael Simon is a financial advisor with UMB Financial Services, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Ameriprise, Comerica Bank, and Wells Fargo, among others. Outside of finance, he owns Princess Jewels, a retail business he has operated since 2002, and assists with financial matters for Interiors to Live By, a business owned by his wife. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm uses a structured onboarding process to place clients into model-based strategies within its wrap-fee Managed Account Solutions program, operating with both discretionary and non-discretionary account options.

Lesley Bachman is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Charles Schwab & Co., Inc., Nationwide Investment Services Corporation, and the City of Peoria. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, combining third-party tools and proprietary models with oversight from governance committees and a dedicated supervision team.

Daniel White is a CFP® professional with 19 years of experience in the financial services industry. He is currently an advisor at Facet, having joined in 2026, following roles at Charles Schwab and USAA Financial Planning Services. His background includes extensive experience in private client investment advisory and financial planning. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach focused on ETFs and offers a flat subscription fee structure instead of traditional asset-based fees.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth Advisors. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports various third-party platforms and wrap programs.

Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Mary Harris is a financial advisor with The AmeriFlex Group based in Phoenix, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Harris Mathias Wealth Management and Cambridge Investment Research, Inc. She is also commissioned as a notary public. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered via model asset allocations, discretionary or non-discretionary manager relationships, and multiple custodians.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Erin Goergen is a CFP® professional with 19 years of industry experience, currently serving with Dynamic since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an Independent Agent with Paid Direct for insurance and annuity products. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and practice-support solutions, emphasizing both client-specific investment strategies and support for other advisers through technology and outsourcing arrangements.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.