Brian Smalley is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial Services. Outside of his advisory role, he owns BC Enterprises LLC, a finish carpentry business. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm provides comprehensive portfolio management and financial planning services using a mix of asset-allocation and security-selection techniques, with portfolios constructed from stocks, bonds, mutual funds, ETFs, options, structured products, and cryptocurrency products where appropriate.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.

Austin Castillo is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2017 to 2025 and has experience with Fraternity Management Group and the University of Arizona. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management-focused approach with diversified, multi-asset, and tactical/strategic solutions.

Julianne Call is a financial advisor at TCP Asset Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TCP Asset Management and United Planners in various capacities since 2015, including a brief retirement period. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management, employing both fundamental and technical analysis with a long-term trading approach.

Jonathon Staats is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and previously held roles at Crown Capital Securities and WFG Advisors. Staats is also involved in managing fixed insurance and fixed annuity business through Bell & Associates/ASH. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, emphasizing multi-year time horizons and quarterly portfolio reviews.

Eric Bird is a CFP® professional at Triton Wealth Management, PLLC in Sun City, AZ, with seven years of industry experience. He has worked at Triton Wealth Management since 2019 and previously was employed at MCB Financial and the University of Oklahoma. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm combines asset-allocation and security-selection techniques to construct and monitor diversified portfolios using a variety of investment vehicles, offering comprehensive portfolio management and financial planning on a discretionary basis.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Shane Price is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. He has previously worked with The Cunningham Group, Xybix Systems, HiOssen, QuickInsured, and LinCare. Outside of his advisory role, he is involved in furniture sales and marketing with Xybix. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios that include equities, fixed income, and option overlays. The firm serves a diverse client base including individual, charitable, and corporate clients.

Ruben Angulo is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. He holds a Series 65 registration and has worked at Trajan Wealth since 2018, following roles at Secure Investment Management and JD Mellberg Financial. Outside of his advisory work, Angulo is a licensed insurance agent involved in annuity and insurance sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, tailoring its investment process to client objectives through fundamental, technical, and cyclical analysis.

Nikki Polistina is a CFP® with 20 years of industry experience, currently serving at Transce3nd LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stableford Capital LLC, and Charles Schwab. She is involved as Director of Client Relations at Stableford Capital and holds a registered representative position at Realta Equities, Inc. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process supported by various analytical methods and commonly utilizes third-party models and money managers through AE Wealth Management’s platform.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Clear Stream Advisors since 2005. He has experience with NextGen ETFs LLC and is involved in unwinding Clear Stream Advisors' S Corporation, with potential future consulting activities. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing diversified portfolios primarily on a discretionary basis tailored to clients’ risk tolerance and time horizon.

Michael Puck is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at ZEGA Investments, ZEGA Financial, LLC, and The Burney Company. Outside of finance, he holds an accounting role at Clear Glow Skin Care, a skin care company. Virtue Capital Management is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses a combination of active tactical, strategic, and dynamic strategies along with quantitative optimization and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at World Equity Group and Axa Advisors, LLC. Outside of his advisory role, he serves as president and treasurer of the Meadow Ranch Homeowners Association in Littleton, Colorado, and owns Walker Wealth Protection, an insurance sales business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, including the use of AI tools, alternative investment strategies, and tax-efficient solutions like direct indexing with tax-loss harvesting.

Brandon Stoker is a CFP® with 17 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Charles Schwab & Co., Inc for 17 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies overseen by an Investment Oversight Committee.

Ethan Cooper is a financial advisor at Mission Wealth Management, LP in Scottsdale, AZ. He holds the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. Prior to joining Mission Wealth Management in 2022, he worked at WealthPlan Advisors from 2015 to 2022. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset types and offers fiduciary and consulting services, including insurance product placement through its Risk Management Department.

Justin Junker is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. In addition to his advisory work, he is involved in insurance sales as a licensed insurance agent. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific circumstances.