Scott Pilvinis is a CFP® professional with eight years of experience in financial advising. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2022. Prior to this, he held roles at PSP Financial Services LLC and PSP & Associates, Inc. Outside of advising, he is also active as an insurance agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both proprietary and third-party model portfolios, offers access to private placements, and employs a variety of investment analysis techniques while delegating day-to-day trading to sub-advisers when appropriate.

Lenny Letcher is a financial advisor with Packerland Brokerage Services, Inc. in Surprise, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Linda Field and Associates, alongside ownership of multiple tax preparation and accounting businesses. Outside of financial advising, he serves as president of a nonprofit organization and is a member of the board of a child development center. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and third-party relationships, managing over $900 million in client assets.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. PFG Advisors provides 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

John Boothby is a financial advisor with PFG Advisors and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Morgan Stanley and two years at Merrill. He currently works in the Phoenix, AZ area. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers and turnkey platforms, utilizing model portfolios and index-based ETFs alongside fundamental and technical analysis.

Joe Myers is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Independent Financial Group before joining IPI in 2020. Myers is the sole owner of Myers Investment Group, which has offered securities and insurance products since 1994. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Ashley Seeger is a financial advisor at PFG Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach features model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple marketplace platforms.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing for eight years. She serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth clients, as well as institutional investors such as corporations and charitable organizations, offering tailored investment management through discretionary and non-discretionary programs. The firm employs a variety of investment strategies and provides ongoing portfolio monitoring and review.

Erik Walker is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists, Verus Capital Partners, Securities America Inc, and SII Investments, Inc. Outside of advisory work, he conducts financial education workshops as a speaker and is involved in group benefits through Affordacare. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers a range of analytical approaches and discretionary portfolio management, with an emphasis on non-high-net-worth investors and retirement plan participants.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.

Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace platforms.

Bryan Heath is a financial advisor with Gradient Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Pacific Capital Resource Group, Royal Alliance, and Hornor, Townsend & Kent, among others. Outside of his advisory role, Heath has maintained a long-standing career in freelance TV sports production, specializing in computer graphics and on-air animation since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing various analysis methods to support client portfolios.

Courtney Lewis Williams is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade, and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a Notary Signing Agent and works part-time with the United States Postal Service. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Zachary Miller is a Series 65 licensed advisor at AWM Capital, LLC with six years of industry experience. He has worked at AWM Capital since 2020 and serves as Treasurer for the NFLPA Phoenix Former Players Chapter. Additionally, he manages ZJM, LLC, a holding company for passive investments in private companies. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, incorporating mutual funds, ETFs, individual securities, third-party separate account managers, and private placements as appropriate.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.

Adam Mosbach is a CFP® professional with 32 years of industry experience, currently serving as an advisor at PFG Advisors. His prior roles include positions at Securities America, Inc., Lincoln Financial Advisors Corp, and several wealth and insurance firms. Outside of his advisory work, he is the CEO and founder of A.M. Guidance & Financial Services Consulting, LLC, which provides recruiting, coaching, and training services to financial 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 a distributed network of approximately 104 advisors across multiple offices.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.