Jonathon Staats is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His career includes roles at Crown Capital Securities, Lp and WFG Advisors, LP. Staats is involved in 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 blend of strategic asset allocation and tactical equity strategies with an emphasis on multi-year time horizons and quarterly portfolio reviews.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Tandem Wealth Advisors since 2011, as well as MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term growth and downside protection.

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.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Michael Puck is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. His prior roles include positions at ZEGA Investments, ZEGA Financial, The Burney Company, J.P. Morgan Securities, TD Ameritrade, and Morgan Stanley. Outside of finance, he has a role in accounting for a skin care company. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic approaches, delivered through a multi-team model with oversight from an investment committee.

Andres Escobedo is a financial advisor at PFG Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, utilizing model portfolios and a variety of marketplace platforms.

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Nicholas Albert is a financial advisor at Berger Financial Group with six years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Dane Holdings Inc. Outside of finance, he is the owner and operator of Desert Willow Woodworks, a woodworking business. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, tax preparation, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies, managing many accounts on a discretionary basis with periodic client reviews.

Kevin Hutton is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has prior experience at Joshua Income Management and Ronald J Phillips Insurance Services, Inc., where he held roles involving managerial duties and insurance product offerings. Hutton is also owner and vice president of Joshua Income Management, where he has recently begun incorporating advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of proprietary and third-party investment models and strategies, supported by tailored suitability assessments and regular portfolio rebalancing.

Steven Puckett is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Client One and FSG Financial Services, Inc. He is also co-owner of FedSmart Retirement, where he provides life insurance and annuity sales and education on federal employee benefits and retirement planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation strategies and third-party platforms to deliver tailored investment solutions.

Armani Cortez is a financial advisor with Principal Advised Services in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at OneDigital Investment Advisors LLC and Nationwide Investment Services Corp. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering nondiscretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models, operates within the Principal Financial Group family, and integrates with affiliated entities to offer access to proprietary funds and banking products.

Zebrick De Leon is a financial advisor at BOK Financial Securities, Inc. in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill Lynch. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and governmental entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with firm-driven investment research and asset allocation.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. 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’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Timothy Hammond is a financial advisor with Wealthcare Advisory Partners LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at USAA Financial Advisors Inc and LPL Financial, and he currently provides investment advisory services through Gateway Wealth Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm offers wealth management, investment management, and financial planning services using a goals-based planning approach supported by proprietary technology and an evidence-based investment framework.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

Troy Ray is a financial advisor at Berger Financial Group with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee that employs fundamental analysis, with many accounts managed on a discretionary basis.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.