Francisco Tort is a Series 66-credentialed financial advisor with 20 years of industry experience, currently affiliated with PFG Advisors in Phoenix, AZ. His career includes roles at Morgan Stanley and Securities America, and he has been with PFG Advisors since 2019. 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 both discretionary and non-discretionary account management.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advisory work, he is involved in consulting for the cannabis industry and conducts investment opportunity due diligence through his own businesses. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at USAA Investment Management and Lincoln Financial Group. Outside of advisory work, he owns and manages a real estate business specializing in house flipping. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a quantitative investment approach focused on technical indicators applied to ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Wealth Management, LLC and 215 Advisors, LLC. Mckelvey is also the owner and independent insurance agent of Mckelvey Financial, operating since 2002. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, employing a range of model strategies and third-party platforms.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Matt Milosevich II is a financial advisor with AlphaStar Capital Management and holds Series 66 and Series 65 licenses. He has seven years of industry experience, including prior roles at HPY Financial Solutions, Advisory Alpha, and Independent Wealth Management. Outside of his advisory work, he owns HPY Financial Solutions, where he provides financial consulting and life insurance services. AlphaStar Capital Management serves a diverse client base, including high-net-worth individuals, businesses, and retirement plans, offering discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches and utilizes third-party portfolio construction tools while managing approximately $2.5 billion in assets.

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. Welch was previously involved in an LLC related to fixed index annuity commissions, which has since been closed. Moors & Cabot serves retail and high-net-worth individuals, as well as institutional clients, offering investment management, financial planning, and consulting services tailored to client objectives and risk tolerances. The firm combines active portfolio management with broker-dealer and insurance activities and provides access to third-party sub-advisors and a range of financial products.

James Burgett is a financial advisor with The AmeriFlex Group in Phoenix, AZ, holding a Series 66 license and six years of industry experience. Prior to joining AmeriFlex, he held roles at multiple firms including Harris Mathias Wealth Management and Cambridge Investment Research. Outside of his advisory work, Burgett is involved with Scott Harris Financial Group PLLC, providing consulting and coaching services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations.

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Raymond James Financial Services, Inc. for 16 years. Outside of advisory work, he is involved in several business ventures, including ownership of support companies and serving as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies with flexibility for shorter-term trading, using diversified portfolios and a combination of discretionary and non-discretionary management, often implementing strategies through independent managers and third-party platforms.

Jay Klavene is a financial advisor at USAA Investment Services Company with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining USAA, he worked at firms including Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Dennis Song is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Advisory Services Network since 2021 and previously worked at Heritage Wealth Advisors and Altria. In addition to his advisory role, he serves as managing director of Song Capital Management, providing tax preparation, compliance, and business development services. Advisory Services Network delivers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to client objectives and risk tolerances.

Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.

Joshua Mathias is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes long-term roles at Principal Financial Group and Princor Financial Services, as well as recent positions at Cambridge Investment Research and OSAIC. Mathias is also involved in several wealth management businesses in Phoenix, including ownership of Harris Mathias Wealth Management. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.