Ann Martin is a financial advisor with PFG Advisors, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at SECURITIES AMERICA, J.W. Cole Financial, and currently United Planners, alongside ownership of Brogan Martin Holdings. She serves as a trustee for Fandango Trust, focusing on estate planning, and is a member of the BNI networking group in Queen Creek, AZ. 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 using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Ginger Noteboom is a financial advisor at Encompass More Asset Management LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Verity Asset Management, Appreciation Financial, McCauley Investment Advisory, MGJ Holdings, and Cook Financial Services. In addition to her advisory role, she is involved in various insurance and employee benefits activities, including working as an independent insurance agent and providing education on Section 125 savings and wellness plans. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from equities and fixed income to private placements and digital-asset exposures.

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Alayne Dungarvan is a financial advisor with Northern Trust Securities, Inc. She holds Series 66 and Series 63 licenses and has 11 years of industry experience. Prior to joining Northern Trust Securities in 2026, she worked at The Vanguard Group for 11 years. Northern Trust Securities, Inc. offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services and utilizes proprietary and third-party investment products within its portfolios.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding a ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at LPL Financial and Securities America, Inc. Landis has been with PFG Advisors since 2015. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios with third-party managers, emphasizing macro allocation through index-based ETFs alongside various analytical methodologies.

Owen Farnsworth is a financial advisor at PFG Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including United Planners Financial Services, U.S. Bancorp Advisors, and Securities America. Outside of his advisory role, Farnsworth provides part-time bookkeeping services through MSB Capital LLC and DirtFX LLC. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, focusing on macro allocation and index-based ETFs, with services supported by technology platforms such as Wealth.com and various marketplace providers.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Robert Holman is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his role at CreativeOne Wealth since 2026, he is involved with Advanced Vertical Planning LLC, which provides professional services evaluations. Holman has held long-term roles at Dason Wealth Management and DASON LLC since 2006, where he has been involved in insurance sales and services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Soltis since 2020. Prior to that, he was with TIAA-CREF and Tiaa from 2016 to 2020. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individual and institutional clients. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, providing a diverse range of investment options and regular client communications.

Robert Raimondo is an investment advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookwood since 2022. Raimondo is also involved in managing and selling fixed insurance products through Belpointe Insurance LLC, a company he founded in 2009. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and supporting a team of 24 professionals.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Center Street Advisors, Inc and Montini and Farrah Tax Advisory Group. Outside of his advisory role, he operates Roberts Tax and Retirement Planning, where he provides retirement and tax planning services, conducts monthly Social Security seminars, and prepares tax returns. He also serves as an adjunct faculty member teaching business courses at Grand Canyon University. Arete Wealth Advisors offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and provides comprehensive portfolio management and retirement plan advisory services.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Theron Hall Jr. is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of industry experience. He is also a partner and manager at Morris Hall, PLLC, a law firm he has been associated with since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and consulting services, utilizing third-party platforms and model portfolios to manage accounts across multiple offices.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked in mortgage-related roles at Nexa Mortgage, Amerifirst Financial, and Finance of America Mortgage. Outside of advisory services, he works part-time assisting clients with mortgage planning and loan comparison. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a diverse client base using discretionary portfolio management and a combination of strategic and tactical asset allocation with various analytical approaches.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Eric Gauthier is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

Robert Stamm is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC since 2025. Prior to this, he spent 11 years with Strategic Income Group LLC. Outside of his advisory work, he owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and is involved in several holding companies and a livestock partnership. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, trusts, foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and various support services to independent RIAs and advisor teams, with multiple investment programs that combine firm-managed and third-party strategies.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.