Benjamin Hunsaker is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has two years of experience in financial advising and has worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. He also serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers services including portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing both fundamental and technical analysis within tailored investment strategies.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Richard Harader Jr. is a financial advisor with StoneX Advisors Inc. in Cave Creek, Arizona, holding a Series 66 designation and 11 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, an investment-related business he started in 2001. Outside of his advisory work, he serves on the board and pastoral leadership team of Trinity Fellowship, a church undergoing 501(c)(3) status. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent financial advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and model-based solutions.

John Stull is a CFA® charterholder with 23 years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously spent 13 years at Autus Asset Management, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis across various asset classes and incorporates technology platforms for tax-efficient portfolio management.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. 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 operates a distributed network of approximately 104 advisors across multiple offices.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. 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 a distributed advisor network of approximately 104 professionals.

Brentford Price is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has worked at several firms including OSAIC, Triad Advisors, and KMS Financial Services, and is involved with Wilson & Albers Company, LLC as a producer. Outside of his advisory work, he owns and manages a small portfolio of rental properties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus and offers ERISA-focused services for retirement plans.

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 license and 10 years of industry experience. She previously worked at Edward Jones and Union Capital Company. Outside of advisory work, she is involved in business valuations and wills and estate planning, and serves as a board member for the Non-Commissioned Officers Academy Graduate Association, where she develops its Graduate magazine. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments with a goals-based, evidence-driven investment approach.

Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.

Austin Witherill is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Scottsdale Unified School District, Autus Asset Management, Waste Management, and Arizona State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Natasha Marakowski is a financial advisor with KCD Financial, Inc. based in Sun City, AZ. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes two years of service in the US Air Force before joining Pappas Wealth Management. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

Scott Slade is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LaSalle St. in 2024, he spent nine years at SCF Investment Advisors and has operated Slade Financial Advisory PLLC since 2011, where he also conducts insurance research to support comprehensive financial planning. LaSalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, utilizing both non-discretionary and discretionary asset management programs.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Rafael Murguia Ramirez is a Series 65-licensed advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding six years of industry experience. He has been with Trilogy Capital since 2019 and previously worked in roles at Apple/Volt and PMI Services North America. Ramirez is also a licensed non-variable insurance agent involved in the sale of fixed insurance products. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house model series and third-party sub-advisors, and integrates personal and business real estate considerations into advanced financial planning.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Jason Richards is a CFA® charterholder with six years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously held roles at Autus Asset Management, LLC and TrustBank. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across multiple asset classes and integrates technology platforms to provide tax-efficient portfolio management.

Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. Trajan Wealth serves primarily 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, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.