Michael Larriva is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. He previously worked at Perspective Financial Services, LLC from 2007 to 2023 and has been associated with Thrivent Advisor Network LLC since 2023. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining third-party manager due diligence with both discretionary and non-discretionary portfolio management aligned with clients’ objectives.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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 and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Catherine Lopez is a Series 66 licensed financial advisor with 24 years of industry experience. She currently works at USAA Investment Services Company and has held roles within various USAA entities since 2016. Outside of her advisory work, she is a co-owner of Treasure Trolls LLC, a resale business operating through multiple online platforms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers rather than managing client assets directly.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Justin Carlson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Magellan Financial since 2022 and has been affiliated with Foundations Investment Advisors, Fusion Investment Advisors, and Arizona Lighting Innovations, LLC. Outside of his advisory work, Carlson is involved as a minority owner and manager in Arizona Lighting Innovations, a business-to-business company specializing in energy-efficient lighting retrofits, and holds investor interests in several restaurant and bar ventures in Arizona. Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement tailored investment strategies.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. 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 specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

J. Flynn is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce for business networking and community engagement. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment management, financial planning, and consulting services through discretionary and non-discretionary arrangements, applying a range of portfolio strategies and utilizing third-party sub-advisors where appropriate.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Michael Welborn is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the owner of two real estate entities that support his financial services practice. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

Brendan Luther is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and The Vanguard Group. His background also includes roles outside finance, such as positions with Sonesta International Hotels Corporation and Marriott International. PNC Wealth Management offers retail brokerage and advisory services through several model-based investment programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Gabriel Spano is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and COMPASS Bank. Outside of finance, he is a silent partner in a sports grill business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Tyler Forrest is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. He previously worked at Rochford, Burns, Nasses, and Associates LLC and attended Grand Canyon University. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse range of clients, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven and asset-allocation investment approaches across discretionary and non-discretionary programs.