Daniel White is a CFP® professional with 19 years of experience in the financial services industry. He is currently an advisor at Facet, having joined in 2026, following roles at Charles Schwab and USAA Financial Planning Services. His background includes extensive experience in private client investment advisory and financial planning. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach focused on ETFs and offers a flat subscription fee structure instead of traditional asset-based fees.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth Advisors. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports various third-party platforms and wrap programs.

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.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Nicholas Piccarreta is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Index Fund Advisors, Inc. He previously worked for The Vanguard Group, Inc. for 14 years. Based in Phoenix, AZ, he holds a Series 63 license. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm focuses on globally diversified, passively managed portfolios using index mutual funds and ETFs, incorporating tax-aware strategies and in-house tax services alongside its advisory offerings.

Mary Harris is a financial advisor with The AmeriFlex Group based in Phoenix, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Harris Mathias Wealth Management and Cambridge Investment Research, Inc. She is also commissioned as a notary public. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered via model asset allocations, discretionary or non-discretionary manager relationships, and multiple custodians.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. 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 due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Empower Financial Services, Discover, Mutual of Omaha, and Wells Fargo. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary financial advice and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and benefits from its affiliation with Principal Financial Group entities, providing access to proprietary products and coordinated supervision.

Michael Melby is a financial advisor at PFG Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, where he also served in executive roles. Melby has maintained a long-term involvement in insurance sales spanning over two decades. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves both firm-developed model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs, supported by fundamental, technical, and cyclical analysis.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 maintains a distributed advisor network with multiple strategic platform and referral relationships.

Alexandra Kroot is a CFP® with five years of industry experience, currently serving at Wedmont Private Capital since 2022. She previously worked at The Vanguard Group from 2017 to 2022. Outside of her advisory role, Kroot is a partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital provides financial planning and discretionary investment management primarily for individuals, charitable organizations, corporations, and employee benefit plans. The firm emphasizes passive, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing, with tailored strategies available for qualified clients through selected external managers.

Tyler Price is a financial advisor at McAdam LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Fullerton Financial Planning, Kingdom Financial Group, LLC, and USAA Investment Management Company. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis using a range of investment vehicles and incorporates specialized exposures such as direct indexing and private investment funds, alongside technology-driven tools like AI policies and consolidated asset reporting.

Jason Gove is a financial advisor at Capital Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, and Cole Capital Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and ETF-based portfolios, with specialized in-house resources for estate and tax planning support.