Andrew Dinkelmeyer is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Coastal Investment Advisors, Wealth Strategies Advisory Group, and Center Street Advisors. Outside of advisory work, he provides life and health insurance solutions on a part-time basis. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at World Equity Group and Axa Advisors, LLC. Outside of his advisory role, he serves as president and treasurer of the Meadow Ranch Homeowners Association in Littleton, Colorado, and owns Walker Wealth Protection, an insurance sales business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, including the use of AI tools, alternative investment strategies, and tax-efficient solutions like direct indexing with tax-loss harvesting.

Brandon Stoker is a CFP® with 17 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Charles Schwab & Co., Inc for 17 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies overseen by an Investment Oversight Committee.

Ethan Cooper is a financial advisor at Mission Wealth Management, LP in Scottsdale, AZ. He holds the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. Prior to joining Mission Wealth Management in 2022, he worked at WealthPlan Advisors from 2015 to 2022. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset types and offers fiduciary and consulting services, including insurance product placement through its Risk Management Department.

Anil Vazirani is a financial advisor at Virtue Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2018. Prior to that, he was with Horter Investment Management and has operated Vazirani & Associates and Secured Financial Solutions since the early 2000s. Outside of his advisory role, he serves as president and CEO of both Vazirani & Associates, assisting clients with insurance products, and Secured Financial Solutions, which focuses on financial product sales and client services. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, and plan consulting, employing strategic and dynamic investment strategies primarily through mutual funds and ETFs using quantitative models and economic data inputs.

Lance Millar is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth, where he has worked since 2025, following an 11-year tenure at Boston Private Wealth LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Justin Junker is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. In addition to his advisory work, he is involved in insurance sales as a licensed insurance agent. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific circumstances.

Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves 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 informed by multiple analytical methods.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he sells fixed-indexed annuities. Trajan Wealth serves 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 investment strategies tailored to client objectives and documented in an investment policy statement.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial Services since 2020. Carolina also holds a licensed insurance agent role in life and health insurance, dedicating less than 10% of her time monthly to this activity. 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 proprietary and third-party models, offering portfolio management, retirement plan consulting, and advanced planning services that incorporate personal and business real estate considerations.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Kingswood Capital Partners, Capital Wealth Alliance, and Raymond James Financial Services. Cox is also the owner of an independent insurance agency, TDC Insurance LLC, which brokers fixed life and annuity products. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach utilizing both proprietary and third-party portfolios and manages approximately $582 million for around 4,000 clients.

Richard Pyle is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding the ChFC® designation and Series 65 license, with 10 years of industry experience. He previously worked at Wellspring Financial Partners for seven years before joining Ashton Thomas in 2022. Outside of advising, he is involved in tax preparation and operates an online clothing retail business. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and expanded family office services, using a range of investment strategies and offering back-office support through its Amplify Platform.

Charles Robinson is a CFP® with 18 years of industry experience, currently serving at Keel Point, LLC since 2023. He previously worked at Sensible Money, LLC for eight years. Robinson is an unpaid special advisor to the Retirement Income Industry Association board, where he consults on education programs and retirement planning topics. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to implement strategic and tactical asset allocations across various programs, with capabilities including discretionary and non-discretionary portfolio management, financial planning, and corporate retirement consulting.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Nathaniel Facarazzo is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Futurity First Insurance Group since 2016 and Regal Investment Advisors from 2014 to 2016. Outside of advisory work, he is involved in the solicitation of fixed and indexed life and annuities through various communication channels. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of nearly 100 advisers who implement diversified investment strategies within a structured risk framework.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.