Michael Roberts is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including The Strategic Financial Alliance, Inc. and Triad Advisors, Inc. Outside of advising, he consults for the motion picture and TV industry on budgeting, film locations, tax incentives, and tax credits. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical analysis, offering clients flexible implementation options and regular portfolio reviews.

Jory Head is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Sage Point Financial and Capital Financial Services, Inc. Head is also an independent insurance agent for various companies. 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, providing customized strategies via model asset allocations, managed accounts, and both wrap and non-wrap solutions.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

James Devary is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at A.G.P./Alliance Global Partners and National Asset Management. He serves as treasurer and board member for the United War Veterans Council and its foundation, and he is involved in non-investment ventures including a CBD/hemp supplements advisory board and ownership in a non-medical caregiving franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

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 11 years of industry experience. She holds a Series 65 designation and has previously worked at firms including Verity Asset Management, Appreciation Financial, McCauley Investment Advisory, and Cook Financial Services. Noteboom is also active as an independent insurance agent involved in health and life insurance sales and employee benefits education. 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 combines proprietary and third-party investment models, offering a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related 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 at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for The Vanguard Group, Inc. for 11 years prior to joining Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily 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, utilizing both proprietary and third-party investment products.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding the ChFC® designation and Series 63 and 65 registrations. He has 26 years of industry experience, including roles at Securities America, LPL Financial, and Tempe Schools Credit Union. Landis has also operated under marketing names such as Landis Wealth Advisors and Landings Financial Services. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who implement model portfolios or select third-party managers, employing a top-down macro allocation approach with index-based ETFs and multiple marketplace platforms.

Robert Horstman is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TIAA-CREF, Tiaa, and Cetera Wealth Services. Horstman also holds a fixed insurance and annuities position, incorporating these products into client financial plans as appropriate. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach.

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 in Chandler, AZ, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has worked at Soltis since 2020 and previously held roles at TIAA-CREF and Fidelity. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach combined with quantitative screening and qualitative manager due diligence to manage roughly $13 billion in client assets.

Jeffrey Wilhelms is a financial advisor with Capital Analysts in Tempe, Arizona, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC and Voya Financial Partners, LLC. In addition to his advisory role, he has engaged in fixed insurance sales and trailing compensation activities involving life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers 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 teams.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.