William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advisory work, he serves as a director of BCI Management, Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds portfolios tailored to client objectives and employs model portfolios and overlay management through multiple platforms.

Nicholas Kaiser is a CFP® professional with 11 years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2023. His prior roles include positions at Foundations Investment Advisors and Northwestern Mutual Investment Management. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also providing advisory services and technology solutions for other advisers.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Shannon Larson is a financial advisor at Dynamic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm follows a long-term, personalized portfolio construction process and offers a range of services including portfolio management, financial planning, and support for other advisers through technology and sub-advisory relationships.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.

Christopher Kuzelka is a CFP® professional with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2024. He previously worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services through a centralized, structured investment platform with access to private investment solutions and specialized in-house planning resources.

Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.

Matthew Donley is a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Donley’s background also includes roles outside the financial sector at Crescent Crown Distributing, Spray Systems, and the Claremont Unified School District. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, while providing access to private investment solutions and a dedicated family office division.

Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. with a Series 65 credential and recent experience in the industry. His prior roles include positions at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. He has also held various roles outside the financial sector while completing his education. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm uses a range of investment strategies, third-party managers, and oversight tools to align client portfolios with their broader financial plans.

Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. 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, offering both direct management and access to third-party programs.

Danny Murego is a financial advisor at SEIA with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. from 2021 to 2026. Outside of advising, he has a role as a direct support provider assisting individuals with special needs and operates a small e-commerce business reselling clothing and shoes. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages a majority of assets on a non-discretionary basis, distinguishing it from many peers.

Mark Herding is a CFP® with 33 years of experience in the financial services industry. He has worked at Harbour Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research. Herding also operates as an independent insurance agent under Camelback Wealth Consultants and serves as a Merit Badge Counselor for the Boy Scouts of America in Phoenix, AZ. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Christian Nelson is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Money Concepts Capital Corp from 2017 to 2024. Outside of his advisory role, he is involved in a startup focused on air filtration technology, serving as secretary and providing general administrative support. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies based on client objectives and risk tolerances.

Theresa Krueg is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has previously worked with Dynamic Wealth Advisors under its Hanai and Renatus Private Wealth Advisors brands, as well as Autus Asset Management. Theresa manages her advisory business through Krueg Enterprises LLC for tax purposes. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a range of services including portfolio management, financial planning, retirement plan services, and extensive support for other advisers through technology platforms and sub-advisory relationships.

Murray Chalmers is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Ausdal since 2009 and previously worked at Fox Valley Financial Consultants, Inc. for 26 years. Outside of his advisory role, he is involved in fixed insurance and annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies and access to multiple custodial platforms.

Sabina Valic is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 license and 24 years of industry experience. She has worked at firms including Scottsdale Capital Advisors and Securities America, Inc. Outside of finance, she teaches ballet at Master Ballet Academy and is affiliated with the Yen-Li Chen Ballet School. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios, third-party managers, and a focus on macro allocation using index-based ETFs combined with fundamental, technical, and cyclical analysis.

Guadalupe Camargo is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. Prior to joining Diversify, Camargo worked at Thrivent Advisor Network LLC and Perspective Financial Services LLC, where they spent 18 years. Diversify Wealth Management offers 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, incorporating due diligence on third-party managers and a range of investment vehicles tailored to clients’ objectives.

Tanner German is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience and holds a Series 65 designation. He has worked in various roles including investment advisory and real estate sales, and is also involved in marketing services through GolfCourseHomes.com, LLC. Additionally, he provides web design and development consulting through DaVinci Digital. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

David Matuszak is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at Pathlight Investors, Llc from 2014 to 2019 before joining Dynamic Wealth Advisors, operating as DJM Wealth Strategies, in 2019. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable emphasis on supporting other advisers through technology platforms and research distribution.

Michael McCann is a CFP® with 23 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously spent 20 years at Perspective Financial Services, LLC and one year with Thrivent Advisor Network LLC dba Perspective Financial Services. Outside of his advisory work, he is chairman of the board for Friends and Supporters of Troop 30 Inc, a nonprofit overseeing local scouting units, and serves as a board member and volunteer for SEEDS for Autism, a day program focused on life skills education. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification investment approach using a broad range of instruments and offers multiple platform options through a team of more than 50 investment adviser representatives.