Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment programs and strategies tailored to client goals and risk tolerance.

David Hughes is a CFP®, CFA®, and Series 65 registered advisor with nine years of industry experience. He currently works at Dynamic and previously held roles at Goldman Sachs Personal Financial Management and Ronald Blue & Co. 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 offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through integrated technology and operational resources.

Renaurd Reynolds is a financial advisor with CoreCap Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at CoreCap Investments, Guideline Wealth Management, Ameritas Investment Corp., Spartan Financial Group, and Capital Choice Financial Services. Outside of advisory work, he provides tax and accounting consulting services through his CPA practice. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales, often incorporating sub-advisors and third-party asset managers.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Alexander Shaw is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Bank of America for ten years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Craig Connolly is a financial advisor at The Partners Wealth Management with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Scf Investment Advisors, Inc and RDX Flex, LLC. Outside of advising, he is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of customized portfolios and model-based management, working with both internal and third-party models and investment managers, and employs the Amplify Platform for trading and back-office functions.

Paul Brock is a financial advisor with Northeast Planning Associates, Inc. in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at LPL Financial since 2007 and Northeast Planning Associates since 2017. Outside of his advisory work, he is a board member at Turing Technology Associates, Inc. and provides marketing services through PDB Development, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individual clients and retirement plans rather than corporate accounts.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

Kurt Castaneda is a financial advisor with United Advisor Group, holding a Series 65 license and 12 years of industry experience. His prior work includes roles at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital entities. Outside of finance, he serves as a fire captain and board member for the Mesa Fire/Medical Department and is involved in cattle farming through ownership of 204 Cattle Company, LLC. United Advisor Group provides investment management, financial planning, and consulting services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with various analysis methods to tailor portfolios based on client risk tolerance, tax considerations, and time horizons.

Stephen Irving is a Series 65-licensed advisor with Eversource Wealth Advisors, LLC, based in Chandler, AZ. He joined EverSource in 2026 and has prior experience in various roles across different industries. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives and provides access to multiple investment platforms and private market offerings.

Maegan Bauman is a Series 65-licensed advisor with United Advisor Group, based in Gilbert, AZ, and has four years of industry experience. Prior to joining United Advisor Group, she worked at SCF Investment Advisors and Flat Iron Wealth Management. Outside of her advisory role, Bauman serves as a firefighter paramedic for the Peoria Fire and Medical Department. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary strategies that combine strategic and tactical asset allocation with value investing and various analytical methods.

Alex Rosen is a financial advisor at PFG Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, OSAIC, Securities America, Equitable Advisors, and Axa Advisors. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a combination of top-down macro allocation with fundamental, technical, and cyclical analysis.

Rolly White is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 66 licenses. He has 18 years of industry experience and has previously worked at firms including Cambridge Investment Research and Sagepoint Financial. Outside of advising, he serves as president of the Seville Condominium Association. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with customized strategies delivered via model asset allocations and manager relationships.

Therese Owen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She has held her current role at Northern Trust Securities since 2003. Outside of her advisory work, Owen participates in food delivery services, including Postmates, UberEats, DoorDash, and GrubHub. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Catherine Garcia is a Certified Financial Planner® with 27 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Sagepoint Financial, and Securities America. Outside of her advisory role, she is an author and educator involved with a project titled "The Family Index." 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, and retirement consulting through a network of advisory affiliates, utilizing multiple program platforms to implement tailored investment strategies.

Roger Edwards is a CFP® professional with 18 years of experience in financial advisory. He has been with Global View Capital Management LLC since 2014 and previously worked at The Strategic Financial Alliance, Inc. and Investment Advisors International, Inc. Outside of his advisory work, he is a member of the Financial Planning Association of Greater Phoenix and serves as a part-time facilities worker at Sun Valley Community Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach, using proprietary research tools and trading infrastructure to manage diversified portfolios primarily through ETFs and mutual funds.

Nicholas Gleisner is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP across multiple roles from 2013 to 2023. In addition to his advisory role, he provides consulting services related to the sale of private businesses, focusing on accounting and M&A in the health care sector. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and operates multiple program structures, including wrap programs and separate account platforms, while also offering commissionable brokerage and insurance products.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. 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 emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.