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.

Cameron Enriquez is a CFP® professional with five years of industry experience, currently advising at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2024, he worked at Lux Wealth and Northwestern Mutual in both investment management and life insurance roles. His earlier experience includes three years at Learnvest Planning Services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal management and select third-party sub-advisors.

Michael Harty is a CFA® charterholder with 16 years of industry experience. He has worked at CW Advisors, LLC since 2019 and previously was with Charles Schwab Bank and Charles Schwab from 2010 to 2019. He is based in Scottsdale, AZ. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base, including individuals, families, trusts, and institutions, and employs a Core-and-Satellite investment approach combining active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Nancy Reagan is a financial advisor with USAA Investment Services Company based in Phoenix, AZ. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA affiliated companies. USAA Investment Services Company primarily provides retirement-focused advice and referral services to USAA members and individual investors through phone and digital channels. The firm emphasizes retirement income planning and asset allocation but does not manage client portfolios or charge asset-based fees.

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Karli Bradley is a CFP® and Series 66-licensed advisor with 15 years of industry experience. She has been with Retirement Planners of America since 2016. Outside of her advisory role, she is also an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants by providing discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm utilizes an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios built predominantly from ETFs and mutual funds.

Brandon Cromer is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at AAG Capital, Inc., Ashton Thomas Securities, LLC, and The Vanguard Group, INC. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Gonzalo De Leon Plata is a financial advisor at Trilogy Capital, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with LPL Financial and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors by providing investment management, financial planning, and consulting services. The firm’s investment approach includes globally diversified asset allocation and risk-based model portfolios, incorporating both traditional and non-traditional instruments.

Shannon Mc Laughlin is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch, The Leaders Group, and Boulevard Family Wealth Services. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Benjamin Hunsaker is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has concurrently worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. Hunsaker serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of analytic frameworks and third-party platforms to tailor portfolios and manage held-away retirement accounts.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

Weston De Priest is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Modern Woodmen of America and MWA Financial Services, Inc. Outside of advising, he is a non-investment owner of US Hydroseeding & Environmental, LLC, a company specializing in erosion control and vegetation establishment. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach primarily focused on stocks, ETFs, and select mutual funds, with an emphasis on tailoring portfolios to clients’ risk tolerances, tax situations, and legacy holdings.

Richard Harader Jr. is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience and holds the Series 66 credential. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, a separate business involved in investment-related services. Outside of his advisory work, he serves on the board of Trinity Fellowship, a church undergoing 501(c)(3) status. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of strategies implemented through independent advisors and proprietary model solutions, supported by comprehensive due diligence and multiple platform offerings.

John Stull is a CFA® charterholder with 24 years of industry experience. He is currently with Parallel Advisors, LLC, where he has worked since 2023. His prior roles include positions at Autus Asset Management, LLC, Capital Insight Partners, LLC, Foothills Asset Management Ltd, and L. Roy Papp & Associates, LLP. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies across asset classes, integrates held-away account management technology, and offers an affiliated trust company for fiduciary services.

Stewart Preziose is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as Treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers through its Amplify Platform and utilizes diverse strategies across mutual funds, ETFs, independent managers, and specialist products.

Nathan Hines is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Geneva Trading and Integrity Marketing Group. Outside of Impact Partnership Wealth, he serves as Chief Investment Officer at High Point Retirement, focusing on fixed indexed annuities and life insurance as part of retirement planning. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, using a third-party platform for trading and compliance functions.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. 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 a distributed advisor network of approximately 104 professionals.