Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Jason Noble is a CFP® with 19 years of industry experience, currently serving as an advisor at Dynamic. His prior roles include positions at Prime Capital Investment Advisors, Financial Engines Advisors, and M&T Securities. Outside of advising, he is involved with PCRM, LLC, which provides fixed-insurance products. Dynamic serves a diverse client base including individuals, trusts, and businesses, offering portfolio management, financial planning, retirement services, and sub-advisory support. The firm emphasizes a long-term, client-specific approach and provides integrated technology and operational support to other advisers.

Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, and practice support for other advisers.

Brentford Price is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has worked at several firms including OSAIC, Triad Advisors, and KMS Financial Services, and is involved with Wilson & Albers Company, LLC as a producer. Outside of his advisory work, he owns and manages a small portfolio of rental properties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus and offers ERISA-focused services for retirement plans.

Bradley Allan is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Compass in 2025, he worked at The Allan Agency and Family First Life. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of analysis techniques and both internally managed and third-party investment strategies.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. Diversify Wealth Management provides 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, combining discretionary and non-discretionary management aligned with clients’ objectives.

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at Union Capital Company and Edward Jones. Outside of advisory work, she provides business valuation services, is a licensed insurance agent, performs strategic planning and performance analysis for a governmental authority, and serves on the board of the Non-Commissioned Officers Academy Graduate Association, where she develops a graduate magazine. She also offers wills and estate planning services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising process that combines proprietary software and behavioral economics with evidence-based quantitative metrics and implements both passive and active investment strategies.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

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.

Chad Blanton is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding a Series 65 designation and seven years of industry experience. He has been a partner at Simplicity Group since 2017 and Guardian Wealth Management since 2021. Outside of financial services, he is a co-founder of Trademark Apparel, an apparel company based in Scottsdale, AZ. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities when appropriate, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support to other advisers through its TAMP platform.

Caleb Jelcick is a financial advisor with McAdam LLC in Phoenix, AZ, holding a Series 65 designation and five years of industry experience. Before joining McAdam in 2021, he worked in various roles across multiple industries, including hospitality and retail. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using fundamental analysis and incorporates a range of investment strategies, including less liquid assets and cryptocurrency exposure.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has led since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and consulting services, combining an IAR network with outsourced asset management and advisory solutions.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

Nathaniel Barton is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brownstone Financial and Guardian Wealth Management. Outside of his advisory role, he serves as a Senior Planning Advisor with Simplicity Group, focusing on case illustration and product support. Simplicity Wealth provides advisory services to individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational solutions for other advisers.

Shane Tschida is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in real estate, working with Zendoor as a real estate agent on an as-needed basis. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm partners with platforms like Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

John Chichester Jr. is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Maridea Wealth Management in Phoenix, AZ, where he has worked since 2026. Prior to this, he held roles at LPL Financial, Dynamic Wealth Advisors, Cetera, Trustbank Wealth Management, and First Allied. He also serves as an adjunct professor at Northern Arizona University and operates a CPA firm specializing in tax preparation and accounting. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates individual securities or sub-advisers when appropriate, and applies a primarily long-term investment approach supplemented by AI tools and coordination across affiliated tax and insurance entities.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, Sun Valley Financial, and AXA Advisors. Oliva previously owned Sun Valley Financial, LLC, which managed operating expenses and insurance compensation. Capital Analysts serves a diverse client base including individuals, 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 its own investment management team.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including 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 provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. 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 offers access to multiple third-party platforms and wrap programs.