Tony Griepentrog is a financial advisor with Geneos Wealth Management, Inc. in Mesa, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Generational Portfolio Design, LLC, Generational Wealth Planning, The Life Financial Group, and Generational Financial Planning. He is also the owner of Tony Griepentrog Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with options for customized portfolio management and third-party money manager referrals.

James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

Hannah Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Bank of America, Merrill, Heffernan Financial, and WSP. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, using a variety of analysis methods and investment strategies across customized and model-based platforms.

David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Summit Global Investments and Galloway Asset Management LLC. In addition to his advisory work, he is self-employed in tax preparation through DT Financial LLC. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized investment committee and specialized divisions.

Daniel Loza is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Vanguard, Charles Schwab, Amazon, and Nike. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through wrap fee programs that include Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Andrew Stange is a CFP® professional with 14 years of experience in the financial services industry. He is currently with CW Advisors, LLC, joining the firm in 2026 after roles at Rovin Capital and Fidelity, where he spent a combined decade. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional entities, using a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Tyler Leuning is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years and Leading Edge Academy for three years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Mark Magruder is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Geneos Wealth Management and Life Financial Group. Magruder is involved with The Legacy/Life Institute for Financial Excellence, which provides family counseling for church groups. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, utilizing asset-class models and third-party research. The firm offers a range of billing options and specializes in Biblically Responsible Investing strategies.

Lauren Pilling is a financial advisor at Altitude Capital Management LLC with a Series 65 credential and one year of experience. Prior to her current role, she has held positions in various industries including health and wellness through Scorpion Reiki Healing LLC and the food service sector. She also has experience working at Scottsdale Ranch Animal Hospital and Merrill Edge. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets across a multi-team structure.

Jeffrey Martin is a financial advisor with Wealth Watch Advisors, Inc in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Tucker Wealth Management, Simplicity Financial Marketing, Horter Financial Strategies, and Horter Investment Management. He is also involved in the sale of life, health, and annuity insurance products through multiple carriers as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management using third-party model managers, financial planning, consulting, and solicitor services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes and approved alternative private placements for accredited investors.

Greyson Geiler is a financial advisor with AlphaStar Capital Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes roles at Secure Estate Solutions, Senior Tax Network, and Andorra Capital, where he manages a Reg-D hedge fund focused on gold and silver leases and bonds. Outside of his advisory role, he is involved in insurance services and tax advisory through his other business ventures. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs a blend of strategic and tactical investment models and utilizes third-party portfolio construction technology, serving over 8,400 client relationships with roughly $2.5 billion in assets under management.

Levi Earhart is a CFP® with 14 years of industry experience currently associated with Simplicity Wealth in Scottsdale, AZ. He previously worked at The Vanguard Group, Inc. for 14 years and has experience with Scottsdale Serenity Rehab and Juniper Wealth Management. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, combining advisory services with technology and operational support for other advisors.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Allstate Financial Advisors, Merrill, Wells Fargo Investments, Edward Jones, and Northwestern Mutual Investment Management. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm employs diversified portfolios using mutual funds, ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary management.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked for 30 years at FSC Securities Corporation. His other business activities include offering fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates, providing discretionary portfolio management, financial planning, and consulting services. The firm uses both fundamental and technical analysis to build customized portfolios with tactical adjustments and selective hedging tailored to client-specific factors.

Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at UBS Financial Services. Scott has been with Wedbush Securities since 2009. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm provides wealth management, fixed income, commodities, securities lending, and capital markets services, along with discretionary and non-discretionary portfolio management and third-party manager due diligence.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Jacob Misialek is a financial advisor with Ally Invest Advisors in Queen Creek, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Ally Invest Advisors since 2021 and previously held positions at Vanguard Group and Morgan Stanley. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing pilots, and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory with multiple risk tiers.