Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Cade Roque is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at LPL Financial and Mutual of Omaha Investor Services. Outside of finance, Roque is involved in a local martial arts organization in Mesa, AZ. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing discretionary assets totaling $4.93 billion as of the end of 2025.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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, third-party manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Michael Halliday is a financial advisor with Integrity Advisory Solutions in Mesa, AZ, holding a Series 65 license and one year of industry experience. He has been a partner and attorney at Morris Hall, PLLC since 2018 and previously worked at Halliday Law, PC. In addition to his advisory role, he manages a life and health insurance business, meeting with clients on disability and life insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of asset allocation strategies and third-party platforms.

Shanna Reed is a financial advisor at Maridea Wealth Management with 15 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Edward Jones. In addition to her advisory role, she owns BY HFS, a financial coaching business that offers tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a primarily long-term investment horizon, and integrates AI tools under human oversight to support research and administrative functions.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 22 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 is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, and uses a range of analytical approaches to manage client assets, including firm-sponsored programs and third-party money managers.

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.

Matthew Harrison is a financial advisor with Capital Analysts in Mesa, AZ, holding a Series 66 credential and 17 years of industry experience. He has worked at Lincoln Investment and Golden West since 2015, with prior roles at Merrill, Wells Fargo Clearing, Chase Investment Services, and Edward Jones. Harrison serves as a board member for the St. Mary’s Food Bank Endowment, where he participates in oversight of the organization’s investment allocations. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by institutional relationships and a proprietary fund screening process.

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.

Jakob Webel is a CFP® professional with three years of experience in the financial services industry, currently associated with Geneos Wealth Management, Inc. in Mesa, AZ. His prior experience includes roles at KeyBank and Key Investment Services LLC. Webel also conducts fixed insurance sales as an independent representative with various carriers. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs, employing a range of investment strategies including discretionary and non-discretionary account supervision.