Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc. based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Geneos, he worked at Schooner Financial Associates. Outside of his advisory role, Tolzman is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.

Austin Witherill is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Scottsdale Unified School District, Autus Asset Management, Waste Management, and Arizona State University. 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 employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Michael Wong is a CFA® and PFS™ credentialed advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and Ashton Thomas Securities, having previously worked at M. S. Howells & Co and Wells Fargo Wealth Management. Outside of his advisory role, he serves as co-trustee of a deceased friend’s education trust for the benefit of the friend’s children. Ashton Thomas Private Wealth serves individual and institutional clients, including 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, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Rafael Murguia Ramirez is a Series 65 licensed advisor with six years of industry experience. He has been with Trilogy Capital, Inc. since 2019. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm uses a strategic, globally diversified allocation approach and includes non-traditional instruments in portfolios, supported by integrated tax services and multi-custodian relationships.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Shawn Porter is a CFP® professional with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth in Scottsdale, AZ. His prior work history includes roles at LPL Financial and First Interstate Bank. Porter also serves in a fiduciary capacity for the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a diverse investment approach that includes mutual funds, ETFs, independent managers, sub-advisers, and strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Jason Richards is a CFA® charterholder with six years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously held roles at Autus Asset Management, LLC and TrustBank. 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 uses a range of investment strategies across multiple asset classes and integrates technology platforms to provide tax-efficient portfolio management.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. 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, and access to alternative investments, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Scott Christie is a financial advisor with Sowell Management in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 66 licenses. He has 40 years of industry experience and has worked at firms including TCG Advisors, LP, North Star Wealth Management, LLC, and Concert Wealth Management, Inc. He is also owner and an investment advisor representative of North Star Wealth Management, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent contractor advisors, offering a range of investment approaches including strategic and tactical allocation, individual equity selection, and model portfolios.

Bilal Lulu is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining Ashton Thomas, he held roles at KPMG, Deloitte, and RSM US LLP among other firms. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using its Amplify Platform and allocates client assets across a variety of strategies including mutual funds, ETFs, independent managers, and sub-advisers.

Colin Horning is a financial advisor at UMB Financial Services, Inc. in Scottsdale, AZ, with 10 years of industry experience. He holds a Series 65 designation and has been with UMB Financial Services since 2016. He also serves as a board member for the Scottsdale Aquatic Club, a youth swim organization. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm uses documented suitability reviews and risk-tolerance questionnaires to assign clients to model-based investment strategies across various managed account programs.

Stacey Price is a Series 66-licensed financial advisor with Kingswood Wealth Advisors, LLC in Scottsdale, AZ, and has two years of industry experience. Prior to joining Kingswood in 2025, Price worked at Edward Jones for two years and has self-employment experience dating back to 2015. Outside of advisory work, Price is a notary who assists estate attorneys by delivering trusts and discussing associated assets. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates insurance-linked accounts through affiliated financial entities.

Kelli Erickson is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 credential with 12 years of industry experience. She has been with Trek Financial since 2014 and also operates Erickson Accounting Services, LLC, an accounting and tax services business she has run since 1993. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio management using a variety of evidence-based models and artificial-intelligence tools, along with access to alternative investments and advanced hedging strategies.

David Newby is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Summit Wealth Group and has previously worked at Commonwealth Financial Network, Jackson National Life Distributors, TD Ameritrade, and Equitable Advisors. Newby also conducts fixed insurance sales as part of his business activities. Summit Wealth Group is a multi-team registered investment adviser with 39 advisors managing approximately $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and separate tax services.

David Maxey is a financial advisor at Trek Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Family Offices, LLP and Heritage Wealth Management, LLC. Maxey is also a licensed insurance agent and receives commissions on insurance products sold. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporates advanced models and artificial-intelligence tools, and provides a broad range of model and alternative investment options.

Cynthia Medina is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. She has worked at Trek Financial since 2014 and also has longstanding roles at A&E Service and Sterilite. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services through a network of adviser representatives. The firm employs a blend of strategic and tactical investment approaches, utilizing various model strategies and artificial-intelligence tools under human oversight.