Christopher Henderson is a financial advisor with Wedbush Securities Inc. in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously spent seven years at Banc of America Investment Services, Inc. Outside of his advisory role, Henderson serves as an assistant coach for a travel hockey team in Scottsdale, AZ. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and research services along with custodial, clearing, and prime services.

Joe Myers is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Independent Financial Group before joining IPI in 2020. Myers is the sole owner of Myers Investment Group, which has offered securities and insurance products since 1994. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy also works as an independent insurance agent offering ERISA-based insurance coverage for qualified plan clients. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm emphasizes customized portfolio construction with a primarily long-term allocation approach and supports plan clients through investment policy development, due diligence, and co-fiduciary services under ERISA.

Meg Davidson is a financial advisor with Chicago Partners Investment Group LLC and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including a lengthy tenure at Borthwick Associates, Inc. Prior to joining her current firm, she worked for 37 years at Borthwick Associates. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, and institutional clients, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified investment approach that combines fundamental analysis with quantitative portfolio construction across various asset classes.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. PFG Advisors offers 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 both discretionary and non-discretionary account management.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Michael Bargetto is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and one year of experience in advisory roles. Prior to joining Clear Creek, he worked at Legacy Wealth Management, LLC and Axiom Wealth Solutions, LLC. Outside of his financial career, he has experience with Cal Fire and manages a real estate investment business. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm uses a diverse range of investment strategies and emphasizes individualized account supervision with regular reviews and rebalancing.

Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Ashley Seeger is a financial advisor at PFG Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation and ETF strategies alongside fundamental, technical, and cyclical analysis.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing for eight years. She serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth clients, as well as institutional investors such as corporations and charitable organizations, offering tailored investment management through discretionary and non-discretionary programs. The firm employs a variety of investment strategies and provides ongoing portfolio monitoring and review.

Erik Walker is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists, Verus Capital Partners, Securities America Inc, and SII Investments, Inc. Outside of advisory work, he conducts financial education workshops as a speaker and is involved in group benefits through Affordacare. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers a range of analytical approaches and discretionary portfolio management, with an emphasis on non-high-net-worth investors and retirement plan participants.

Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace platforms.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

Dennis Zaderaka is a financial advisor with Sequent Planning, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at The Bottom Line Wealth Management Ltd. and Securities America Inc. He is also involved in life insurance sales. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Adam Mosbach is a CFP® professional with 32 years of industry experience, currently serving as an advisor at PFG Advisors. His prior roles include positions at Securities America, Inc., Lincoln Financial Advisors Corp, and several wealth and insurance firms. Outside of his advisory work, he is the CEO and founder of A.M. Guidance & Financial Services Consulting, LLC, which provides recruiting, coaching, and training services to financial advisors. PFG Advisors offers 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 supports a distributed network of approximately 104 advisors across multiple offices.

Douglas Wilkinson is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at United Planners, OSAIC, and J.P. Morgan Securities. He also serves as a Relationship Manager at PFG Insurance Agency. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

Francisco Tort is a Series 66-credentialed financial advisor with 20 years of industry experience, currently affiliated with PFG Advisors in Phoenix, AZ. His career includes roles at Morgan Stanley and Securities America, and he has been with PFG Advisors since 2019. 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 supports both discretionary and non-discretionary account management.