Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Ruben Angulo is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. He holds a Series 65 registration and has worked at Trajan Wealth since 2018, following roles at Secure Investment Management and JD Mellberg Financial. Outside of his advisory work, Angulo is a licensed insurance agent involved in annuity and insurance sales. Trajan Wealth serves 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, tailoring its investment process to client objectives through fundamental, technical, and cyclical analysis.

Justin Lowy is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at DFPG Investments, LLC and Crown Capital Securities LP. Outside of his advisory role, Lowy is involved in commercial real estate lending as a broker or co-broker for Network Lending Services. Diversify Advisory Services is an SEC-registered firm serving a variety of clients including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers a range of financial planning and portfolio management services tailored to individual client goals and risk tolerance.

Nikki Polistina is a CFP® with 20 years of industry experience, currently serving at Transce3nd LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stableford Capital LLC, and Charles Schwab. She is involved as Director of Client Relations at Stableford Capital and holds a registered representative position at Realta Equities, Inc. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process supported by various analytical methods and commonly utilizes third-party models and money managers through AE Wealth Management’s platform.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Clear Stream Advisors since 2005. Brokop previously held positions at NextGen ETFs LLC. He is also the owner and registered investment adviser representative of Clear Stream Advisors, which he is in the process of unwinding and may continue as a consulting activity. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a range of investment vehicles and combines fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Andrew Dinkelmeyer is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Coastal Investment Advisors, Wealth Strategies Advisory Group, and Center Street Advisors. Outside of advisory work, he provides life and health insurance solutions on a part-time basis. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at World Equity Group and Axa Advisors, LLC. Outside of his advisory role, he serves as president and treasurer of the Meadow Ranch Homeowners Association in Littleton, Colorado, and owns Walker Wealth Protection, an insurance sales business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, including the use of AI tools, alternative investment strategies, and tax-efficient solutions like direct indexing with tax-loss harvesting.

Brandon Stoker is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Charles Schwab & Co., Inc. for 17 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, and retirement plan advisory through both internal and third-party managed strategies.

Ethan Cooper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He worked previously at WealthPlan Advisors for seven years before joining Mission Wealth in 2022. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, utilizing a tiered service model and emphasizing long-term investment strategies that include alternative investments and third-party sub-advisors.

Anil Vazirani is a financial advisor at Virtue Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2018. Prior to that, he was with Horter Investment Management and has operated Vazirani & Associates and Secured Financial Solutions since the early 2000s. Outside of his advisory role, he serves as president and CEO of both Vazirani & Associates, assisting clients with insurance products, and Secured Financial Solutions, which focuses on financial product sales and client services. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, and plan consulting, employing strategic and dynamic investment strategies primarily through mutual funds and ETFs using quantitative models and economic data inputs.

Michael Walling is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, Walling is a partner in RBG Capital LLC, which provides wealth management, business succession planning, and investment banking services, including mergers and acquisitions advisory. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering a range of investment and wealth management services, including advisor-managed accounts, third-party money manager access, and retirement plan consulting. The firm utilizes an integrated operating model supported by an internal portfolio team that provides models, strategies, and trade execution across multiple asset classes.

Lance Millar is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth, where he has worked since 2025, following an 11-year tenure at Boston Private Wealth LLC. 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, expanded 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.

Justin Junker is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. In addition to his advisory work, he is involved in insurance sales as a licensed insurance agent. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific circumstances.

Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves 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 informed by multiple analytical methods.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he sells fixed-indexed annuities. Trajan Wealth serves 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 investment strategies tailored to client objectives and documented in an investment policy statement.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial Services since 2020. Carolina also holds a licensed insurance agent role in life and health insurance, dedicating less than 10% of her time monthly to this activity. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary and third-party models, offering portfolio management, retirement plan consulting, and advanced planning services that incorporate personal and business real estate considerations.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Kingswood Capital Partners, Capital Wealth Alliance, and Raymond James Financial Services. Cox is also the owner of an independent insurance agency, TDC Insurance LLC, which brokers fixed life and annuity products. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach utilizing both proprietary and third-party portfolios and manages approximately $582 million for around 4,000 clients.