Therese Owen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She has held her current role at Northern Trust Securities since 2003. Outside of her advisory work, Owen participates in food delivery services, including Postmates, UberEats, DoorDash, and GrubHub. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Catherine Garcia is a Certified Financial Planner® with 27 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Sagepoint Financial, and Securities America. Outside of her advisory role, she is an author and educator involved with a project titled "The Family Index." 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, and retirement consulting through a network of advisory affiliates, utilizing multiple program platforms to implement tailored investment strategies.

Roger Edwards is a CFP® professional with 18 years of experience in financial advisory. He has been with Global View Capital Management LLC since 2014 and previously worked at The Strategic Financial Alliance, Inc. and Investment Advisors International, Inc. Outside of his advisory work, he is a member of the Financial Planning Association of Greater Phoenix and serves as a part-time facilities worker at Sun Valley Community Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach, using proprietary research tools and trading infrastructure to manage diversified portfolios primarily through ETFs and mutual funds.

Vincent Yackanin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brookwood Investment Group in Phoenix, AZ. His prior roles include positions at Northwestern Mutual Wealth Management Company and Dovetail Capital Management LLC. He is also a licensed insurance producer involved in the sale of non-variable life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies tailored to client needs.

Anthony Dages is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JPMorgan Chase Bank and Bright Wealth Management. Before transitioning to finance, he spent seven years at In-N-Out Burger. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach.

Matthew Tucker is a CFP® professional with 11 years of industry experience, currently with Foundations Investment Advisors LLC since 2019. He previously worked at Saturn Wealth, LLC, AE Wealth Management, LLC, and The Vanguard Group, Inc. In addition to his advisory role, he is an independent insurance agent involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to tailor investment advice.

Nicholas Gleisner is a financial advisor with Calton & Associates, Inc. in Mesa, AZ, holding a Series 66 designation and three years of industry experience. He has worked extensively with PricewaterhouseCoopers in various global and advisory roles and currently provides consulting services related to the potential sale of private businesses, leveraging his background in M&A and accounting. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and access to a range of investment strategies, including direct management and third-party sub-advisers.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.

Dillon Hall is a financial advisor at Realta Investment Advisors, Inc. based in Chandler, AZ, holding Series 65 and Series 63 licenses with 11 years of industry experience. Prior to joining Realta in 2025, he worked at Arkadios Wealth Advisors and Carmona Wealth among other firms. Outside of his advisory role, he serves as Vice President at Perch Wealth, assisting clients with investment recommendations. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies while offering a range of portfolio management and retirement-plan consulting services.

Ryan Hanninen is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bright Wealth Management and self-employment. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, applies model portfolios with an asymmetric rebalancing approach, and offers various advisory and sub-advisory services through a large network of affiliated offices.

Kerri Brutto is a financial advisor at NFSG Corporation with 24 years of industry experience. She holds a Series 66 designation and has been with Newbridge Securities since 2010. Outside of her advisory role, Brutto is a licensed REALTOR and practices estate planning law through her own firm. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently utilizes third-party asset managers.

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Alexander Vander Henst Huerta is a financial advisor with Foundations Investment Advisors LLC based in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Capital Insight Partners, LLC, Charles Schwab, Cerritos College, YMCA, and Harbor House. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios, and offers services through a large network of affiliated offices and representatives.

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

Antonio Savarese Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and OSAIC. He is also an insurance services agent. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside proprietary model asset allocations.

Scott Staley is a financial advisor with IHT Wealth Management LLC in Queen Creek, AZ, holding a Series 66 designation and 23 years of industry experience. His prior work history includes roles at Merrill, Banc of America Investment Services, and LaSalle Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing, delivering advice through a network of investment advisers who customize portfolios to client objectives and tax circumstances.

Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.