Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. 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 offers access to third-party money managers and platforms.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advisory work, he is involved in consulting for the cannabis industry and conducts investment opportunity due diligence through his own businesses. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at USAA Investment Management and Lincoln Financial Group. Outside of advisory work, he owns and manages a real estate business specializing in house flipping. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a quantitative investment approach focused on technical indicators applied to ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Heritage Wealth Management, LLC and 215 Advisors, LLC. Mckelvey is also the owner and independent insurance agent of Mckelvey Financial, operating since 2002. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, employing a range of model strategies and third-party platforms.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Sergio Mejia is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ICMA-RC Services, Pruco Securities, Nationwide Investment Services, MassMutual, and Unum. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, education, recordkeeping, and Guided Pathways Advisory Services, using investment advice developed by Morningstar Investment Management and supporting over 40,000 participants through a multi-team advisory structure.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

Joshua Smith is a financial advisor with Silver Oak Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America, Inc. and community-related involvement with organizations like Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and Strategist models with operational features such as ongoing model monitoring and automatic investment processes.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Matt Milosevich II is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Independent Wealth Management, Fidelity and Guaranty Life, and UBS Financial Services. Outside of AlphaStar, he owns and operates HPY Financial Solutions, providing financial consulting and life insurance services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches using diversified portfolios, supported by third-party technology and unaffiliated subadvisers.

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Kurt Petricek is a financial advisor at Zacks Investment Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guggenheim Funds Distributors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through its extensive wholesaling and model business.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. in Phoenix, AZ, holding a Series 66 designation with 13 years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Chase Investment Services Corp. Outside of her advisory work, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm utilizes multiple managed account programs and offers both discretionary and non-discretionary investment options, with a focus on integrating its affiliation with UMB Bank into its fixed-income and municipal advisory practices.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at ICMA-RC Services, LLC, Leafhouse Financial Advisors, LLC, Nationwide Investment Services Corporation, and Principal Financial Services. Outside of his advisory work, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Andrew Hansen is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Foundations Investment Advisors, AE Wealth Management, and Summit Wealth Partners. Outside of advisory work, he is president of Hansen Logistic, Inc., a contracted service provider for FedEx Ground. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs discretionary portfolio management using proprietary models and third-party managers, integrating strategies such as modern portfolio theory and quantitative analysis.

Tanner Welch is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, and Merrill. He was previously involved with an LLC related to fixed index annuities commissions, which will be closed after tax filings are completed. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, and charitable organizations, offering investment management, financial planning, and consulting services. The firm emphasizes tailored portfolio strategies through various analysis techniques and may allocate client assets to third-party or affiliated sub-advisors.