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.

Kevin Hutton is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has prior experience at Joshua Income Management and Ronald J Phillips Insurance Services, Inc., where he held roles involving managerial duties and insurance product offerings. Hutton is also owner and vice president of Joshua Income Management, where he has recently begun incorporating advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of proprietary and third-party investment models and strategies, supported by tailored suitability assessments and regular portfolio rebalancing.

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.

Richard Pyle is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding the ChFC® designation and Series 65 license, with 10 years of industry experience. He previously worked at Wellspring Financial Partners for seven years before joining Ashton Thomas in 2022. Outside of advising, he is involved in tax preparation and operates an online clothing retail business. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and expanded family office services, using a range of investment strategies and offering back-office support through its Amplify Platform.

Charles Robinson is a CFP® with 18 years of industry experience, currently serving at Keel Point, LLC since 2023. He previously worked at Sensible Money, LLC for eight years. Robinson is an unpaid special advisor to the Retirement Income Industry Association board, where he consults on education programs and retirement planning topics. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to implement strategic and tactical asset allocations across various programs, with capabilities including discretionary and non-discretionary portfolio management, financial planning, and corporate retirement consulting.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. 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 services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Steven Puckett is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with firms such as Client One and FSG Financial Services, Inc. Outside of advisory work, he co-owns FedSmart Retirement, which provides education on federal employee benefits and retirement planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and employs both fundamental and technical analysis alongside various asset-allocation strategies.

Nathaniel Facarazzo is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Futurity First Insurance Group since 2016 and Regal Investment Advisors from 2014 to 2016. Outside of advisory work, he is involved in the solicitation of fixed and indexed life and annuities through various communication channels. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of nearly 100 advisers who implement diversified investment strategies within a structured risk framework.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

Cameron Enriquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Lux Wealth, Northwestern Mutual Investment Management, Northwestern Mutual Life Insurance Company, and Learnvest Planning Services. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and customized portfolio management services primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs long-term strategies using a range of investment vehicles and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.

Michael Harty is a CFA® charterholder with 16 years of industry experience. He has been with CW Advisors, LLC since 2019 and previously worked at Charles Schwab Bank and Charles Schwab from 2010 to 2019. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach integrating active, passive, quantitative, and ESG strategies and provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets and investment banking services, with a focus on international investing through its EPC Advisors Group division.

Nancy Reagan is a financial advisor with USAA Investment Services Company in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA-affiliated entities since 2012. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Timothy Sperling is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 65 license and has previously worked at Triad Advisors and Clear Stream Advisors. In addition to his advisory role, he is CEO of Saguaro Business Development LLC, focusing on business development activities. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, third-party money managers, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supported by an internal portfolio team and provides integrated services including retirement plan consulting and portfolio reporting.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Paul Harding is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Leaders Group Inc, OneAmerica Securities, American United Life, and WealthPoint, LLC. Outside of his advisory work, Harding is also an independent insurance agent advising business owners on equity transfer. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with model portfolio management and third-party manager oversight, while also providing technology and operational solutions for other advisers.