Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.

Jeffrey Brown is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. He has worked at several firms, including Flat Iron Wealth Management and SCF Investment Advisors, and also manages operations at Infinity Accounting & Tax Specialists, a CPA firm. Brown serves as an independent board member and audit committee chair for Virtra, Inc., a company specializing in firearms simulation training. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation, value investing, and various analytical methods to tailor portfolios based on clients’ risk tolerance, tax strategy, and time horizons.

Anthony Markham is a financial advisor at Northern Trust Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Trey Holman is a financial advisor at Creativeone Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creativeone Wealth in 2025, he founded and continues to work at Holman Wealth Management, where he also engages in insurance sales and services. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Robert Soules is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has previously worked at Key Retirement Solutions and Bankers Life Advisory Services, Inc. Outside of his advisory role, he is involved in insurance sales focused on Medicare-age individuals. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a range of asset-allocation strategies and third-party platforms.

Martin Bender II is a CFP® with 29 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. His prior roles include positions at Fidelity, Accelerated Capital Group, and Ashton Thomas Private Wealth LLC. Outside of his advisory work, he serves as secretary for a local bowling league in Mesa, AZ. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm offers customized investment management and financial planning services, employing a strategic asset allocation approach based on Modern Portfolio Theory.

Deborah Bishopp is a CFP®-certified financial advisor with 37 years of industry experience. She is currently affiliated with Gradient Securities, LLC and Impact Wealth Advisory, PLLC, where she has held leadership roles since 2015 and 2018 respectively. Bishopp is also involved in business networking through a membership committee role with Business Network International. Gradient Securities, LLC, operating as Gradient Wealth Management, provides non-discretionary financial planning, consulting, and asset management services to individuals and institutional clients. The firm utilizes third-party managers and offers ERISA plan services, combining advisory and broker-dealer activities with a broad network of affiliated entities.

Kelley Belmonte is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and World Equity Group, Inc. Belmonte also owns rental property that she occasionally rents to friends and family. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Bert Goldberg is a financial advisor at Lifemark Securities Corp. with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Lifemark since 2007. In addition to his advisory role, he has worked as an independent insurance agent since 1972, focusing on life, disability, and health insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of investment programs tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Charles Rainey is a financial advisor at PFG Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group, Inc., Osaic Wealth Inc., and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves the use of model portfolios and third-party managers, emphasizing macro allocation and index-based ETFs, supported by routine monitoring and rebalancing.

Sally Putnam is a CFP® professional with 22 years of experience in the financial services industry. She is currently affiliated with The AmeriFlex Group and has held roles at Cambridge Investment Research, OSAIC, SagePoint Financial, NOW Financial, Principal Securities INC, and Principal Life Insurance Co. She is also involved with NOW Financial, where she provides divorce planning services and holds a board member position. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Ashman Murti is a CFP® certificant with seven years of industry experience. He currently works at Facet and previously held roles at The Vanguard Group, Charles Schwab, and Fidelity Investments. 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 employs model-based asset allocations focused on ETFs and leverages technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolio management and regular account reviews.

Kyle Trueba is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with PFG Advisors and has held previous roles at United Planners, SECURITIES AMERICA, Inc., Equitable Advisors, Axa Advisors, Merrill, and Bank of America. He is also involved with his own business, Sliced Limes. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who deploy firm-developed model portfolios or third-party managers, often combining top-down macro allocation with index-based ETFs and multi-platform investment solutions.

Jakob Wagner is a CFP® professional with one year of industry experience, currently with The AmeriFlex Group in Tempe, AZ. His work history includes roles at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. Outside of his advisory role, he is associated with Zweifel Investments LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary or non-discretionary manager relationships.

Pierre Brachet is a CFA® charterholder with one year of experience at Modern Wealth Management, LLC. He has worked in the financial industry since 2015, including an 11-year tenure with Public Safety Financial Galloway. Outside of finance, he is a 50% owner and bookkeeper for Giggle and Grow Preschool and Child Care in Gilbert, AZ. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, offering discretionary and non-discretionary investment management alongside tax, estate, and insurance-related services through affiliated entities.

James Taylor is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Compound Planning, Inc. He has held prior roles at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, Brighton Jones, Taylor Financial, and Merrill. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process that incorporates a range of strategies and technology-driven portfolio oversight.

Johanny De Jesus is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Modern Wealth Management in 2026, Johanny worked at Edward Jones from 2011 to 2025. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and various management strategies.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.