Charles Morris is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently with Summit Wealth Group LLC and Purshe Kaplan Sterling Investments and has previously worked with Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and partial owner of family timber and sawmill companies. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach that integrates asset allocation, fundamental, technical, and quantitative strategies, often utilizing third-party money managers and sub-advised models.

Jeffrey Wasson is a Certified Financial Planner® with 27 years of industry experience, currently advising at Northern Trust Securities, Inc. since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm provides a variety of managed account solutions using both proprietary and third-party investment products, with a governance process that oversees model providers and reviews client portfolios at least annually.

Vincent Annable is a financial advisor at Transce3nd LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Realta Equities, Coastal Investment Advisors, and Center Street Advisors. Outside of his advisory role, he owns and produces the Your Money Manual podcast and is involved in consulting and educational activities related to endowment models and family office advisory. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, providing comprehensive investment management and financial planning services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis and accesses third-party managers through AE Wealth Management’s platform.

Alexandra Abraham is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 license with four years of industry experience. Her work history includes roles at Agent Legend, Zillow Group, and DripCatch. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a wide range of systematic strategies and alternative investment options.

Samuel Gabrielson is a CFP® professional affiliated with Trajan Wealth, L.L.C. in Scottsdale, AZ, with nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. Gabrielson is also licensed to sell various insurance products and engages in insurance sales alongside his advisory duties. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and selective mutual funds, tailoring portfolios to client-specific risk tolerances and financial circumstances.

Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.

Cameron Grandpre is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Mutual Advisors, LLC. His prior experience includes roles at Fidelity Investments, Commonwealth Financial Network, and Hosler Wealth Management, among others. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans with a range of services including asset management and financial consulting, employing a mix of passive and active investment strategies tailored to client objectives.

Jagger Colarossi is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at The Vanguard Group, Inc. and UTC Aerospace Systems. Outside of advisory work, he is involved in insurance sales, dedicating part of his time to the sale of various insurance products. Trajan Wealth, L.L.C. serves individuals and retail investors, including high-net-worth clients, 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’ individual circumstances and coordinated planning involving affiliated tax and estate professionals.

Wayne Brunt is a financial advisor at Creativeone Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Custom Financial Solutions, Change Path LLC, Coventry Financial Group, LLC, and Packerland Brokerage Services. Outside of advisory services, he is an independent agent involved in the sale of life insurance and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies in its portfolio management.

Grant Twogood is a CFP® professional with eight years of experience in financial advising. He is currently affiliated with EverSource Wealth Advisors, LLC and has prior experience with Equitable Advisors and Axa Advisors, LLC. His background also includes a role at Grand Canyon University. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2020 and has been associated with Capital Choice Financial Services since 2018. Outside of his advisory role, Walsh serves as president of AZ Cash Coach, a budget coaching and counseling business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, fixed income, and selective use of options or short sales.

Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.

Chase Gelardi is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. His prior experience includes roles at Goldman Sachs and The Vanguard Group, INC. There are no additional outside activities noted. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and regular portfolio reviews.

Camille Toschi is a Series 66-licensed financial advisor at LifeMark Securities Corp. with five years of industry experience. She has worked with LifeMark since 2021 and also operates as an independent insurance agent. Her prior experience includes roles at Thrivent Financial and Original ChopShop Co. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s investment advice is suitability-driven and tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Nicholas De La Vara is a CFA® charterholder with six years of industry experience, currently serving as a wealth advisor at Ashton Thomas Private Wealth. His career includes roles at The Vanguard Group and M. S. Howells & Co, among others. In addition to his advisory work, he is active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, Arizona. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager platform approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies such as options and selective cryptocurrency exposure.

Steven Conners is a financial advisor at CoreCap Advisors with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated entities since 2016. Additionally, he operates Conners Wealth Management, Inc., where he is involved in insurance sales including life insurance, indexed annuities, long-term care insurance, and Medicare supplements. He also participates in efforts to provide basic life insurance through ventures like Legacy Life and Digital BGA. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach that includes mutual funds, ETFs, individual equities, bonds, and selective use of options or short sales.

Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.

Daniel Moskow is a financial advisor at SeaCrest Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and uses both human review and artificial-intelligence tools to support investment decisions.

Karen Mcdade is a CFP® professional with 33 years of industry experience, currently serving at Ashton Thomas Private Wealth. Her prior roles include positions at Thrive Planning LLC and M. S. Howells & Co. She is also affiliated with Ashton Thomas Insurance Agency. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, utilizing a range of strategies and third-party managers through its Amplify Platform.