Kyle Walters is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Northern Trust Securities since 2022 and previously held roles at Edward Jones and E*TRADE Capital Management and Securities. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios including Separately Managed Accounts and Fund Strategist Portfolios delivered via the Fidelity Managed Account Xchange platform.

Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

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.

Reed Austin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Universal Wealth Management LLC, The Leaders Group Inc, AMS, and RMA Capital LLC, where he is also an investor in an e-commerce business selling products on Amazon. He serves as a Regional Vice President for an insurance-related firm specializing in annuity marketing. 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, employing model portfolios and an asymmetric rebalancing approach while incorporating third-party sub-advisers and custodians.

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.

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.

Michael Renner is a financial advisor with Capital Analysts who holds Series 63, Series 65, and Series 66 licenses and has 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 1999. Outside of his advisor role, Renner is involved in the sale and service of fixed insurance products and Medicare supplements and serves as president and director of an insurance corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and firm-managed programs.

Daniel Murphy is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Foundations since 2017. Outside of his advisory role, he is a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, tax coordination, and sub-advisory services through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. 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 and advisor-level fee arrangements.

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.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.