Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Cerner Corporation and has served as a board member for the Fore the Kids KC charity and as a mentor for the National Alopecia Areata Foundation. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Dylan Raddatz is a CFP® and holds a Series 63 license with 11 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at firms including Fidelity Investments, State Street Global Advisors, and The Vanguard Group. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware strategies and integrates proprietary AI tools into client interactions and portfolio management.

Cody Elbert is a financial advisor at Abacus Wealth Partners in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Merative, IBM, US Bank, and Erpelding Voigt & Co., as well as work at the University of Northern Iowa and a family-owned well drilling business. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs an asset-class investing approach based on academic research, utilizing mutual funds, ETFs, and passive institutional funds, along with ESG screening and impact investing integrated into client portfolios.

Joshua Mathias is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes long-term roles at Principal Financial Group and Princor Financial Services, as well as recent positions at Cambridge Investment Research and OSAIC. Mathias is also involved in several wealth management businesses in Phoenix, including ownership of Harris Mathias Wealth Management. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jeffrey Stone Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining the firm, he worked at American Express and Grand Canyon Education. Outside of his advisory role, he owns and operates Stone Pickleball Academy, where he provides private pickleball lessons. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm operates primarily via platform relationships with Envestnet and Pershing, providing access to model portfolios and third-party managers.

Michael Larriva is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. He previously worked at Perspective Financial Services, LLC from 2007 to 2023 and has been associated with Thrivent Advisor Network LLC since 2023. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining third-party manager due diligence with both discretionary and non-discretionary portfolio management aligned with clients’ objectives.

Ted Rifkin Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha since 2020. Outside of his advisory role, he performs as a live musician. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs through a platform relationship with Envestnet. The firm serves a broad client base with a variety of managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. She previously worked at LPL Financial LLC dba Chichester Financial Group LLC, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group LLC, totaling over a decade in the financial services industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, employs a primarily long-term investment horizon, and integrates AI productivity tools under human oversight in its advisory process.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Joseph Olivo is a CFP®-credentialed financial advisor at Facet with seven years of industry experience. He has previously worked at firms including Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. Outside of his advisory work, he owns a mortgage brokerage business in Goodyear, AZ. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of financial planning areas. The firm employs model-based asset allocations utilizing ETFs and technology-driven processes, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

J. Flynn is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co. Inc., Davidson Investment Advisors, Inc., and D.A. Davidson & Co. Flynn serves as a lay board member for the Endowment Foundation of The Episcopal Diocese of Montana, an investment-related role. Moors & Cabot provides portfolio management and financial planning services to retail and high-net-worth individuals, as well as corporations, pension plans, trusts, estates, and charitable organizations. The firm employs various analytical methods and strategies, utilizing both third-party and affiliated sub-advisors, and offers advisory services on discretionary and non-discretionary bases.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.