James Burgett is a financial advisor with The AmeriFlex Group in Phoenix, AZ, holding a Series 66 license and six years of industry experience. Prior to joining AmeriFlex, he held roles at multiple firms including Harris Mathias Wealth Management and Cambridge Investment Research. Outside of his advisory work, Burgett is involved with Scott Harris Financial Group PLLC, providing consulting and coaching services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations.

Brian Trimble is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Raymond James Financial Services, Inc. for 16 years before joining OneSeven and Fortune Financial Services. Outside of his advisory work, he is the owner of support companies BT Financial and Primary AZ Financial, and serves as a successor trustee for his parents' living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, stocks, and bonds, along with access to alternatives and private placements. The firm offers both discretionary and non-discretionary arrangements and is affiliated with MGO Inc., which enhances its retirement plan consulting capabilities.

Brock Baker is a financial advisor at Inspire Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thivent Investment Management Inc., World Equity Group, Inc., and Impact Alliance. He serves as treasurer for Impact Alliance, a nonprofit focused on cultural and language immersion programs for students from Spain. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods while often delegating management to sub-advisors and using affiliated managers and proprietary ETFs.

Dylan Raddatz is a CFP® professional at Range Advisory, LLC with 11 years of industry experience. He has held roles at Fidelity Investments, FLX Distribution, ALPS Distributors, State Street Global Advisors, and The Vanguard Group. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm uses a subscription-based compensation model and incorporates AI tools for portfolio management while maintaining fiduciary responsibility.

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.

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.

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.

Aspen West is a CFP® and holds a Series 66 license with nine years of industry experience. Aspen has worked at several firms including The Vanguard Group, Edward Jones, and currently at Forefront as part of a team. Outside of financial advising, Aspen serves as CFO and Director of Operations for Leak Science, LLC, where responsibilities include overseeing the company’s financials and operations. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services, employing customized portfolios and integrating related businesses such as tax and insurance partners.

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.

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.

Joseph Olivo is a CFP® professional with seven years of experience in financial advising. He is currently with Facet and previously held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. In addition to his advisory work, Olivo owns and operates a mortgage brokerage in Goodyear, AZ. 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 through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolios and regular account reviews.

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 currently works at Capital Investment Advisors, LLC and previously held roles at The Vanguard Group and USAA Financial Planning Services. Capital Investment Advisors, LLC serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm uses a centralized portfolio approach with ETF-based models and offers specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Justin Carlson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Magellan Financial since 2022 and has been affiliated with Foundations Investment Advisors, Fusion Investment Advisors, and Arizona Lighting Innovations, LLC. Outside of his advisory work, Carlson is involved as a minority owner and manager in Arizona Lighting Innovations, a business-to-business company specializing in energy-efficient lighting retrofits, and holds investor interests in several restaurant and bar ventures in Arizona. Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement tailored investment strategies.

J. Flynn is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. He serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and consulting services with a flexible approach to portfolio management that includes discretionary and non-discretionary arrangements and the use of third-party sub-advisors.

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.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.