Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Matt Milosevich II is a financial advisor with AlphaStar Capital Management and holds Series 66 and Series 65 licenses. He has seven years of industry experience, including prior roles at HPY Financial Solutions, Advisory Alpha, and Independent Wealth Management. Outside of his advisory work, he owns HPY Financial Solutions, where he provides financial consulting and life insurance services. AlphaStar Capital Management serves a diverse client base, including high-net-worth individuals, businesses, and retirement plans, offering discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches and utilizes third-party portfolio construction tools while managing approximately $2.5 billion in assets.

Kevin Williamson is a financial advisor at Parallel Advisors, LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. for 16 years and Wells Fargo Investments, LLC for one year. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Jeff Burch is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. In addition to advisory work, he is involved in insurance sales. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and unique circumstances, and integrates advisory services with affiliated tax, estate, and insurance professionals.

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Raymond James Financial Services, Inc. for 16 years. Outside of advisory work, he is involved in several business ventures, including ownership of support companies and serving as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies with flexibility for shorter-term trading, using diversified portfolios and a combination of discretionary and non-discretionary management, often implementing strategies through independent managers and third-party platforms.

Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises LLC. 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, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.

Curtis Smith is a Series 66-credentialed financial advisor at Avior Wealth Management, LLC in Scottsdale, AZ, with 22 years of industry experience. His career includes roles at firms such as Raymond James Financial Services and Wells Fargo Investments. He is also the owner of Clearview Financial Group LLC. Avior Wealth Management serves a diverse client base including individuals, institutions, and banks, offering investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and utilizes both direct portfolio management and separately managed account models.

Jay Klavene is a financial advisor at USAA Investment Services Company with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining USAA, he worked at firms including Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Dennis Song is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Advisory Services Network since 2021 and previously worked at Heritage Wealth Advisors and Altria. In addition to his advisory role, he serves as managing director of Song Capital Management, providing tax preparation, compliance, and business development services. Advisory Services Network delivers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to client objectives and risk tolerances.

Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. 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 sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.

Chloe Berentsen is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and four years of industry experience. She has been with United Capital since 2018, with prior work experience outside the financial industry. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized asset allocation strategies and offers a range of affiliated services, including legal, trust, lending, and technology platforms for independent advisors.

Stephanie Linkenheld is a financial advisor at Avior Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird and Raymond James Financial Services Advisors. Outside of finance, she has professional experience with CorePower Yoga and State 48 Lager House. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banking institutions. The firm employs a fundamental investment approach with a mix of direct portfolio management and separately managed account models, offering both discretionary and non-discretionary services.

Adam Degiorgio is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to clients’ risk tolerances and unique circumstances.

Brandon Soares is a financial advisor with Trek Financial in Scottsdale, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Bulwark Capital, Agent Legend, Zillow Group, and Kent Youth and Family Services. He holds a life and health insurance license. Trek Financial serves individual, high-net-worth clients, and 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 evidence-based models and artificial intelligence tools, and provides a range of alternative investment options and hedging strategies.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Catherine Lopez is a Series 66 licensed financial advisor with 24 years of industry experience. She currently works at USAA Investment Services Company and has held roles within various USAA entities since 2016. Outside of her advisory work, she is a co-owner of Treasure Trolls LLC, a resale business operating through multiple online platforms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers rather than managing client assets directly.

Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Paul Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Since 2011, he has owned Paul Rutkowski, LLC, a business managing bookkeeping and expenses related to his advisory and insurance practice. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and acts both as an adviser to outside RIAs and as a manager of private pooled investments, including private markets and impact investments.