Karli Bradley is a CFP® and Series 66-licensed advisor with 15 years of industry experience. She has been with Retirement Planners of America since 2016. Outside of her advisory role, she is also an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants by providing discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm utilizes an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios built predominantly from ETFs and mutual funds.

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Troy Ray is a financial advisor at Berger Financial Group with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee that employs fundamental analysis, with many accounts managed on a discretionary basis.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Victoria Arguello Solorzano is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Arkadios Capital and RBG Capital LLC, among other firms. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs and third-party manager options. The firm employs multiple analytical approaches and operates an integrated model combining advisor teams, an affiliated broker-dealer, and an internal portfolio team.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Gonzalo De Leon Plata is a financial advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. His career includes roles at Trilogy Capital, LPL Financial, and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, employing a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors. The firm integrates personal and business real estate considerations into its advanced planning and private markets strategies and offers a range of portfolio management and consulting services.

Shannon Mc Laughlin is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch, The Leaders Group, and Boulevard Family Wealth Services. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Benjamin Hunsaker is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has two years of experience in financial advising and has worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. He also serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers services including portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing both fundamental and technical analysis within tailored investment strategies.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and 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 advisor representatives.

Richard Harader Jr. is a financial advisor with StoneX Advisors Inc. in Cave Creek, Arizona, holding a Series 66 designation and 11 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, an investment-related business he started in 2001. Outside of his advisory work, he serves on the board and pastoral leadership team of Trinity Fellowship, a church undergoing 501(c)(3) status. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent financial advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and model-based solutions.

John Stull is a CFA® charterholder with 23 years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously spent 13 years at Autus Asset Management, LLC. 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 fundamental, technical, and cyclical analysis across various asset classes and incorporates technology platforms for tax-efficient portfolio management.

Stewart Preziose is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

Nathan Hines is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Geneva Trading and Integrity Marketing Group. Outside of Impact Partnership Wealth, he serves as Chief Investment Officer at High Point Retirement, focusing on fixed indexed annuities and life insurance as part of retirement planning. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, using a third-party platform for trading and compliance functions.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.

Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc. based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Geneos, he worked at Schooner Financial Associates. Outside of his advisory role, Tolzman is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.