William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Eric Gauthier is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Apollon, he worked at Terra Wealth and Val Vista Capital Management and has ownership in Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors. The firm serves individuals, families, businesses, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a variety of investment approaches including ESG risk models, tax-managed Direct Indexing, and technology-enhanced research.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach to manage client investments.

Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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 manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Michael Halliday is a financial advisor with Integrity Advisory Solutions in Mesa, AZ, holding a Series 65 license and one year of industry experience. He has been a partner and attorney at Morris Hall, PLLC since 2018 and previously worked at Halliday Law, PC. In addition to his advisory role, he manages a life and health insurance business, meeting with clients on disability and life insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of asset allocation strategies and third-party platforms.

Shanna Reed is a financial advisor at Maridea Wealth Management with 15 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Edward Jones. In addition to her advisory role, she owns BY HFS, a financial coaching business that offers tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a primarily long-term investment horizon, and integrates AI tools under human oversight to support research and administrative functions.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, and uses a range of analytical approaches to manage client assets, including firm-sponsored programs and third-party money managers.

David Hughes is a CFP®, CFA®, and Series 65 registered advisor with nine years of industry experience. He currently works at Dynamic and previously held roles at Goldman Sachs Personal Financial Management and Ronald Blue & Co. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through integrated technology and operational resources.

Renaurd Reynolds is a financial advisor with CoreCap Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at CoreCap Investments, Guideline Wealth Management, Ameritas Investment Corp., Spartan Financial Group, and Capital Choice Financial Services. Outside of advisory work, he provides tax and accounting consulting services through his CPA practice. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales, often incorporating sub-advisors and third-party asset managers.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Erick Jimenez is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Asset Preservation Wealth & Tax, Kingdom Financial Group, AXA Advisors, Edelman FINANCIAL ENGINES ADVISORS, and American Express. He is also affiliated with Asset Preservation Tax & Retirement Services, which provides insurance, tax, retirement, and financial planning services. Foundations Investment Advisors, LLC offers 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 with an asymmetric rebalancing approach and sub-advisory relationships to tailor investment solutions.

Alexander Shaw is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Bank of America for ten years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Zachary Jones is a CFP® and ChFC® with 10 years of experience in financial advising. He is currently with Brookwood Investment Group and also associated with Dovetail Capital Management and Brookwood Insurance Group. Prior to these roles, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He holds a license as an insurance producer and is involved with Brookwood Insurance Group, focusing on life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of tailored investment strategies and affiliated businesses supporting a comprehensive advisory model.

Thomas Rindahl is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at PFG Advisors in Tempe, AZ. His career includes roles at United Planners, Securities America, Inc., and LPL Financial. He has maintained his own practice and has worked with TruWest Credit Union since 2009. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party money managers with top-down macro allocation and index-based ETFs, supported by multiple marketplace platforms and an online estate-planning integration.