Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.

Alano Massi is a CFP® professional with 12 years of experience in financial advising, currently with Dynamic since 2017. Prior to this, he worked at Steel Peak Wealth Management from 2014 to 2017. In addition to his advisory role, he manages Palm Capital Management LLC and operates as a licensed independent life insurance agent involved in insurance product sales and education planning. Dynamic serves a wide range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides discretionary and non-discretionary management, financial planning, and extensive support services for unaffiliated registered investment advisers.

Alexandra Kroot is a CFP® professional with five years of industry experience. She has worked at Wedmont Private Capital since 2022 and previously spent five years at The Vanguard Group. Outside of financial advising, she is an owner and partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a primarily passive, tax-aware approach based on modern portfolio theory and is notable for its fixed-fee structure and selective use of specialized outside-manager strategies.

Jason Gove is a financial advisor at Capital Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, and Cole Capital Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and ETF-based portfolios, with specialized in-house resources for estate and tax planning support.

Bonnie Clark is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 10 years of industry experience. She has worked with Kratos Wealth Management and Gradient Advisors since 2016 and owns Kratos Wealth Management and Kratos Financial Solutions, which provide retirement planning, investment advisory, and insurance services. Clark also serves as a mentor for local small businesses through SCORE and is the secretary of the Christian Business Partners Temecula Chapter. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a non-discretionary model that incorporates risk analysis and multiple investment strategies.

Mark Nickles Jr. is a financial advisor with PFG Advisors, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Bank of America, Merrill, Wells Fargo, and Nexus 21, Inc. He is based in Phoenix, AZ. 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 investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and multiple analysis methods.

Athanassios Panagiotakopoulos is a financial advisor with Dynamic in Phoenix, AZ, holding a Series 66 designation and 15 years of industry experience. He has worked at Dynamic Wealth Advisors since 2019 and is also associated with Pathlight Investors, LLC. 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 a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and support for other advisers.

James Danovich is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp and Calton & Associates, Inc., and has operated his own accounting and tax practice, Danovich Financial and Tax Services, PLLC, since 1991. He also served the Byzantine Catholic Eparchy of Phoenix for five years. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 advisers. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across a variety of asset classes and multiple implementation options.

Tracy Cuda is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, and Cue Financial Group, where she has also served as senior vice president. She is involved in trust services as trustee of the CUDA Family Trust for Mom. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers with a focus on macro allocation using index-based ETFs, supported by integrated technology platforms and multiple marketplace partnerships.

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.

Brian Bowen is a financial advisor at Dynamic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing a long-term, client-specific investment approach and notable support for other advisers through integrated technology and outsourced services.

Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has been with Dynamic Wealth Advisors since 2016. Prior to joining Dynamic, she worked at ANCHOR Compliance Support, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers a range of portfolio management and advisory services, emphasizing a client-specific, long-term investment approach and also provides support and technology solutions for other advisers.

Chrysta Andrade is a financial advisor at Root Financial Partners with three years of industry experience and holds a Series 65 credential. She previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Andrade serves as a board member for Domestic Violence Control Alt Delete, a nonprofit organization involved in fundraising and community support activities. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk tolerance, and offers educational programs and specialized portfolio management options.

Patrick Eng is a financial advisor at Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Perspective Financial Services, LLC for 17 years and at Thrivent Advisor Network LLC dba Perspective Financial Services for one year. 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 and offers services such as financial planning, family office and corporate consulting, and portfolio management using a variety of investment vehicles.

Michael Mazzella Jr. is a ChFC® with 42 years of industry experience and serves as an advisor at Dynamic. His prior work includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also involved with Benefixx LLC, an insurance agency. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and support services for other advisers, emphasizing a long-term, client-specific investment approach and technology-driven outsourcing solutions.

William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advisory work, he serves as a director of BCI Management, Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds portfolios tailored to client objectives and employs model portfolios and overlay management through multiple platforms.