Chad Sewell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. Prior to joining IHT, he worked at Fidelity Brokerage Services LLC from 2012 to 2018. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and a range of investment strategies supported by a network of approximately 153 advisors.

Cindy Bryant is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., and The AmeriFlex Group. She is also an owner of Momentum Financial Partners, a separate investment-related business. 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 multiple program platforms.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Allstate Financial Advisors, Merrill, Wells Fargo Investments, Edward Jones, and Northwestern Mutual Investment Management. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm employs diversified portfolios using mutual funds, ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary management.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including 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, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked for 30 years at FSC Securities Corporation. His other business activities include offering fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates, providing discretionary portfolio management, financial planning, and consulting services. The firm uses both fundamental and technical analysis to build customized portfolios with tactical adjustments and selective hedging tailored to client-specific factors.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, 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, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate 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 and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Michael Roberts is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including The Strategic Financial Alliance, Inc. and Triad Advisors, Inc. Outside of advising, he consults for the motion picture and TV industry on budgeting, film locations, tax incentives, and tax credits. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical analysis, offering clients flexible implementation options and regular portfolio reviews.

Jory Head is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Sage Point Financial and Capital Financial Services, Inc. Head is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies via model asset allocations, managed accounts, and both wrap and non-wrap solutions.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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.

Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Caleb Jelcick is a financial advisor with McAdam LLC in Phoenix, AZ, holding a Series 65 designation and five years of industry experience. Before joining McAdam in 2021, he worked in various roles across multiple industries, including hospitality and retail. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using fundamental analysis and incorporates a range of investment strategies, including less liquid assets and cryptocurrency exposure.

Jason Smith is a CFP® professional with 30 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2019. His prior roles include positions at VOYA Financial Advisors and Sji Financial Services, Inc. Outside of financial advising, he is a self-published author of a book reviewing Genesis 1-11 and is involved in life insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and investment strategies tailored by its advisors.