Richard Rogers Jr. is a financial advisor at Brookwood Investment Group with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookwood since 2023, with prior roles at Belpointe Asset Management and Wells Fargo Clearing. Rogers is also involved with Brookwood Insurance Group, an insurance agency specializing in fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management, financial planning, and retirement advisory services. The firm uses a range of investment strategies tailored to client objectives and operates multiple affiliated businesses alongside its advisory services.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® and Series 65-licensed advisor at Dynamic with six years of industry experience. He has been with Dynamic Wealth Advisors doing business as Oxford Financial Planners since 2020. Outside of his advisory work, he is a 50% owner of Allison Ragsdale Photography LLC, a business unrelated to investing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, as well as unaffiliated registered investment advisers. The firm employs a client-specific, long-term portfolio construction approach and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support for other advisers.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has two years of industry experience. In addition to his financial advisory role, he serves as a combat engineer in the United States Army and works as an insurance agent focusing on life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Scott Pilvinis is a CFP® professional with eight years of experience in financial advising. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2022. Prior to this, he held roles at PSP Financial Services LLC and PSP & Associates, Inc. Outside of advising, he is also active as an insurance agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both proprietary and third-party model portfolios, offers access to private placements, and employs a variety of investment analysis techniques while delegating day-to-day trading to sub-advisers when appropriate.

Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. 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 and supports both discretionary and non-discretionary account management.

Lenny Letcher is a financial advisor with Packerland Brokerage Services, Inc. in Surprise, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Linda Field and Associates, alongside ownership of multiple tax preparation and accounting businesses. Outside of financial advising, he serves as president of a nonprofit organization and is a member of the board of a child development center. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and third-party relationships, managing over $900 million in client assets.

Stephanie Mitzel is a financial advisor at St. Bernard Financial Services, Inc. in Phoenix, AZ, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc. from 2014 to 2019 before joining St. Bernard Financial Services in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation, typically involving clients collaboratively in portfolio decisions.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. 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 implementing exposure through index-based ETFs with periodic rebalancing.

John Boothby is a financial advisor with PFG Advisors and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Morgan Stanley and two years at Merrill. He currently works in the Phoenix, AZ area. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers and turnkey platforms, utilizing model portfolios and index-based ETFs alongside fundamental and technical analysis.

Christopher Henderson is a financial advisor with Wedbush Securities Inc. in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously spent seven years at Banc of America Investment Services, Inc. Outside of his advisory role, Henderson serves as an assistant coach for a travel hockey team in Scottsdale, AZ. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and research services along with custodial, clearing, and prime services.

Joe Myers is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Independent Financial Group before joining IPI in 2020. Myers is the sole owner of Myers Investment Group, which has offered securities and insurance products since 1994. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Christian Harris is a CFP® with five years of industry experience currently advising at IHT Wealth Management LLC. His prior roles include positions at Heritage Family Offices, LLP, Heritage Wealth Management, LLC, Merrill, and Young Life. Harris has also worked at Arizona State University and in digital marketing with ZOG Digital. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization tailored to clients’ objectives and risk tolerances.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Vincent Yackanin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brookwood Investment Group in Phoenix, AZ. His prior roles include positions at Northwestern Mutual Wealth Management Company and Dovetail Capital Management LLC. He is also a licensed insurance producer involved in the sale of non-variable life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies tailored to client needs.

Anthony Dages is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JPMorgan Chase Bank and Bright Wealth Management. Before transitioning to finance, he spent seven years at In-N-Out Burger. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach.

Matthew Tucker is a CFP® professional with 11 years of industry experience, currently with Foundations Investment Advisors LLC since 2019. He previously worked at Saturn Wealth, LLC, AE Wealth Management, LLC, and The Vanguard Group, Inc. In addition to his advisory role, he is an independent insurance agent involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to tailor investment advice.

Meg Davidson is a financial advisor with Chicago Partners Investment Group LLC and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including a lengthy tenure at Borthwick Associates, Inc. Prior to joining her current firm, she worked for 37 years at Borthwick Associates. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, and institutional clients, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified investment approach that combines fundamental analysis with quantitative portfolio construction across various asset classes.