James Devary is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at A.G.P./Alliance Global Partners and National Asset Management. He serves as treasurer and board member for the United War Veterans Council and its foundation, and he is involved in non-investment ventures including a CBD/hemp supplements advisory board and ownership in a non-medical caregiving franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

John Chichester Jr. is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Maridea Wealth Management in Phoenix, AZ, where he has worked since 2026. Prior to this, he held roles at LPL Financial, Dynamic Wealth Advisors, Cetera, Trustbank Wealth Management, and First Allied. He also serves as an adjunct professor at Northern Arizona University and operates a CPA firm specializing in tax preparation and accounting. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates individual securities or sub-advisers when appropriate, and applies a primarily long-term investment approach supplemented by AI tools and coordination across affiliated tax and insurance entities.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Ann Martin is a financial advisor with PFG Advisors, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at SECURITIES AMERICA, J.W. Cole Financial, and currently United Planners, alongside ownership of Brogan Martin Holdings. She serves as a trustee for Fandango Trust, focusing on estate planning, and is a member of the BNI networking group in Queen Creek, AZ. 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 both discretionary and non-discretionary account management.

Ginger Noteboom is a financial advisor at Encompass More Asset Management LLC with 11 years of industry experience. She holds a Series 65 designation and has previously worked at firms including Verity Asset Management, Appreciation Financial, McCauley Investment Advisory, and Cook Financial Services. Noteboom is also active as an independent insurance agent involved in health and life insurance sales and employee benefits education. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary and third-party investment models, offering a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Bradley Burr is a CFP® with 38 years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC. His prior roles include positions at Ashton Thomas Private Wealth, M.S. Howells & CO, Sagepoint Financial, and Lovitt & Touche. Outside of advising, he is a licensed insurance agent and works as an independent contractor driving for ride-share services. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis and focuses exclusively on individuals and HNW investors.

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for The Vanguard Group, Inc. for 11 years prior to joining Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services, utilizing both proprietary and third-party investment products.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding the ChFC® designation and Series 63 and 65 registrations. He has 26 years of industry experience, including roles at Securities America, LPL Financial, and Tempe Schools Credit Union. Landis has also operated under marketing names such as Landis Wealth Advisors and Landings Financial Services. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who implement model portfolios or select third-party managers, employing a top-down macro allocation approach with index-based ETFs and multiple marketplace platforms.

Robert Horstman is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TIAA-CREF, Tiaa, and Cetera Wealth Services. Horstman also holds a fixed insurance and annuities position, incorporating these products into client financial plans as appropriate. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, 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.

Owen Farnsworth is a financial advisor at PFG Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including United Planners Financial Services, U.S. Bancorp Advisors, and Securities America. Outside of his advisory role, Farnsworth provides part-time bookkeeping services through MSB Capital LLC and DirtFX LLC. 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 utilizes model portfolios and third-party managers, focusing on macro allocation and index-based ETFs, with services supported by technology platforms such as Wealth.com and various marketplace providers.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Robert Holman is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his role at CreativeOne Wealth since 2026, he is involved with Advanced Vertical Planning LLC, which provides professional services evaluations. Holman has held long-term roles at Dason Wealth Management and DASON LLC since 2006, where he has been involved in insurance sales and services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Nicholas Piccarreta is a financial advisor at Index Fund Advisors, Inc. with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Index Fund Advisors in 2026, he worked for 14 years at The Vanguard Group, Inc. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm employs a globally diversified, passively managed investment approach using index mutual funds and ETFs, combined with in-house tax services and a values-based Investing for Catholics program.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC in Chandler, AZ, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has worked at Soltis since 2020 and previously held roles at TIAA-CREF and Fidelity. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach combined with quantitative screening and qualitative manager due diligence to manage roughly $13 billion in client assets.

Jeffrey Wilhelms is a financial advisor with Capital Analysts in Tempe, Arizona, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC and Voya Financial Partners, LLC. In addition to his advisory role, he has engaged in fixed insurance sales and trailing compensation activities involving life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes roles at Principal Financial Services, Empower Financial Services, Discover, and Wells Fargo. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models to deliver advice and benefits from operational integration with affiliated entities within the Principal Financial Group.