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 with Capital Analysts in Phoenix, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Lincoln Investment, Pruco Securities LLC, The Prudential Insurance Company of America, Perspective Financial Services LLC, and JP Morgan Securities LLC. He is also the owner of Cornerstone Financial Services, a marketing business related to the investment field. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house investment management and research team that employs proprietary screening processes.

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.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Soltis since 2020. Prior to that, he was with TIAA-CREF and Tiaa from 2016 to 2020. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individual and institutional clients. The firm employs a Modern Portfolio Theory approach combined with quantitative and qualitative analysis, providing a diverse range of investment options and regular client communications.

Jeffrey Wilhelms is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010. Additionally, he is involved in fixed insurance sales, including life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment research and a proprietary mutual fund screening process, and it maintains a close affiliation with Lincoln Investment.

Robert Raimondo is an investment advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookwood since 2022. Raimondo is also involved in managing and selling fixed insurance products through Belpointe Insurance LLC, a company he founded in 2009. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 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 and supporting a team of 24 professionals.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Center Street Advisors, Inc and Montini and Farrah Tax Advisory Group. Outside of his advisory role, he operates Roberts Tax and Retirement Planning, where he provides retirement and tax planning services, conducts monthly Social Security seminars, and prepares tax returns. He also serves as an adjunct faculty member teaching business courses at Grand Canyon University. Arete Wealth Advisors offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and provides comprehensive portfolio management and retirement plan advisory services.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Theron Hall Jr. is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, using a combination of fundamental and technical analysis alongside strategic asset-allocation frameworks.

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.

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.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked in mortgage-related roles at Nexa Mortgage, Amerifirst Financial, and Finance of America Mortgage. Outside of advisory services, he works part-time assisting clients with mortgage planning and loan comparison. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a diverse client base using discretionary portfolio management and a combination of strategic and tactical asset allocation with various analytical approaches.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

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.

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 at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

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.