Michael Mccann is a CFP® with 22 years of industry experience, currently serving at Diversify Wealth Management, LLC. He previously spent 20 years at Perspective Financial Services, LLC and one year at Thrivent Advisor Network LLC. Outside of his advisory work, he is the Chairman of the Board for Friends and Supporters of Troop 30 Inc, a nonprofit organization supporting scouting units, and serves as a board member and volunteer for SEEDS for Autism, Inc. 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 various platforms, offering discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Edward Diaz is a financial advisor with IP Financial Advisory Services LLC in Phoenix, AZ, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include two decades at New York Life Insurance and Securities and nearly two decades running Diaz Strategies - Insurance & Financial Solutions. Outside of advisory work, he is a running coach with Running 2 PRs. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, using a variety of analytical approaches and discretionary management options.

Anthony Rocha is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and credit unions such as Copper State and Canyon. He also serves on the finance committee for Most Holy Trinity Catholic Church in Phoenix. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions, utilizing model portfolios, third-party managers, and a multi-platform approach focused on macro allocation and ongoing portfolio monitoring.

Ricardo Leyva is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Elevated Capital Advisors, The Quantum, and Mutual of Omaha. Outside of his advisory work, he is also involved as an independent insurance agent with The Quantum. 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 employs model-based investment strategies combining proprietary models and third-party sub-advisers across various asset classes, including equities, fixed income, and digital-asset related exposures.

Jayden Durrah is a financial advisor with Capital Investment Advisors, LLC in Phoenix, AZ. He holds a Series 66 designation and has four years of industry experience. Prior to joining Capital Investment Advisors, he worked at Taverick Capital, LLC and Equitable Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house specialists in estate and tax planning, as well as offering access to private investment solutions and formal pension consulting services.

John Durham is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked in various roles within the USAA organization since 2007, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Stokes is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at USAA Life Insurance Company since 2018 and USAA Financial Advisors, Inc. from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches such as fundamental, technical, quantitative, and asset allocation methods to manage portfolios.

Scott Harris is a CFP® professional with 28 years of industry experience, currently associated with The AmeriFlex Group in Phoenix, AZ. His previous roles include positions at Principal Life Insurance Company and Principal Securities Inc., where he spent 13 years, as well as various advisory firms. He serves on the board of Ronald McDonald House Charities in Phoenix. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary or non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.

Sergio Serrano is a financial advisor with Simplicity Wealth based in Phoenix, AZ. He holds a Series 65 designation and has experience working with Simplicity Wealth since 2026, previously being associated with The Vanguard Group from 2017 to 2019. Prior to his advisory career, he held roles outside of finance, including at UC Merced Campus Bookstore and Tonic Night Life Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

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® with five years of experience in financial advising, currently practicing at Dynamic since 2020. Prior to his advisory role, he has been a 50% owner of Allison Ragsdale Photography LLC for over 20 years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and other advisers, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to unaffiliated registered investment advisers through technology, compliance, and research resources.

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., holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and service as a combat engineer in the United States Army. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients as well as qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Pilvinis is a CFP® professional with seven years of industry experience, currently serving at Strategic Wealth Investment Group, LLC since 2022. His prior roles include positions at PSP Financial Services LLC and PSP & Associates, Inc. In addition to his advisory work, he is involved in insurance sales through PSP & Associates, Inc. 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 employs a blend of internally developed and third-party model portfolios and incorporates fundamental, technical, cyclical, and charting methods in its investment analysis.

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.

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.