Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Matt Milosevich II is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He has held roles at firms including Independent Wealth Management, Fidelity and Guaranty Life, and Financial Independence Group. In addition to his advisory work, he owns and operates HPY Financial Solutions, where he provides financial consulting and life insurance services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies and integrates tax-aware optimization and custom indexing tools in its investment process.

Brooks Crandell is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is active as a photographer selling prints, serves as an assistant coach for a school mountain biking team, and is a board member of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment strategies and third-party platforms to tailor client portfolios.

Kurt Petricek is a financial advisor at Zacks Investment Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guggenheim Funds Distributors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through its extensive wholesaling and model business.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs both model-based and manager-driven investment strategies and is affiliated with UMB Bank, offering a range of fixed income and equity investment solutions.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. His previous roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience and a Series 66 designation. His prior roles include positions at AE Wealth Management LLC and Morgan Stanley, among others. He is also involved with Clear Solutions LLC DBA Bergen Financial Group, where he conducts insurance sales, education, and consulting. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational solutions for other advisors.

Corey Goldstein is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining SEIA, he worked at Bank of America and Merrill from 2017 to 2024, and has earlier experience at Dinan & Company and other firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary management styles.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. He previously managed an LLC related to fixed index annuity commissions, which is being closed following tax filings. Moors & Cabot serves a diverse client base, including individual, high-net-worth, and institutional investors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of analytic investment approaches and uses third-party sub-advisors and wrap programs to implement client strategies.

James Burgett is a financial advisor with The AmeriFlex Group in Phoenix, AZ, holding a Series 66 license and six years of industry experience. Prior to joining AmeriFlex, he held roles at multiple firms including Harris Mathias Wealth Management and Cambridge Investment Research. Outside of his advisory work, Burgett is involved with Scott Harris Financial Group PLLC, providing consulting and coaching services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations.

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services, Inc. Brian is also the owner of several support companies and serves as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios and offers both discretionary and non-discretionary arrangements, implementing strategies through independent managers and third-party platforms.

Jay Klavene is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary and does not manage individual client portfolios or charge asset-based fees.

James Cannon is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63, Series 65, and Series 66 registrations and bringing 15 years of industry experience. He has been with Dynamic Advisor Solutions LLC since 2008 and is a manager of RIA Partners Group, LLC. Additionally, Mr. Cannon owns 4% of Aculis Inc., a company developing AI applications for the wealth management industry, in which he has minimal involvement. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach while providing technology, operational, and compliance support to other advisers.

Dennis Song is a financial advisor at Advisory Services Network with seven years of industry experience. He holds a Series 65 designation and previously worked at Heritage Wealth Advisors and Altria. Outside of his advisory role, he serves as managing director of Song Capital Management, where he assists with tax preparation and business development services. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm supports a network of independent advisers who provide portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies.

Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.

Steven Kulesza is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Dynamic Wealth Advisors and previously worked at MSH Capital Advisors LLC, M.S. Howells & CO, and Charles Schwab. Based in Phoenix, AZ, he holds the Series 66 designation. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on supporting other advisers through technology and operational resources.

Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Cerner Corporation and has served as a board member for the Fore the Kids KC charity and as a mentor for the National Alopecia Areata Foundation. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Dylan Raddatz is a CFP® and holds a Series 63 license with 11 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at firms including Fidelity Investments, State Street Global Advisors, and The Vanguard Group. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware strategies and integrates proprietary AI tools into client interactions and portfolio management.

Cody Elbert is a financial advisor with Abacus Wealth Partners in Phoenix, AZ. He holds a Series 65 credential and has been with Abacus since 2023. Prior to his advisory role, Cody worked in various positions across industries including technology and banking, with experience at Merative, IBM, US Bank, and Erpelding Voigt & Co. He also spent time at the University of Northern Iowa and in a family-owned well drilling business. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class-based investment approach with fundamental manager analysis and ESG screening, and also sponsors the Align Impact private fund for qualified clients.

Joshua Mathias is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes long-term roles at Principal Financial Group and Princor Financial Services, as well as recent positions at Cambridge Investment Research and OSAIC. Mathias is also involved in several wealth management businesses in Phoenix, including ownership of Harris Mathias Wealth Management. 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.