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 at Wedbush Securities Inc. in Phoenix, AZ, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he serves as an assistant coach for the Jr. Coyotes travel hockey team in Scottsdale, AZ. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage, and is notable for its combination of broker-dealer, capital markets, custody, clearing, and prime services tied to commodities and derivatives.

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® and Series 66 licensed advisor with five years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at Heritage Family Offices, LLP, Heritage Wealth Management, Merrill, and Arizona State University. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering various services such as discretionary asset management, financial planning, and outsourced CIO arrangements. The firm combines fundamental value screening and quantitative optimization in its investment process, tailoring portfolios to client objectives through a network of investment adviser representatives.

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.

Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy is also an independent insurance agent offering ERISA-based insurance coverage and fiduciary liability products to his qualified plan clients. Accelerate Retirement serves individual and institutional clients with retirement plan consulting, investment management, financial planning, and fiduciary services. The firm emphasizes long-term portfolio strategies tailored through a network of Investment Adviser Representatives and utilizes insurance services as part of its broader advisory offerings.

Meg Davidson is a financial advisor at Chicago Partners Investment Group LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chicago Partners since 2024, previously affiliated with Borthwick Associates, Inc. since 1987. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and utilizes strategies such as direct indexing and tax-loss harvesting.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. PFG Advisors offers 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.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Michael Bargetto is a financial advisor at Legacy Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Legacy Wealth Management, he worked at Axiom Wealth Solutions, LLC and served with Cal Fire for 12 years. Outside of advising, he manages several real estate and lending-related business ventures. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and access to a broad range of investment options through a multi-team platform.

Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Bryce Vogel is a financial advisor with CoreCap Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Ameritas Investment Corp. and Spartan Financial Group. Outside of his advisory work, he serves as a social media and web administrator for the Maricopa County Justice Museum. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a variety of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Ashley Seeger is a financial advisor with PFG Advisors and holds Series 65 and Series 63 designations. She has 15 years of industry experience, including prior roles at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. Seeger is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm delivers its investment approach through a network of advisors using model portfolios, third-party managers, and marketplace platforms, with an emphasis on macro allocation and index-based ETFs alongside fundamental and technical analysis.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013. Outside of her advisory role, she serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Erik Walker is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at IP Financial Advisory Services since 2024 and has prior experience with Householder Group Estate & Retirement Specialists, Verus Capital Partners, and Securities America Inc. Outside of his advisory role, Walker conducts financial education workshops and is involved in insurance sales and group benefits. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and insurance product offerings.

Brian Elsey is a financial advisor with Kovack Advisors, Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is associated with Horses Help LLC, a nonprofit riding center in Phoenix. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, supplemented by individual equities, fixed income, derivatives, and alternative investments tailored to client goals.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.