Tyson Murphy is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a variety of investment strategies and a platform model that incorporates third-party managers and sub-advisers.

Mark Tang is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with LPL Financial since 2020 and was previously with Securities America Inc from 2014 to 2020. Tang provides investment advisory services through Verus Capital Partners and operates a related DBA business under Mark Tang Advise, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis along with strategic asset allocation across multiple asset classes, offering customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Jay Gehrke is a financial advisor at Waterloo Capital with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avellie Wealth Management LLC and Cole Wealth Management, LLC. Gehrke is also licensed to sell insurance products such as life, health, and annuity contracts when appropriate. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities, typically with a $1 million minimum. The firm employs a customized, long-term investment approach using fundamental analysis and offers a range of services including direct investment management, financial planning, access to third-party sub-advisers, and educational seminars.

Donald Cuppy is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Autus Asset Management, LLC for 16 years before joining Parallel Advisors in 2022. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Paul Mann is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Empire Wealth Advisors and AE Wealth Management. In addition to his advisory role, he is involved in licensed insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a client-tailored investment process documented in an investment policy statement.

Louise Willmering is a CFA® charterholder and holds a Series 63 license with four years of industry experience. She has worked at Crewe Advisors since 2019 and previously spent 26 years at BMO Financial Group. Outside of her advisory role, she serves as Vice President of Sonic Aerospace, Inc., a family-owned aerospace manufacturing company. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Lori Callahan is a financial advisor at Wedbush Securities Inc. in Scottsdale, AZ, with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

David Carroll is a financial advisor with Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Trek Financial since 2007 and is also affiliated with Trusted Business Advisor Group, which he joined in 2014. Outside of advisory roles, he is involved as an insurance agent representing fixed life, health, long-term care, and disability carriers. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical investment approaches incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools, and provides a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Joseph Donti is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at several firms including AE Wealth Management, Solutions First Financial Group, and Priority Wealth Advisors. Donti is also the owner and CEO of Priority Financial and Insurance Solutions, Inc., where he is involved in life insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing through a large enterprise platform.

Craig Tolzman is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Geneos Wealth Management since 2005 and has also worked at Schooner Financial Associates since 1995, where he is a co-owner. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group, where she was also a partner and operations manager. Outside of her advisory role, she operates an Amazon Locker and Customer Service Associate position. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using the Amplify Platform and allocates client assets across a range of mutual funds, ETFs, sub-advisers, and alternative strategies including options and selective cryptocurrency exposure.

Eric Montijo is a financial advisor at Ashton Thomas Securities, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and RBC Capital Markets. Montijo is based in Scottsdale, AZ. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm serves a broad client base through a team of 18 advisors across six offices and provides multiple program structures including wrap and non-wrap offerings, model portfolios, and access to independent and third-party sub-advisers.

Seth Goldberg is a financial advisor at United Capital Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC and Girard Securities Inc. He is based in Scottsdale, AZ. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and research.

Brent Mekosh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Scottsdale, AZ. His prior experience includes over 15 years at Raymond James Financial Service Advisors and ownership of Mekosh Financial Services, where he manages internal operations and compliance. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving more than 10,000 clients. The firm offers wealth management, investment management, and financial planning services, utilizing customized portfolios with ETFs, mutual funds, individual securities, and alternative investments, generally following a long-term investment approach.

Shelley Lindsey is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a Notary Public, providing document notarization services for clients. Kestra Private Wealth Services manages approximately $10.2 billion in assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor decision-making with access to various platforms and both in-house and third-party solutions.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Lisa Dickholtz is a CFP® professional at Cooper McManus with 39 years of experience in the financial industry. Her career includes long-term roles at Securities America, Inc. and Securities America Advisors, Inc. She is also the owner of Dickholtz Health & Wealth and Atlas Pillow Company, engaging in marketing and retail sales. Cooper McManus serves individuals, trusts, corporations, and retirement plans, providing financial planning, portfolio management, and retirement-plan consulting with a fundamentally driven investment process that utilizes a broad range of securities and customized asset allocation strategies.