Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

Kristin Rathjen is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience and has been with Wedbush Morgan Securities since 2001. Outside of her advisory role, she is a partner in a handmade cards and invitations business and contributed to the overhaul of the PFP certification test for the AICPA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

Ryan Lovett is a CFP® with 15 years of experience in financial advisory. He is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & Co., PeachCap, Accelerated Capital Group, and Gentry Wealth Management. Outside of his advisory work, he has a minority ownership interest in a local convection business, Kelli's Kupcakes, LLC. 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 incorporating multiple investment strategies and sub-advisers, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary consulting.

Erica Melissa is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Westminster Financial Advisory Corporation since 2008 and Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and option strategies.

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

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.

Sharon Cohen is a financial advisor at Parallel Advisors, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at BOK Financial for 11 years before joining Parallel Advisors in 2023. 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 integrates multiple investment strategies and technology platforms to manage diversified portfolios and offers fiduciary services through an affiliated trust company.

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.

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.

Phillip Scavo is a CFP® and Series 66-registered advisor with five years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Charles Schwab & Co., Morgan Stanley, and Equitable Advisors. Outside of finance, he manages and performs in a music band. 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 multi-strategy investment approach that includes fixed income, mutual funds, ETFs, and independent managers, while integrating technology for tax-efficient portfolio management and offering affiliated fiduciary services.

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.

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, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Verus Capital Partners since 2014 and previously at Securities America Inc. and LPL Financial. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging to suit clients’ time horizons, risk tolerances, 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 with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. 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 multi-disciplinary investment approach and is noted 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.