Tanner German is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience and holds a Series 65 designation. He has worked in various roles including investment advisory and real estate sales, and is also involved in marketing services through GolfCourseHomes.com, LLC. Additionally, he provides web design and development consulting through DaVinci Digital. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 48 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic approaches.

Scott Schemmel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha since 1983. Outside of his advisory role, he is a passive investor in oil well drilling and production. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and third-party managers on its approved platform.

Paul Brock is a financial advisor with Northeast Planning Associates, Inc. in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at LPL Financial since 2007 and Northeast Planning Associates since 2017. Outside of his advisory work, he is a board member at Turing Technology Associates, Inc. and provides marketing services through PDB Development, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individual clients and retirement plans rather than corporate accounts.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

Richard Rogers is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Belpointe Asset Management and Wells Fargo Advisors. He is also involved with Brookwood Insurance Group, where he works as an insurance producer. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Kurt Castaneda is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Flat Iron Wealth Management, SCF Investment Advisors, Ash Creek Financial Advisors, and several Global View Capital entities. Outside of finance, he serves as a Fire Captain and board member for the Mesa Fire/Medical Department and is engaged in cattle farming through ownership of 204 Cattle Company, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers, utilizing various analytical and asset allocation strategies.

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.

Stephen Irving is a financial advisor at EverSource Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Target, Veeya, LLC, and other companies. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, consulting services, and turnkey asset management through various investment programs and private markets platforms.

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.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Maegan Bauman is a Series 65 licensed advisor with United Advisor Group and has three years of industry experience. She has worked with Flat Iron Wealth Management and SCF Investment Advisors, Inc., and has held roles with the City of Peoria and City of Mesa. In addition to her advisory work, Bauman serves as a firefighter paramedic with the Peoria Fire and Medical Department. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a range of investment strategies including proprietary model portfolios and third-party money managers tailored to client needs.

Alex Rosen is a financial advisor at PFG Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, OSAIC, Securities America, Equitable Advisors, and Axa Advisors. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a combination of top-down macro allocation with fundamental, technical, and cyclical 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.

Guy Austin is a financial advisor with PFG Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. His prior roles include positions at OSAIC, Securities America Inc., TruWest Credit Union, and LPL Financial. He also provides insurance products such as life insurance and long-term care through TruWest Wealth Management Services. 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 a distributed network of advisors across multiple offices.

Rolly White is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 66 licenses. He has 18 years of industry experience and has previously worked at firms including Cambridge Investment Research and Sagepoint Financial. Outside of advising, he serves as president of the Seville Condominium Association. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with customized strategies delivered via model asset allocations and manager relationships.

Therese Owen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She has held her current role at Northern Trust Securities since 2003. Outside of her advisory work, Owen participates in food delivery services, including Postmates, UberEats, DoorDash, and GrubHub. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Catherine Garcia is a Certified Financial Planner® with 27 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Sagepoint Financial, and Securities America. Outside of her advisory role, she is an author and educator involved with a project titled "The Family Index." 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, and retirement consulting through a network of advisory affiliates, utilizing multiple program platforms to implement tailored investment strategies.

Roger Edwards is a CFP® professional with 18 years of industry experience, currently serving at Global View Capital Management LLC since 2014. His background includes roles at affiliated firms Global View Capital Insurance Services LLC and Global View Capital Advisors LLC, where he is involved in marketing, education, and sales of advisory and insurance services. Outside of his advisory work, Edwards is a member of the Financial Planning Association of Greater Phoenix and performs part-time facilities work at Sun Valley Community Church in Gilbert, AZ. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm applies an investment approach driven by technical and quantitative methods, supported by proprietary algorithmic research, and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.