Jonas Zamora is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Dynamic. His prior career includes roles at Morgan Stanley, Bank of America, and Merrill Lynch. Located in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm offers portfolio management, financial planning, retirement services, and practice support, using a client-specific investment approach and providing technology and outsourcing solutions to unaffiliated registered investment advisers.

Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.

Reed Austin is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Universal Wealth Management LLC, The Leaders Group Inc, and RMA Capital LLC. Outside of his advisory role, Reed serves as a Regional Vice President in annuity marketing services and is an investor in an e-commerce business selling products on Amazon. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and they incorporate third-party sub-advisers and custodians in their investment process.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advisory work, he is involved in consulting for the cannabis industry and conducts investment opportunity due diligence through his own businesses. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior experience includes roles at USAA Investment Management and Lincoln Financial Group. Outside the advisory business, he manages a real estate business focused on buying, renovating, and selling houses. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research, offering diversified strategies through model portfolios, third-party managers, and a low-cost ETF option.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Sergio Mejia is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ICMA-RC Services, Pruco Securities, Nationwide Investment Services, MassMutual, and Unum. 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 provides plan administration, education, recordkeeping, and Guided Pathways Advisory Services, using investment advice developed by Morningstar Investment Management and supporting over 40,000 participants through a multi-team advisory structure.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

Joshua Smith is a financial advisor with Silver Oak Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America, Inc. and community-related involvement with organizations like Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and Strategist models with operational features such as ongoing model monitoring and automatic investment processes.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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 implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Daniel Murphy is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Asset Preservation Tax & Retirement Services and Murphy Financial Solutions. Outside of his advisory role, Murphy is involved as a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments through a large network of affiliated offices.

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 with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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.