Ted Rifkin Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to joining Mutual of Omaha, he worked at Abadie & Schill PC and was involved in the restaurant business with Zia Taqueria. Outside of his advisory role, Rifkin is a live musician who performs regularly. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

Aspen West is a CFP® and holds a Series 66 license with nine years of industry experience. Aspen has worked at several firms including The Vanguard Group, Edward Jones, and currently at Forefront as part of a team. Outside of financial advising, Aspen serves as CFO and Director of Operations for Leak Science, LLC, where responsibilities include overseeing the company’s financials and operations. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services, employing customized portfolios and integrating related businesses such as tax and insurance partners.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. She previously worked at LPL Financial LLC dba Chichester Financial Group LLC, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group LLC, totaling over a decade in the financial services industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, employs a primarily long-term investment horizon, and integrates AI productivity tools under human oversight in its advisory process.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides 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, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Joseph Olivo is a CFP®-credentialed advisor at Facet with seven years of industry experience. He has held positions at several firms including Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. Additionally, he owns a mortgage brokerage business in Goodyear, Arizona. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily via phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes including machine-learning algorithms for tax optimization and portfolio management.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Ryan Curwick is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Capital Investment Advisors, LLC and has previously held roles at The Vanguard Group, USAA Financial Planning Services, and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines centralized, ETF-based portfolio management with tailored financial planning and specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

J. Flynn is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce for business networking and community engagement. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment management, financial planning, and consulting services through discretionary and non-discretionary arrangements, applying a range of portfolio strategies and utilizing third-party sub-advisors where appropriate.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Vanessa Garcia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and having one year of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2018, and her prior experience includes roles at Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on internal research tools and asset-allocation models, with trade executions requiring client authorization.

Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc., Upgrade, Inc., and other firms. Outside of his advisory role, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance relies on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Matthew Layman is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, with four years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to deliver tailored recommendations without exercising discretionary trading authority.

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.