Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, AZ. 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, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kyle Walters is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Northern Trust Securities since 2022 and previously held roles at Edward Jones and E*TRADE Capital Management and Securities. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios including Separately Managed Accounts and Fund Strategist Portfolios delivered via the Fidelity Managed Account Xchange platform.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

Christopher Tedesco is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at The Vanguard Group and independent contracting with the PGA Tour. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation through model portfolios with third-party managed programs, mutual funds, ETFs, and selective private placements, supported by multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Dennis Zaderaka is a financial advisor with Sequent Planning, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at The Bottom Line Wealth Management Ltd. and Securities America Inc. He is also involved in life insurance sales. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.

Jeffrey Brown is a financial advisor with United Advisor Group in Mesa, AZ, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital Management. Outside of advisory services, he manages operations and financial reporting at Infinity Accounting & Tax Specialists, a CPA firm, and serves as an independent board member and audit committee chair at Virtra, Inc. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a range of clients through independent branch offices and employs a mix of strategic, tactical, and value-based investment approaches tailored to individual risk tolerance, tax strategies, and time horizons.

Anthony Markham is a financial advisor at Northern Trust Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

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.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Trey Holman is a financial advisor at Creativeone Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creativeone Wealth in 2025, he founded and continues to work at Holman Wealth Management, where he also engages in insurance sales and services. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Robert Soules is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Gilbert, AZ, and has four years of industry experience. His prior work includes roles at Key Retirement Solutions and Bankers Life Advisory Services. Outside of his advisory work, he is involved in insurance sales targeting mostly Medicare-age individuals. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

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.

Martin Bender II is a CFP® professional with 28 years of experience, currently serving as an advisor at Northwest Asset Management since 2018. His prior experience includes roles at Ashton Thomas Insurance Agency and Ashton Thomas Private Wealth LLC, among others. Outside of his advisory work, he manages Bender Financial Planning, LLC and serves as secretary for a local bowling league. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of investment, retirement, and consulting services.

Deborah Bishopp is a CFP®-certified financial advisor with 37 years of industry experience. She is currently affiliated with Gradient Securities, LLC and Impact Wealth Advisory, PLLC, where she has held leadership roles since 2015 and 2018 respectively. Bishopp is also involved in business networking through a membership committee role with Business Network International. Gradient Securities, LLC, operating as Gradient Wealth Management, provides non-discretionary financial planning, consulting, and asset management services to individuals and institutional clients. The firm utilizes third-party managers and offers ERISA plan services, combining advisory and broker-dealer activities with a broad network of affiliated entities.

Sergio Mejia is a financial advisor with MissionSquare Retirement based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC, Pruco Securities LLC, Nationwide Investment Services Corp, MassMutual, and Unum. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.

Joshua Smith is a Series 66-licensed financial advisor with four years of industry experience, currently with Silver Oak Securities, Incorporated since 2026. His prior work includes roles at Securities America, Inc. and OSAIC. Outside of finance, he has been involved with organizations such as Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals. The firm offers a variety of advisory programs with a primarily discretionary investment management approach tailored to client objectives and risk tolerances.