John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at World Equity Group and Axa Advisors, LLC. Outside of his advisory role, he serves as president and treasurer of the Meadow Ranch Homeowners Association in Littleton, Colorado, and owns Walker Wealth Protection, an insurance sales business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, including the use of AI tools, alternative investment strategies, and tax-efficient solutions like direct indexing with tax-loss harvesting.

Brandon Stoker is a CFP® with 17 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors in 2026, he worked for Charles Schwab & Co., Inc. for 17 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, and institutions, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Hannah Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Bank of America, Merrill, Heffernan Financial, and WSP. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, using a variety of analysis methods and investment strategies across customized and model-based platforms.

Ethan Cooper is a CFP® professional with 11 years of experience in financial advising. He is currently with Mission Wealth Management, LP, where he has worked since 2022. Prior to that, he spent seven years at WealthPlan Advisors and one year at Edward Jones. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers comprehensive wealth management services that integrate investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Anil Vazirani is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Horter Investment Management and runs his own insurance advisory and financial services businesses. Virtue Capital Management serves a range of clients including individuals, trusts, and charitable organizations, providing customized portfolio management and financial planning through a multi-team model. The firm employs tactical, strategic, and dynamic investment approaches, supported by comprehensive due diligence and ongoing client education.

Lance Millar is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth, where he has worked since 2025, following an 11-year tenure at Boston Private Wealth LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Justin Junker is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. In addition to his advisory work, he is involved in insurance sales as a licensed insurance agent. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific circumstances.

Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves 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, with an investment approach tailored to client objectives and informed by multiple analytical methods.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory services, he sells fixed-indexed annuities as part of his role. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to client-specific circumstances.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Jacob Guzman is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at FedEx Express for five years and has experience as a contract musician. Outside of advising, Guzman works as an insurance agent, focusing on life, disability, critical illness, health, and annuities. 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 supports advisors in recommending MOIS-approved model portfolios and third-party managers.

Heather Jackson is a financial advisor with Dynamic in Phoenix, AZ, holding a Series 65 credential and seven years of industry experience. Prior to joining Dynamic, she worked at United Retirement Advisor Group for two years and spent one year with Saddle Creek Coffee Company. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers a range of portfolio management and consulting services, emphasizing tailored, long-term investment strategies and robust support for other advisers through technology, research, and operational resources.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and related entities since 2020. Carolina also maintains a part-time role as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate non-traditional investment instruments.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Kirk Marley is a financial advisor at Trek Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Dovetail Planning, Inc., BCJ Capital Management, and KBM Services, Inc. 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 portfolio construction with a variety of systematic strategies, alternative offerings, and employs artificial-intelligence tools under governance and human review.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Kingswood Capital Partners, Capital Wealth Alliance, Raymond James Financial Services, and Edward Jones. In addition to his advisory role, Cox owns an independent insurance agency that brokers fixed life and annuity products. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers across various asset classes and offers access to private placements alongside traditional advisory programs.

Jordan Hall is a CFP® and Series 66-licensed advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a framework guided by personalized Investment Policy Statements.

Richard Pyle is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds the ChFC® designation and the Series 65 license. Prior to joining Ashton Thomas in 2022, he worked for Wellspring Financial Partners from 2015 to 2022. Outside of his advisory role, he is involved in tax preparation services and operates an online clothing retail business. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, supported by its proprietary Amplify Platform.

Charles Robinson is a CFP® with 18 years of industry experience, currently serving at Keel Point, LLC since 2023. He previously worked at Sensible Money, LLC for eight years. Robinson is an unpaid special advisor to the Retirement Income Industry Association board, where he consults on education programs and retirement planning topics. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to implement strategic and tactical asset allocations across various programs, with capabilities including discretionary and non-discretionary portfolio management, financial planning, and corporate retirement consulting.