Mark Magruder is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Geneos Wealth Management and Life Financial Group. Magruder is involved with The Legacy/Life Institute for Financial Excellence, which provides family counseling for church groups. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, utilizing asset-class models and third-party research. The firm offers a range of billing options and specializes in Biblically Responsible Investing strategies.

Adam Pearce is a CFP® professional with 27 years of industry experience, currently with Capital Analysts in Tempe, AZ. He worked previously at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Pearce is also an author and teaches Financial Peace University classes focused on financial literacy. 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, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network supported by an in-house Investment Management & Research team that uses proprietary fund screening to build tax-aware portfolios.

Kyle Rice is a CFP® with five years of industry experience, currently advising at Brighton Jones LLC in Scottsdale, AZ. His prior experience includes roles at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Rice also worked in education and service industries before entering financial advising. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary and non-discretionary portfolio management, as well as coordinated family office support and access to affiliated private investment funds and trust services.

Marc Montini is a Series 65-licensed financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He has worked at Foundations Investment Advisers since 2016 and also serves as president of Montini and Farrah Tax Advisory Group, providing tax and retirement planning services. Additionally, he is involved in annuity sales through an independent role at Fidelity and Guaranty. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and incorporates model portfolios and an asymmetric rebalancing strategy, leveraging third-party sub-advisers and custodians.

Lauren Pilling is a financial advisor at Altitude Capital Management LLC with a Series 65 credential and one year of experience. Prior to her current role, she has held positions in various industries including health and wellness through Scorpion Reiki Healing LLC and the food service sector. She also has experience working at Scottsdale Ranch Animal Hospital and Merrill Edge. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets across a multi-team structure.

Jeffrey Martin is a financial advisor with Wealth Watch Advisors, Inc in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Tucker Wealth Management, Simplicity Financial Marketing, Horter Financial Strategies, and Horter Investment Management. He is also involved in the sale of life, health, and annuity insurance products through multiple carriers as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management using third-party model managers, financial planning, consulting, and solicitor services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes and approved alternative private placements for accredited investors.

Armani Cortez is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and OneDigital Investment Advisors LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Chad Sewell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. Prior to joining IHT, he worked at Fidelity Brokerage Services LLC from 2012 to 2018. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and a range of investment strategies supported by a network of approximately 153 advisors.

Cindy Bryant is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., and The AmeriFlex Group. She is also an owner of Momentum Financial Partners, a separate investment-related business. 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, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Allstate Financial Advisors, Merrill, Wells Fargo Investments, Edward Jones, and Northwestern Mutual Investment Management. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm employs diversified portfolios using mutual funds, ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary management.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

James Matt is a financial advisor at Ascentis Independent Advisors, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Golden State Equity Partners, Freedom Investment Management, and Fidelity. Matt has maintained a presence in various wealth management roles since 2008. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and a Private Direct Investments program that includes illiquid private funds under a documented allocation policy.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked for 30 years at FSC Securities Corporation. His other business activities include offering fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates, providing discretionary portfolio management, financial planning, and consulting services. The firm uses both fundamental and technical analysis to build customized portfolios with tactical adjustments and selective hedging tailored to client-specific factors.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, LLC. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Tucker Sahnow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and LPL Financial LLC. Sahnow provides investment advisory services with Gateway Wealth Partners since 2025. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, utilizing a diversified approach with mutual funds, ETFs, individual securities, and independent managers.