Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

Dylan Raddatz is a CFP® and holds a Series 63 license with 11 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at firms including Fidelity Investments, State Street Global Advisors, and The Vanguard Group. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware strategies and integrates proprietary AI tools into client interactions and portfolio management.

Cody Elbert is a financial advisor with Abacus Wealth Partners in Phoenix, AZ. He holds a Series 65 credential and has been with Abacus since 2023. Prior to his advisory role, Cody worked in various positions across industries including technology and banking, with experience at Merative, IBM, US Bank, and Erpelding Voigt & Co. He also spent time at the University of Northern Iowa and in a family-owned well drilling business. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class-based investment approach with fundamental manager analysis and ESG screening, and also sponsors the Align Impact private fund for qualified clients.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. Prior to joining Maridea in 2026, she worked at LPL Financial, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group, accumulating over a decade of industry experience. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and fiduciary services. The firm manages portfolios primarily through diversified, low-cost mutual funds and ETFs using fundamental analysis and modern portfolio theory, with portfolios managed on a discretionary basis and tailored planning.

Darrell Kulow is a financial advisor at PFG Advisors with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, Securities America, and United Planners. He is also involved with Hebberd-Kulow Ent, Inc., an independent business he has maintained since 2001. 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 and offers access to third-party money managers and platforms.

Robert Hammans is a financial advisor with AlphaStar Capital Management in Chandler, AZ, holding a Series 65 designation and one year of industry experience. He has experience in estate and annuity planning, including roles at Camelback Estate Planning and Family Tree Estate Planning, where he serves as owner and director of operations respectively. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and a range of investment strategies, offering services to over 8,400 clients with approximately $2.5 billion in assets under management.

Lee Mason is a financial advisor with Thrivent Advisor Network, LLC, based in Mesa, AZ. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Robinhood Financial, LLC, and PKS Investments. Mason also operated a business called Coyo Az Deliveries from 2022 to 2023. Thrivent Advisor Network serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in assets. The firm offers customized portfolio management, financial planning, and utilizes a range of investment strategies emphasizing low-cost diversified mutual funds and ETFs alongside other asset classes.

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.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. 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 strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.

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.

Austin Mc Donough is a CFP® professional with seven years of industry experience currently serving at Creative Planning in Gilbert, AZ. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and Edward Jones. He also has a background with Liberty University. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and various tax-efficient strategies.

Ryan Heck is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fullerton Financial Planning, Kingdom Financial Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Carol Ward is a financial advisor with Eagle Strategies (NY Life) based in Mesa, AZ. She holds the Series 66 designation and has six years of industry experience. Her prior roles include positions at Edward Jones and CN Results, among others. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kurt Rohrs is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Independent Financial Group, LLC since 2011 and is the 100% owner and investment advisor representative of Southwestern Retirement Planning Advisors, Inc., providing financial planning, securities, advisory, and trust services. Rohrs serves as a governing board member for the Chandler Unified School District. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, combining in-house and third-party investment models while operating both as a registered investment adviser and an active broker-dealer.

Tanner Domschot is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Phoenix, AZ. He has been with the firm since 2025 and has a diverse background including roles in education and hospitality prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based allocations that integrate passive and active management, with portfolio oversight by an internal Investment Committee.

Matthew Mundy is a financial advisor with Independent Financial Group, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining Independent Financial Group in 2020, he worked at LPL Financial from 2016 to 2020. Outside of advising, he works with local estate planning law firms to prepare Living Trusts, sells fixed insurance products, and moderates focus groups on public perceptions of insurance and investment programs. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, combining in-house and third-party model portfolios through multiple custodial platforms, and operates as both a registered investment adviser and an active broker-dealer.

Garrett Nash is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at AE Wealth Management since 2017 and is also associated with Ensign Wealth Management. In addition to advisory services, Nash is involved in life insurance and annuity sales as an associate advisor. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines multiple model portfolio solutions and provides financial planning, plan services, and consulting support.