Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been associated with various John Hancock entities since 2016, including John Hancock Advisers and Manulife Asset Management. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth individuals. The firm uses a technology-assisted service model with written financial plans generated by third-party software, allowing clients to implement recommendations at their discretion.

Robert Raimondo is an investment advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookwood since 2022. Raimondo is also involved in managing and selling fixed insurance products through Belpointe Insurance LLC, a company he founded in 2009. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and supporting a team of 24 professionals.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Center Street Advisors, Inc and Montini and Farrah Tax Advisory Group. Outside of his advisory role, he operates Roberts Tax and Retirement Planning, where he provides retirement and tax planning services, conducts monthly Social Security seminars, and prepares tax returns. He also serves as an adjunct faculty member teaching business courses at Grand Canyon University. Arete Wealth Advisors offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and provides comprehensive portfolio management and retirement plan advisory services.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Theron Hall Jr. is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, using a combination of fundamental and technical analysis alongside strategic asset-allocation frameworks.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, 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 consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Brandy Harrington is a CFP® with nine years of industry experience, currently advising clients at Highpoint Planning Partners in San Tan Valley, AZ. Her prior work includes roles at HighPoint Advisor Group (dba Black Diamond Planners), Tc Wealth Partners, and the Trust Company of Illinois. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and comprehensive financial planning, employing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked in mortgage-related roles at Nexa Mortgage, Amerifirst Financial, and Finance of America Mortgage. Outside of advisory services, he works part-time assisting clients with mortgage planning and loan comparison. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a diverse client base using discretionary portfolio management and a combination of strategic and tactical asset allocation with various analytical approaches.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at various firms including NEXT Financial Group and Personalized Financial. Outside of advisory work, he is involved in residential real estate sales in Arizona and is a founding member of GolfCourseHomes.com, a marketing service for real estate agents. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

Dallin Davis is a financial advisor at Principal Advised Services with Series 63 and Series 66 credentials and six years of industry experience. He has previously worked at firms including Merrill, Bank of America, and AssetMark Financial. Davis also holds a position as Assistant Vice President at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, providing both non-discretionary investment advice and a discretionary wrap-fee investment management program. The firm combines third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and integrated services.

William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Eric Gauthier is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

Scott Porter is a CFP® with 24 years of industry experience, currently affiliated with Compound Planning, Inc. He has held roles at Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, and Benjamin & Jerold Brokerage I, LLC. Outside of his advisory work, he owns and manages a rental equipment business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional plan advisory services. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology and third-party partnerships to enhance its offerings.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach to manage client investments.

Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a tenure at Wedbush Securities since 2006. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.