Gerald Barnes is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at FSG Financial Services, Inc., Client One Securities LLC, OnPointe Advisory and Financial Services LLC, Financial Security Group of AZ, Inc., and Managed Assets. Approximately half of his time is spent as an insurance agent selling fixed and index annuities through Financial Security Group of AZ, Inc. FSG Financial Services, Inc. provides discretionary asset management and advisory services to individual investors, including both high-net-worth and non-high-net-worth clients. The firm manages about $52 million for roughly 163 clients and employs a client-specific investment approach utilizing fundamental, technical, charting, and cyclical analysis.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.

Anders Engbretson is a financial advisor at MD Financial Advisors, operating under Vestment Financial. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors, he worked at North Oaks Financial Group and has experience in both educational and municipal roles. MD Financial Advisors is a team-based SEC-registered firm serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment philosophy focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Matthew Tarini is a CFP® with 31 years of experience in the financial services industry. He is currently with Focused Alpha, LLC and has previously worked at Nations Financial Group, Wells Fargo Advisors Financial Network, LPL Financial, and Citigroup Global Markets. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million and serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach emphasizing tail-risk management and emotion-free decision making, utilizing quantitative optimization, technical analysis, and computer-based tools to construct diversified portfolios.

Scott Jewett is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor and owner at Mars Jewett Financial Group. His prior experience includes roles at Mutual Securities, Inc. and Cetera Advisor Networks LLC. Jewett is a board member of the Bellevue Christian School Trust and Investment Committee and serves as a Republican Precinct Committee Officer. Mars Jewett Financial Group manages approximately $734.7 million for a range of clients including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios based on risk tolerance and uses a committee approach to select mutual funds and ETFs, also incorporating independent investment managers.

Sheila Madrigal is a financial advisor at Insight Folios with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Securities LLC, Elliott Financial, and Kaizen Wealth Management. In addition to her advisory role, she is licensed to solicit and sell insurance products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools, and it also serves other registered investment advisers through sub-advisory relationships.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MD Financial Advisors dba Vestment Financial. She has been with the firm since 2013 and previously worked at Cetera Advisors LLC, Larson Financial Group, Fortitude Advisory Group, and QA3 Financial. Outside of her advisory role, she is a member of the executive committee for the Marsh Pointe Homeowners Association and is of counsel at the law firm Messerli & Kramer. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on diversification, asset allocation, and tax-aware portfolio construction, using primarily low-cost mutual funds and ETFs.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Dobbins Wealth Management, PLLC, Sawston Wealth Management, LLC, and Capstone Investment Group, LLC. Fallon is based in Phoenix, AZ. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and sleeves, and offers public educational seminars as part of its client development.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. 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 employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Shane Price is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. He also provides financial and insurance services through The Cunningham Group, where he serves as an investment advisor representative and insurance agent. In addition to his advisory work, Price has experience in furniture sales and marketing with Xybix Systems. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a network of investment advisor representatives and primary advisors.

Nicholas Albert is a financial advisor at Berger Financial Group with six years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Dane Holdings Inc. Outside of finance, he is the owner and operator of Desert Willow Woodworks, a woodworking business. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, tax preparation, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies, managing many accounts on a discretionary basis with periodic client reviews.

Kevin Hutton is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has prior experience at Joshua Income Management and Ronald J Phillips Insurance Services, Inc., where he held roles involving managerial duties and insurance product offerings. Hutton is also owner and vice president of Joshua Income Management, where he has recently begun incorporating advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a range of proprietary and third-party investment models and strategies, supported by tailored suitability assessments and regular portfolio rebalancing.

Nancy Reagan is a financial advisor with USAA Investment Services Company based in Phoenix, AZ. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA affiliated companies. USAA Investment Services Company primarily provides retirement-focused advice and referral services to USAA members and individual investors through phone and digital channels. The firm emphasizes retirement income planning and asset allocation but does not manage client portfolios or charge asset-based fees.

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. 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 approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Troy Ray is a financial advisor at Berger Financial Group with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee that employs fundamental analysis, with many accounts managed on a discretionary basis.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.