Timothy Glover is a financial advisor with Packerland Brokerage Services, Inc. in Prescott, AZ, holding a Series 63 designation and bringing 29 years of industry experience. His prior work includes over two decades at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He also operates an independent insurance agency specializing in auto and home insurance, fixed annuities, and life/accident/health products. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory solutions through a large network of advisors, utilizing both direct management and third-party money managers across various account structures and platforms.

Mark Yadron is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Kestra and its related entities since 2020 and has concurrently worked at Bank of America and Merrill since 2013. Outside of his advisory role, he operates a registered investment advisory business under the name American Wealth Management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in assets and provides access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Stephen Vallender is a CFP® with 21 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. His prior roles include positions at Vanderbilt Securities LLC, Western International Securities, Inc., and Financial West Group. Outside of his advisory work, he is a part owner of National One Tax Advisors and National One Insurance Advisors, which provide tax preparation and life insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios that may include proprietary model portfolios and third-party sub-advisors.

Paul Jacobs is a financial advisor with Cape Investment Advisory, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Cape Investment Advisory since 2017 and has led Jacobs Wealth Planning Inc. since 2008. Jacobs also works as an insurance agent through FIG/Cape Insurance Solutions. Cape Investment Advisory serves a diverse client base, including individuals, businesses, retirement plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using asset allocation plans based on client objectives and risk tolerance.

Ted Hawks is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Hawks is actively involved in youth soccer as a coach and referee, and he is also engaged in musical production and freelance writing. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Susan Agiert is a financial advisor at Mutual Advisors, LLC with 39 years of industry experience. She has held positions at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Outside of her advisory work, she is engaged in selling homemade items, operates a Medicare insurance services sole proprietorship, and provides Goldendoodle stud services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios with a mix of active and passive strategies tailored to client objectives. The firm is notable for its scale, breadth of institutional work, and specialized operational features such as partnerships with third-party managers and an Outsource Insurance Desk.

William Reynolds is a CFP® professional with 28 years of experience in the financial industry. He is affiliated with Geneos Wealth Management, Inc. and G5 Financial Group, and has held roles at Financial Design and Management Inc. He is also the owner of POM Wealth Management LLC and assists with Adrienne Reynolds Photography. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, employing a combination of continuous account monitoring, discretionary trading, and various analytic strategies tailored to client needs.

David Romero is a financial advisor with Gateway Wealth Partners, LLC in Prescott, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors, among other firms. He provides investment advisory services through multiple registered investment advisor firms, including Gateway Wealth Partners and Householder Group Estate & Retirement Specialists. 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 emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Gaylynn Loskill is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tucker Asset Management LLC. Loskill is also the owner of Loskill Financial Group, LLC, which provides financial services, consulting, and insurance products including annuities, life, and long-term care. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diverse investment process overseen by an internal team.

Roger Nusbaum is a financial advisor at Dynamic with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Dynamic in 2023, he worked for Your Source Financial, P.L.C. for 19 years. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, as well as supporting other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory support.

David Edmisten is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has prior experience at Charles Schwab and Schwab Bank. In addition to his advisory role, he provides financial education as a consultant for Addition Wealth, an independent firm focused on employee financial wellness. Pure Financial Advisors primarily serves individual and high-net-worth clients, offering financial planning and portfolio management along with services for trusts, estates, and retirement plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and specialized management through sub-advisers.

Arthur Harrington is a financial advisor with Cooper McManus in Prescott, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Cooper McManus since 2008 and has held roles at Cambridge Investment Research, Securities America, and his own firm, Harrington Financial Services. Outside of his advisory work, he volunteers as a Rotary International leader, coaching high school students in service and leadership roles across multiple districts. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a broad range of securities and sub-advisory platforms to tailor portfolios to client objectives.

Donna Curtis is a financial advisor with Roxie Webb Securities Management, Inc. She holds a Series 65 credential and has 12 years of industry experience. Curtis has worked at Roxie Webb Securities Management since 2013 and is currently with IHT Wealth Management LLC since 2026. Roxie Webb Securities Management, Inc. provides fee-based, discretionary investment management to individuals, trusts, retirement accounts, corporations, and foundations. The firm employs a conservative investment approach focused on growth, growth with income, and income strategies, primarily using individual securities and municipal bonds.

Jay Spector is a CFP® with 19 years of experience in financial services. He is currently with Stratos Wealth Partners, Ltd and LPL Financial, having held previous roles at Bank of America, Merrill, and Wells Fargo Clearing. In addition to his advisory work, Spector serves as a swimming official for USA Swimming and the Arizona Interscholastic Association. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through a large network of advisors, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Linda Mickelsen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and offering 26 years of industry experience. She has been with Independent Financial Group since 2015 and is also involved in several other activities, including operating Lin Mickelsen Therapeutic Massage and working at Alcantara Vineyard. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence in both passive and active investment strategies.

Stephanie Sterling is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. She holds the ChFC® designation and has worked at Stratos Wealth Partners since 2018, previously spending 14 years with Commonwealth Financial Network and 18 years at Hosler Wealth Management, LLC. Sterling also provides individual tax preparation services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Donovan Ritter is a financial advisor with J. W. Cole Advisors, Inc. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including prior roles at Spectrum Capital Investment Group, Inc., Independent Financial Group LLC, and Empirical Wealth Management. Ritter is also the owner and president of Ritter Financial & Insurance Services, Inc., where he is involved in sales and underwriting for life, disability, annuities, and long-term care insurance. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and a variety of managed account solutions.

Roxanne Kirk is a financial advisor with Kestra Advisory in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Edward Jones and has been associated with Kestra through various roles since 2020. Kirk is currently progressing toward a producing role within Ryleigh Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds, offering a range of management platforms and third-party solutions.

Cody Teeples is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Mutual Securities, Inc., Commonwealth Financial Network, and Edward Jones. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of financial planning and investment management services through a large network of advisers, combining individualized asset allocation with access to proprietary and third-party strategies.

Sidney Guthrie is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. He has worked at Stratos Wealth Partners since 2021 and previously at LPL Financial LLC and Gannet Co. Inc. Outside of advising, he works as a delivery service driver. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.