Adam Pearce is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 14 years. Pearce is also an author and teaches Financial Peace University classes focused on financial literacy. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary model portfolios, third-party managers, and advisor-managed solutions.

Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

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.

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 six years of industry experience. His prior work includes roles at OneDigital Investment Advisors LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. 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 uses a combination of third-party and proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated 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.

Michael Wallace is a financial advisor with Capital Analysts holding a Series 66 designation and four years of industry experience. He has worked at Capital Analysts since 2023 and Lincoln Investment since 2022. Outside of advisory work, he is a firearms instructor providing training to police and civilians. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management through a range of programs and investment options. The firm uses an in-house investment team and proprietary screening processes, and maintains affiliations that support advisors in offering complementary business activities alongside advisory services.

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.

Joena Russell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. She previously worked at Twin Peaks Wealth Advisors, LPL Financial, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing a rental property in Scottsdale, AZ. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers tailored to client objectives and risk tolerance.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Jones also operates Triple Jay Financial P.L.C., a business entity for tax and investment purposes. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, using diversified mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis.

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.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

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 designations and bringing 42 years of industry experience. He has worked at FSC Securities Corporation since 1991. Outside of his advisory role, Deangelis offers fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm utilizes both fundamental and technical analysis to create customized portfolios, employing tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerances, and tax considerations.

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.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.