Alexandra Abraham is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 license with four years of industry experience. Her work history includes roles at Agent Legend, Zillow Group, and DripCatch. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a wide range of systematic strategies and alternative investment options.

Samuel Gabrielson is a CFP® professional affiliated with Trajan Wealth, L.L.C. in Scottsdale, AZ, with nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. Gabrielson is also licensed to sell various insurance products and engages in insurance sales alongside his advisory duties. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and selective mutual funds, tailoring portfolios to client-specific risk tolerances and financial circumstances.

Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.

Cameron Grandpre is a financial advisor with Mutual Advisors, LLC based in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience, including roles at Fidelity Investments and Commonwealth Financial Network. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its institutional work managing approximately $9.45 billion across 154 advisors.

Jagger Colarossi is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and has also been involved in insurance sales during trading hours. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and mutual funds, while integrating tax, estate, and insurance planning in its service model.

Wayne Brunt is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Custom Financial Solutions, Change Path LLC, and Coventry Financial Group. Outside his advisory work, he serves as an independent agent involved in the sale of life insurance and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary portfolios and third-party managers, employing various analytical methods and offering a range of investment options including ETFs, mutual funds, and private investments.

Grant Twogood is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding CFP® and Series 66 credentials with nine years of industry experience. His work history includes roles at Twogood Financial Services, Inc, Equitable Advisors, Axa Advisors, LLC, and Grand Canyon University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment advisers. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and maintaining a private markets platform alongside sub-advisory and turnkey asset management services.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.

Chase Gelardi is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Meridian Wealth Management since 2023 and previously spent 14 years at The Vanguard Group and one year at Goldman Sachs. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on IPS-driven, tailored advice primarily through equities, ETFs, mutual funds, and fixed income strategies.

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Jose Garza is a CFP® with 20 years of industry experience, currently serving at Simplicity Wealth in Scottsdale, AZ. His prior roles include positions at Juniper Wealth Management, Strategy Financial Group, Charles Schwab, JP Morgan, and TIAA-CREF. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, offering model portfolios that are regularly monitored and rebalanced.

Camille Toschi is a Series 66-licensed financial advisor at LifeMark Securities Corp. with five years of industry experience. She has worked with LifeMark since 2021 and also operates as an independent insurance agent. Her prior experience includes roles at Thrivent Financial and Original ChopShop Co. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s investment advice is suitability-driven and tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Nicholas De La Vara is a CFA® charterholder affiliated with Ashton Thomas Private Wealth in Scottsdale, AZ, with seven years of industry experience. Prior to his current role, he worked at firms including M. S. Howells & Co and Vanguard Group, Inc. He is also active as a real estate agent with Homestart (Helios Realty Team). Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through its Amplify Platform. The firm utilizes a range of investment strategies and maintains affiliations with specialized managers and sub-advisers.

Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Steven Conners is a financial advisor at CoreCap Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, and Morgan Stanley. Conners also operates Conners Wealth Management, where he is involved in insurance sales focused on life insurance, indexed annuities, long-term care insurance, and Medicare supplements. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management and financial planning services. The firm emphasizes a long-term, relationship-oriented approach and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and bonds, along with access to third-party sub-advisors.

Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.

Daniel Moskow is a financial advisor at SeaCrest Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and uses both human review and artificial-intelligence tools to support investment decisions.

Karen Mcdade is a CFP® professional with 34 years of industry experience, currently serving as an investment adviser representative at Ashton Thomas Private Wealth in Scottsdale, AZ. She has worked at several firms, including M. S. Howells & Co. and Geneos Wealth Management, and has been affiliated with Ashton Thomas entities since 2016 across multiple roles. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a diversified approach that includes mutual funds, ETFs, independent managers, and specialized strategies such as options and cryptocurrency exposure, supported by its Amplify Platform and sub-adviser relationships.