Jordan Hall is a CFP® and Series 66-licensed advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a framework guided by personalized Investment Policy Statements.

Mark Ewings is a financial advisor at Modern Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Galloway Asset Management, LLC since 2021. Outside of finance, Ewings serves as a police sergeant with the City of Tucson. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through around 94 advisors. The firm provides investment management, financial planning, and specialized services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a range of portfolio management tools.

Kyle Rice is a CFP® with five years of industry experience, currently advising at Brighton Jones LLC in Scottsdale, AZ. His prior experience includes roles at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Rice also worked in education and service industries before entering financial advising. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary and non-discretionary portfolio management, as well as coordinated family office support and access to affiliated private investment funds and trust services.

Lant Webb is a Series 65-licensed financial advisor with Stoker Ostler, a part of BMO Financial Group, based in Scottsdale, AZ. He has 13 years of industry experience and has been with Stoker Ostler Wealth Advisors since 2010. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar client portfolios with a customized investment approach that emphasizes diversified portfolios and tax-aware strategies.

Lauren Pilling is a financial advisor at Altitude Capital Management LLC with a Series 65 credential and one year of experience. Prior to her current role, she has held positions in various industries including health and wellness through Scorpion Reiki Healing LLC and the food service sector. She also has experience working at Scottsdale Ranch Animal Hospital and Merrill Edge. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets across a multi-team structure.

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.

Louis Lizza II is a CFP® professional with seven years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He holds insurance licenses including Accident and Health, Sickness, and Life, and has been active in the insurance business alongside his advisory role since 2019. His career includes prior roles at MassMutual Insurance Company and SparrowOne, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the broader Mutual of Omaha group, offering integrated broker-dealer and insurance services alongside its advisory business.

Armani Cortez is a financial advisor at Principal Advised Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Nationwide Investment Services Corp and OneDigital Investment Advisors LLC. Cortez is based in Phoenix, AZ. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodology with proprietary models and benefits from its integration with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

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.

Martin Williams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Williams is also an insurance agent specializing in life, health, and annuities, and owns Martin Williams LLC for tax reporting purposes. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Brian Bucell is a CFP®-designated financial advisor with 12 years of industry experience, currently with Dynamic since 2018. Prior to that, he worked at Steel Peak Wealth Management for four years. He is a co-owner of Aculis Inc., a company focused on using artificial intelligence to help advisors and support staff save time on administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and practice support services. The firm emphasizes tailored, long-term portfolio construction and also provides extensive support to other advisers through technology platforms, outsourced trading, and research services.

Jeffrey Krueg is a financial advisor at Dynamic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors and Autus Asset Management. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on providing integrated technology and operational support to other advisers.

Todd Thomas is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Galloway Asset Management, LLC. In addition to his advisory role, Todd holds an Arizona insurance license and is authorized to sell fixed annuity products. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a variety of portfolio management tools.

Theresa Standart is a financial advisor at Dynamic with 18 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior roles include positions at Autus Asset Management and Dynamic Wealth Advisors. Dynamic serves a broad client base, including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and retirement plan services, with a focus on a long-term, client-specific investment process and significant support for other advisers through technology and outsourced 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.

Zebrick De Leon is a financial advisor at BOK Financial Securities, Inc. in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill Lynch. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and governmental entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with firm-driven investment research and asset allocation.

Joena Russell is a CFP® credentialed financial advisor with 23 years of industry experience. She is currently with Nations Financial Group, Inc. and has previously worked at firms including Twin Peaks Wealth Advisors, LPL Financial LLC, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing rental property ownership. Nations Financial Group, Inc. serves a wide range of clients including individuals, pension plans, trusts, and businesses, offering portfolio management, pension consulting, and a variety of investment strategies that incorporate both in-house and third-party managed solutions.

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.

Christopher Ordway is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at Dynamic Wealth Advisors dba STF Wealth Management since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of advising, he is the author of the book *Reveal the Rockefeller Within* and is involved in educating parents on college planning and financial aid through The Hefar Group. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and offers services ranging from portfolio management to sub-advisory and practice support for other advisers.

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.