Nathaniel Facarazzo is a financial advisor with Sequent Planning, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Regal Investment Advisors LLC. He is also involved in the solicitation of fixed and indexed life and annuity products through various communication methods. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework with diversified manager exposures and offers services including asset management, financial planning, and retirement-plan consulting.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

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.

Cameron Enriquez is a CFP® professional with five years of industry experience, currently advising at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2024, he worked at Lux Wealth and Northwestern Mutual in both investment management and life insurance roles. His earlier experience includes three years at Learnvest Planning Services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios through a mix of internal management and select third-party sub-advisors.

Michael Harty is a CFA® charterholder with 16 years of industry experience. He has worked at CW Advisors, LLC since 2019 and previously was with Charles Schwab Bank and Charles Schwab from 2010 to 2019. He is based in Scottsdale, AZ. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base, including individuals, families, trusts, and institutions, and employs a Core-and-Satellite investment approach combining active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Louis Lizza II is a CFP® professional with seven years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He holds licenses in Accident and Health, Sickness, and Life insurance and has worked in both advisory and insurance roles since 2017. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering managed account programs and retirement plan consulting primarily through platform relationships with Envestnet and Pershing.

John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, including high-net-worth households, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.

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.

Greyson Geiler is a financial advisor with AlphaStar Capital Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes roles at Secure Estate Solutions, Senior Tax Network, and Andorra Capital, where he manages a Reg-D hedge fund focused on gold and silver leases and bonds. Outside of his advisory role, he is involved in insurance services and tax advisory through his other business ventures. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs a blend of strategic and tactical investment models and utilizes third-party portfolio construction technology, serving over 8,400 client relationships with roughly $2.5 billion in assets under management.

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.

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Levi Earhart is a CFP® with 14 years of industry experience currently associated with Simplicity Wealth in Scottsdale, AZ. He previously worked at The Vanguard Group, Inc. for 14 years and has experience with Scottsdale Serenity Rehab and Juniper Wealth Management. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, combining advisory services with technology and operational support for other advisors.

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.

Zebrick De Leon is a financial advisor at BOK Financial Securities, Inc. in Phoenix, AZ, with 16 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining BOK Financial Securities in 2025, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2021 to 2025, and at Bank of America and Merrill from 2013 to 2021. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client interaction with strategic investment research and tailored asset allocation guided by its internal Strategic Investment Advisors.

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Timothy Sperling is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 65 license and has previously worked at Triad Advisors and Clear Stream Advisors. In addition to his advisory role, he is CEO of Saguaro Business Development LLC, focusing on business development activities. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, third-party money managers, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supported by an internal portfolio team and provides integrated services including retirement plan consulting and portfolio reporting.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Paul Harding is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at OneAmerica Securities, American United Life, and WealthPoint, LLC. Outside of his advisory work, he is also an independent insurance agent providing guidance on business equity transfer. 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 approach utilizing ETFs, mutual funds, and individual securities, and combines advisory services with technology solutions and a managed account platform.