Michael Roberts is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including The Strategic Financial Alliance, Inc. and Triad Advisors, Inc. Outside of advising, he consults for the motion picture and TV industry on budgeting, film locations, tax incentives, and tax credits. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical analysis, offering clients flexible implementation options and regular portfolio reviews.

Jory Head is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Sage Point Financial and Capital Financial Services, Inc. Head is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies via model asset allocations, managed accounts, and both wrap and non-wrap solutions.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Jason Smith is a CFP® professional with 30 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2019. His prior roles include positions at VOYA Financial Advisors and Sji Financial Services, Inc. Outside of financial advising, he is a self-published author of a book reviewing Genesis 1-11 and is involved in life insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and investment strategies tailored by its advisors.

James Devary is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at A.G.P./Alliance Global Partners and National Asset Management. He serves as treasurer and board member for the United War Veterans Council and its foundation, and he is involved in non-investment ventures including a CBD/hemp supplements advisory board and ownership in a non-medical caregiving franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Shane Tschida is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in real estate, working with Zendoor as a real estate agent on an as-needed basis. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm partners with platforms like Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Ann Martin is a financial advisor with PFG Advisors, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at SECURITIES AMERICA, J.W. Cole Financial, and currently United Planners, alongside ownership of Brogan Martin Holdings. She serves as a trustee for Fandango Trust, focusing on estate planning, and is a member of the BNI networking group in Queen Creek, AZ. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Ginger Noteboom is a financial advisor at Encompass More Asset Management LLC with 11 years of industry experience. She holds a Series 65 designation and has previously worked at firms including Verity Asset Management, Appreciation Financial, McCauley Investment Advisory, and Cook Financial Services. Noteboom is also active as an independent insurance agent involved in health and life insurance sales and employee benefits education. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm combines proprietary and third-party investment models, offering a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Christopher Jennings is a CFP® professional with 10 years of industry experience. He currently works at Titleist Asset Management, LLC and previously held roles at Vanguard Group Inc and PFG Advisors among others. Jennings is also involved as an insurance agent in non-variable insurance. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies managed under a rules-based Total Return framework. The firm combines discretionary portfolio management with financial planning, retirement plan consulting, and affiliated tax and accounting services.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

Dillon Chamberlain is a CFP® with two years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. He previously worked at The Vanguard Group, Inc. for two years prior to joining Stoker Ostler. 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 portfolios using customized, diversified strategies that emphasize long-term holdings balanced with tactical shorter-term trades and tax-aware techniques.

Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for The Vanguard Group, Inc. for 11 years prior to joining Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services, utilizing both proprietary and third-party investment products.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding the ChFC® designation and Series 63 and 65 registrations. He has 26 years of industry experience, including roles at Securities America, LPL Financial, and Tempe Schools Credit Union. Landis has also operated under marketing names such as Landis Wealth Advisors and Landings Financial Services. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who implement model portfolios or select third-party managers, employing a top-down macro allocation approach with index-based ETFs and multiple marketplace platforms.

Robert Horstman is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TIAA-CREF, Tiaa, and Cetera Wealth Services. Horstman also holds a fixed insurance and annuities position, incorporating these products into client financial plans as appropriate. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.