Scott Elisha is a financial advisor at Perigon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Perigon since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

William Sosniecki is a financial advisor at Perennial Financial Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and Lockton. He is also involved with Loan Factory, Inc. outside his advisory work. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Craig Connolly is a financial advisor at The Partners Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Inc. and RDX Flex, LLC. Outside of advisory roles, Connolly is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party managers, supported by the mandatory Amplify Platform for trading and oversight.

Matthew Harrison is a financial advisor with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. He has worked at Lincoln Investment and Golden West since 2015. Outside of advising, he serves on the endowment board of St. Mary’s Food Bank, where he helps oversee investment allocation and risk tolerance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house investment team to manage discretionary portfolios and offers various advisory programs, including custom portfolios and third-party manager access.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 48 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic approaches.

Scott Schemmel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha since 1983. Outside of his advisory role, he is a passive investor in oil well drilling and production. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and third-party managers on its approved platform.

Paul Brock is a financial advisor with Northeast Planning Associates, Inc. in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at LPL Financial since 2007 and Northeast Planning Associates since 2017. Outside of his advisory work, he is a board member at Turing Technology Associates, Inc. and provides marketing services through PDB Development, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individual clients and retirement plans rather than corporate accounts.

Michelle Decker is a CFP® with 24 years of industry experience and has been with Stoker Ostler Wealth Advisors, Inc. since 1998. She is based in Scottsdale, AZ, and holds a Series 65 license. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, diversified portfolios, ongoing due diligence, and draws on affiliated resources through its ownership by BMO Financial Corp.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.

Richard Rogers is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Belpointe Asset Management and Wells Fargo Advisors. He is also involved with Brookwood Insurance Group, where he works as an insurance producer. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Kurt Castaneda is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Flat Iron Wealth Management, SCF Investment Advisors, Ash Creek Financial Advisors, and several Global View Capital entities. Outside of finance, he serves as a Fire Captain and board member for the Mesa Fire/Medical Department and is engaged in cattle farming through ownership of 204 Cattle Company, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers, utilizing various analytical and asset allocation strategies.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and service as a combat engineer in the United States Army. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients as well as qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jakob Webel is a CFP® professional with three years of experience in the financial services industry, currently associated with Geneos Wealth Management, Inc. in Mesa, AZ. His prior experience includes roles at KeyBank and Key Investment Services LLC. Webel also conducts fixed insurance sales as an independent representative with various carriers. 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 through multiple programs, employing a range of investment strategies including discretionary and non-discretionary account supervision.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Stephen Irving is a financial advisor at EverSource Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Target, Veeya, LLC, and other companies. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, consulting services, and turnkey asset management through various investment programs and private markets platforms.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Conor Whitney is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2024. Prior to that, he was employed at Goldman Sachs from 2018 to 2024 and Merrill from 2015 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services including family office support, financial planning, and discretionary investment management. The firm employs a balance-sheet, holistic approach and utilizes independent managers alongside proprietary investment vehicles.

Maegan Bauman is a Series 65 licensed advisor with United Advisor Group and has three years of industry experience. She has worked with Flat Iron Wealth Management and SCF Investment Advisors, Inc., and has held roles with the City of Peoria and City of Mesa. In addition to her advisory work, Bauman serves as a firefighter paramedic with the Peoria Fire and Medical Department. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a range of investment strategies including proprietary model portfolios and third-party money managers tailored to client needs.