Levi Earhart is a CFP® with 14 years of industry experience, currently serving at Simplicity Wealth and Juniper Wealth Management. He previously worked at The Vanguard Group, Inc. for 14 years and at Scottsdale Serenity Rehab for five years. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, providing financial planning, portfolio management, and retirement plan services. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through its managed account platform.

Theresa Standart is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab and Autus Asset Management, LLC. She has been with Dynamic and its related entities since 2016. Dynamic serves a broad client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources for other advisers.

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. with 16 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through non-discretionary, fee-based investment management and financial planning. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Joena Russell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. She previously worked at Twin Peaks Wealth Advisors, LPL Financial, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing a rental property in Scottsdale, AZ. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers tailored to client objectives and risk tolerance.

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.

Timothy Hammond is a financial advisor with Wealthcare Advisory Partners LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at USAA Financial Advisors Inc and LPL Financial, and he currently provides investment advisory services through Gateway Wealth Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm offers wealth management, investment management, and financial planning services using a goals-based planning approach supported by proprietary technology and an evidence-based investment framework.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

Kayla Mayoral is a CFP® with nine years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2024. She has previously worked with Raymond James Financial Services Advisors and Mekosh Financial. Outside of her advisory roles, she is involved with Baldini Investment Strategies, where she handles administrative and client-related duties. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client objectives and risk profiles.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with a range of managed account solutions.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, LLC. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Tucker Sahnow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and LPL Financial LLC. Sahnow provides investment advisory services with Gateway Wealth Partners since 2025. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, utilizing a diversified approach with mutual funds, ETFs, individual securities, and independent managers.

Jason Noble is a CFP® with 19 years of industry experience, currently serving as an advisor at Dynamic. His prior roles include positions at Prime Capital Investment Advisors, Financial Engines Advisors, and M&T Securities. Outside of advising, he is involved with PCRM, LLC, which provides fixed-insurance products. Dynamic serves a diverse client base including individuals, trusts, and businesses, offering portfolio management, financial planning, retirement services, and sub-advisory support. The firm emphasizes a long-term, client-specific approach and provides integrated technology and operational support to other advisers.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.