Louis Lizza II is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ. His prior roles include work at MassMutual Insurance Company and SparrowOne, LLC. In addition to his advisory work, he holds an Accident and Health / Sickness / Life insurance license and serves as an insurance agent. 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 within the Mutual of Omaha group, integrating advisory, broker-dealer, and insurance services, and utilizes platforms such as Envestnet and Pershing to deliver its managed solutions.

John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets and investment banking services, with a focus on international investing through its EPC Advisors Group division.

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® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Dynamic since 2018 and previously worked at Steel Peak Wealth Management, LLC. Outside of his advisory role, he is co-owner of Aculis Inc., a company focused on using artificial intelligence to streamline administrative tasks for advisors and support staff. Dynamic serves a diverse 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 practice-support solutions, with an emphasis on supporting other advisers through technology platforms, sub-advisory services, and research offerings.

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 in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA-affiliated entities since 2012. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

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.

Ryan Reming is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Elite Wealth Advisors, where he serves as president. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

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.

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.

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.

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.

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 with Simplicity Wealth in Scottsdale, AZ, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Leaders Group Inc, OneAmerica Securities, American United Life, and WealthPoint, LLC. Outside of his advisory work, Harding is also an independent insurance agent advising business owners on equity transfer. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with model portfolio management and third-party manager oversight, while also providing technology and operational solutions for other advisers.

Karli Bradley is a CFP® and Series 66-licensed advisor with 15 years of industry experience. She has been with Retirement Planners of America since 2016. Outside of her advisory role, she is also an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants by providing discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm utilizes an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios built predominantly from ETFs and mutual funds.

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.

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.