Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives.

Alden Rowe is a financial advisor at Maridea Wealth Management with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Heritage Financial Strategies and Cambridge Investment Research, among others. Outside of his advisory work, he owns and operates several online retail and publishing businesses. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a multi-advisor platform and provides investment management, financial planning, retirement advisory, and tax and insurance coordination through affiliated entities.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Chad Blanton is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding a Series 65 designation and seven years of industry experience. He has been a partner at Simplicity Group since 2017 and Guardian Wealth Management since 2021. Outside of financial services, he is a co-founder of Trademark Apparel, an apparel company based in Scottsdale, AZ. 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 when appropriate, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support to other advisers through its TAMP platform.

Caleb Jelcick is a financial advisor with McAdam LLC in Phoenix, AZ, holding a Series 65 designation and five years of industry experience. Before joining McAdam in 2021, he worked in various roles across multiple industries, including hospitality and retail. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using fundamental analysis and incorporates a range of investment strategies, including less liquid assets and cryptocurrency exposure.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has led since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and consulting services, combining an IAR network with outsourced asset management and advisory solutions.

Shane Knoll is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Galloway Asset Management, Purshe Kaplan Sterling Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, Knoll is involved as a stylist consultant for Color Street, selling nail polish on a part-time basis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio management approaches.

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.

Magdalena Eberhardt is a financial advisor at Modern Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Galloway Asset Management LLC. Eberhardt serves as a board member for the City of Phoenix Firefighter Healthcare Trust, attending quarterly meetings related to the plan’s oversight and investment updates. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical adjustments.

Nathaniel Barton is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brownstone Financial and Guardian Wealth Management. Outside of his advisory role, he serves as a Senior Planning Advisor with Simplicity Group, focusing on case illustration and product support. Simplicity Wealth provides advisory services to individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational solutions for other advisers.

Shane Tschida is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to his current role, he worked in real estate and continues to act as a real estate agent on an as-needed client basis. He is also licensed as an insurance agent in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

John Chichester Jr. is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is currently with Maridea Wealth Management in Phoenix, AZ, where he has worked since 2026. Prior to this, he held roles at LPL Financial, Dynamic Wealth Advisors, Cetera, Trustbank Wealth Management, and First Allied. He also serves as an adjunct professor at Northern Arizona University and operates a CPA firm specializing in tax preparation and accounting. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates individual securities or sub-advisers when appropriate, and applies a primarily long-term investment approach supplemented by AI tools and coordination across affiliated tax and insurance entities.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Joe Connell is a financial advisor at Modern Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios, third-party money managers, and strategic allocation tools in its investment process.

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.

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. 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 offers access to multiple third-party platforms and wrap programs.

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.