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. in Phoenix, AZ, with 16 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining BOK Financial Securities in 2025, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2021 to 2025, and at Bank of America and Merrill from 2013 to 2021. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client interaction with strategic investment research and tailored asset allocation guided by its internal Strategic Investment Advisors.

Joena Russell is a CFP® credentialed financial advisor with 23 years of industry experience. She is currently with Nations Financial Group, Inc. and has previously worked at firms including Twin Peaks Wealth Advisors, LPL Financial LLC, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing rental property ownership. Nations Financial Group, Inc. serves a wide range of clients including individuals, pension plans, trusts, and businesses, offering portfolio management, pension consulting, and a variety of investment strategies that incorporate both in-house and third-party managed solutions.

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.

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.

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.

James Matt is a financial advisor at Ascentis Independent Advisors, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Golden State Equity Partners, Freedom Investment Management, and Fidelity. Matt has maintained a presence in various wealth management roles since 2008. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and a Private Direct Investments program that includes illiquid private funds under a documented allocation policy.

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.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked for 30 years at FSC Securities Corporation. His other business activities include offering fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates, providing discretionary portfolio management, financial planning, and consulting services. The firm uses both fundamental and technical analysis to build customized portfolios with tactical adjustments and selective hedging tailored to client-specific factors.

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.

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.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

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.

Hailey Leister is a CFP® with four years of industry experience and is currently an advisor at Brighton Jones LLC. She has been with Brighton Jones since 2021, following a brief tenure at Charles Schwab & Co and roles in academic and athletic support at the University of Arizona. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach. The firm provides discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, and practice support for other advisers.