James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

William Herding is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at White Water Wealth, LLC, Camelback Wealth Consultants, and American Express. Herding is involved in community activities as a co-captain of the Catholic Beer Club and serves as treasurer for the Biltmore Area Partnership. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

Justin Rivera is a CFP® and CFA® with 10 years of experience in the financial industry. He is currently with Larson Financial Group, LLC and previously worked at firms including Motley Fool Wealth Management, TMF Investments, and The Vanguard Group. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches through model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its advisory process.

Kory Leadon is a CFP® and holds a Series 66 license with 16 years of experience in the financial advisory industry. He has been with Brighton Jones LLC since 2004, including its predecessor entity, and is currently based in Scottsdale, AZ. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and family office services, offering a broad range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Michael Walling is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, Walling is a partner in RBG Capital LLC, which provides wealth management, business succession planning, and investment banking services, including mergers and acquisitions advisory. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering a range of investment and wealth management services, including advisor-managed accounts, third-party money manager access, and retirement plan consulting. The firm utilizes an integrated operating model supported by an internal portfolio team that provides models, strategies, and trade execution across multiple asset classes.

David Christian is a CFP® professional with 14 years of industry experience. He has worked primarily at Coldstream Wealth Management since 2025 and previously spent 11 years at Cable Hill Partners, LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Summit Global Investments and Galloway Asset Management LLC. In addition to his advisory work, he is self-employed in tax preparation through DT Financial LLC. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized investment committee and specialized divisions.

Daniel Loza is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northern Trust Securities, he worked at Vanguard and Charles Schwab, and his background includes roles at Amazon and Nike, as well as a period of full-time education. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a range of managed accounts and combines advisory, brokerage, and custody services supported by its affiliation with Northern Trust Corporation.

Victoria Yazzie is a financial advisor at PFG Advisors with 20 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining PFG Advisors in 2024, she worked for 18 years at The Vanguard Group, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Andrew Stange is a CFP® with 14 years of industry experience who currently serves at CW Advisors, LLC. Prior to joining CW Advisors in 2026, he worked at Rovin Capital for four years and spent a decade with Fidelity in various advisory roles. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed money managers.

Tyler Leuning is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years and Leading Edge Academy for three years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Eric Bailey is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Sagepoint Financial and OSAIC before joining AmeriFlex in 2023, and he is currently also affiliated with Momentum Financial Partners and Cambridge Investment Research. 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 retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Kingswood Capital Partners, Capital Wealth Alliance, and Raymond James Financial Services. Cox is also the owner of an independent insurance agency, TDC Insurance LLC, which brokers fixed life and annuity products. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach utilizing both proprietary and third-party portfolios and manages approximately $582 million for around 4,000 clients.

Jordan Hall is a CFP® and Series 66-licensed advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a framework guided by personalized Investment Policy Statements.

Mark Magruder is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Geneos Wealth Management and Life Financial Group. Magruder is involved with The Legacy/Life Institute for Financial Excellence, which provides family counseling for church groups. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, utilizing asset-class models and third-party research. The firm offers a range of billing options and specializes in Biblically Responsible Investing strategies.

Adam Pearce is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 14 years. Pearce is also an author and teaches Financial Peace University classes focused on financial literacy. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary model portfolios, third-party managers, and advisor-managed solutions.

Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Lant Webb is a Series 65-licensed financial advisor with Stoker Ostler, a part of BMO Financial Group, based in Scottsdale, AZ. He has 13 years of industry experience and has been with Stoker Ostler Wealth Advisors since 2010. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar client portfolios with a customized investment approach that emphasizes diversified portfolios and tax-aware strategies.

Jeffrey Martin is a financial advisor with Wealth Watch Advisors, Inc in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Tucker Wealth Management, Simplicity Financial Marketing, Horter Financial Strategies, and Horter Investment Management. He is also involved in the sale of life, health, and annuity insurance products through multiple carriers as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management using third-party model managers, financial planning, consulting, and solicitor services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes and approved alternative private placements for accredited investors.