Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by multiple analytical methods.

Teig Jewett is a financial advisor at Portside Wealth Group, LLC with a Series 65 designation and no prior industry experience. He is also involved with several other businesses, including Illustrate LLC, Truest Law, and ANATTA Sound, LLC. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, co-advisory services, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers legal and accounting services through affiliated professionals.

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.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory services, he sells fixed-indexed annuities as part of his role. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to client-specific circumstances.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Eric Bailey is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes positions at Momentum Financial Partners, Cambridge Investment Research, OSAIC, and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and manages portfolios using customized strategies that include model asset allocations and discretionary manager relationships.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and related entities since 2020. Carolina also maintains a part-time role as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate non-traditional investment instruments.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Kirk Marley is a financial advisor at Trek Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Dovetail Planning, Inc., BCJ Capital Management, and KBM Services, Inc. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction with a variety of systematic strategies, alternative offerings, and employs artificial-intelligence tools under governance and human review.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Kingswood Capital Partners, Capital Wealth Alliance, Raymond James Financial Services, and Edward Jones. In addition to his advisory role, Cox owns an independent insurance agency that brokers fixed life and annuity products. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers across various asset classes and offers access to private placements alongside traditional advisory programs.

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.

Richard Pyle is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds the ChFC® designation and the Series 65 license. Prior to joining Ashton Thomas in 2022, he worked for Wellspring Financial Partners from 2015 to 2022. Outside of his advisory role, he is involved in tax preparation services and operates an online clothing retail business. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, supported by its proprietary Amplify Platform.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Kyle Rice is a CFP® with five years of industry experience, currently advising at Brighton Jones LLC in Scottsdale, AZ. His prior experience includes roles at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Rice also worked in education and service industries before entering financial advising. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary and non-discretionary portfolio management, as well as coordinated family office support and access to affiliated private investment funds and trust services.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Nathaniel Facarazzo is a financial advisor with Sequent Planning, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at USAA Financial Planning Services and Regal Investment Advisors LLC. He is also involved in the solicitation of fixed and indexed life and annuity products through various communication methods. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework with diversified manager exposures and offers services including asset management, financial planning, and retirement-plan consulting.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

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.