Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Bradley Burr is a CFP® with 38 years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC. His prior roles include positions at Ashton Thomas Private Wealth, M.S. Howells & CO, Sagepoint Financial, and Lovitt & Touche. Outside of advising, he is a licensed insurance agent and works as an independent contractor driving for ride-share services. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis and focuses exclusively on individuals and HNW investors.

Dillon Chamberlain is a CFP® with two years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. He previously worked at The Vanguard Group, Inc. for two years prior to joining Stoker Ostler. 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 portfolios using customized, diversified strategies that emphasize long-term holdings balanced with tactical shorter-term trades and tax-aware techniques.

Michael Simon is a financial advisor with UMB Financial Services, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Ameriprise, Comerica Bank, and Wells Fargo, among others. Outside of finance, he owns Princess Jewels, a retail business he has operated since 2002, and assists with financial matters for Interiors to Live By, a business owned by his wife. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm uses a structured onboarding process to place clients into model-based strategies within its wrap-fee Managed Account Solutions program, operating with both discretionary and non-discretionary account options.

Anthony Perez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. His prior experience includes roles at PNC Bank and BBVA Wealth Solutions, among others. Outside of finance, he owns an auto detailing business, ATOZ Auto Detail, where he manages marketing, contracts, and bookkeeping. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses in-house model allocations and a broad investment menu that includes alternative investments and offers customized strategies based on clients’ objectives and risk tolerances.

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Inc. from 2015 to 2026. 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 model-driven, discretionary portfolio management through Separately Managed Accounts and other strategies, combining advisory, brokerage, and custody services within a broad enterprise platform.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding a ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at LPL Financial and Securities America, Inc. Landis has been with PFG Advisors since 2015. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios with third-party managers, emphasizing macro allocation through index-based ETFs alongside various analytical methodologies.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.

Johnny Hernandez is a financial advisor at Modern Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Martinsen Wealth Management. Hernandez previously worked in roles outside of finance, including at Lyft. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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 supports both discretionary and non-discretionary account management.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Brian Jutting II is a CFP® professional with 13 years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Galloway Asset Management, LLC and THE Vanguard Group, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for 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 investment approaches.

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Andrea Alley is a CFP® professional with 14 years of industry experience. She is currently with Modern Wealth Management, LLC and has previously held roles at Galloway Asset Management, LLC. Alley has ownership in Public Safety Financial, a business connected to the public safety financial planning sector. 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 retirement plans, offering investment management, financial planning, and related services through a centralized investment committee and a range of strategic tools.

Robert Holman is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his role at CreativeOne Wealth since 2026, he is involved with Advanced Vertical Planning LLC, which provides professional services evaluations. Holman has held long-term roles at Dason Wealth Management and DASON LLC since 2006, where he has been involved in insurance sales and services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Nicholas Piccarreta is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Index Fund Advisors, Inc. He previously worked for The Vanguard Group, Inc. for 14 years. Based in Phoenix, AZ, he holds a Series 63 license. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm focuses on globally diversified, passively managed portfolios using index mutual funds and ETFs, incorporating tax-aware strategies and in-house tax services alongside its advisory offerings.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. 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 due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.