Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Michael Roberts is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including The Strategic Financial Alliance, Inc. and Triad Advisors, Inc. Outside of advising, he consults for the motion picture and TV industry on budgeting, film locations, tax incentives, and tax credits. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical analysis, offering clients flexible implementation options and regular portfolio reviews.

Jory Head is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Sage Point Financial and Capital Financial Services, Inc. Head is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies via model asset allocations, managed accounts, and both wrap and non-wrap solutions.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Bradley Allan is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Compass in 2025, he worked at The Allan Agency and Family First Life. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of analysis techniques and both internally managed and third-party investment strategies.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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 and multiple program platforms.

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.

Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

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.

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.

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., holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in real estate, working with Zendoor as a real estate agent on an as-needed basis. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm partners with platforms like Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses 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.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, Sun Valley Financial, and AXA Advisors. Oliva previously owned Sun Valley Financial, LLC, which managed operating expenses and insurance compensation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own investment management team.

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.