Alexander Avestini is a CFP® and holds a Series 66 license, currently serving with Pure Financial Advisors, LLC. He has 11 years of industry experience and has previously worked at Avior Wealth Management, Raymond James Financial Services, and other related firms. Avestini is also CEO of Avesta Wealth Management, LLC, where he provides financial planning services. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and uses advanced platforms for managing held-away retirement plans and donor-advised funds.

George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Kaitlyn Laney is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sowell Management since 2023. Her prior roles include positions at CWM, LLC, Silverhawk Insurance Services, Silverhawk Asset Management, and Fidelity. Laney is also a licensed insurance producer in Arizona with life, accident, health, and sickness lines of authority. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed account solutions.

Frederic Amberg is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Benefits Commerce Group, Triad Advisors, One Digital Investment Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in educational activities related to insurance products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on mutual funds, ETFs, equities, and fixed income, while also offering ERISA-focused plan services and participant education.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 and previously spent a decade as a student. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Ashley Robles Robles is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience including military service in the U.S. Army from 2017 to 2021. Outside of financial advising, she is also licensed 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 employs a strategic, globally diversified investment approach and provides additional services such as tax preparation and consulting through its affiliate, Trilogy Tax & Consulting.

Bernadette Broek is a financial advisor at Sequent Planning, LLC with three years of industry experience. She holds a Series 65 credential and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Outside of her advisory role, she is also an insurance agent affiliated with Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Thomas Kelleher is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes six years at CliftonLarsenAllen, LLP. He is also licensed to sell various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Erik Walker is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists, Verus Capital Partners, Securities America Inc, and SII Investments, Inc. Outside of advisory work, he conducts financial education workshops as a speaker and is involved in group benefits through Affordacare. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers a range of analytical approaches and discretionary portfolio management, with an emphasis on non-high-net-worth investors and retirement plan participants.

Brian Elsey is a financial advisor at Kovack Advisors, Inc. in Phoenix, Arizona, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and 1st Global Advisors. Outside of advising, he is associated with Horses Help LLC, a nonprofit riding center in Phoenix. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, providing a range of advisory services and using both internal models and third-party managers to construct and monitor client portfolios.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.

Stephen Captain is a CFP® with 39 years of experience in the financial industry. He is currently with Trek Financial, where he has worked since 1996, including a brief interval at World Equity Group, Inc. He manages an expense management business serving Bauer, Captain and Johnson. 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 retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a range of systematic and alternative investment strategies.

Bryan Heath is a financial advisor with Gradient Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Pacific Capital Resource Group, Royal Alliance, and Hornor, Townsend & Kent, among others. Outside of his advisory role, Heath has maintained a long-standing career in freelance TV sports production, specializing in computer graphics and on-air animation since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing various analysis methods to support client portfolios.

Courtney Lewis Williams is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade, and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a Notary Signing Agent and works part-time with the United States Postal Service. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Michele Farfan is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Mutual of America, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income.

Michael Gross is a financial advisor at Madison Partners in Phoenix, AZ, holding the CFP® designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Charles Schwab, where he worked for over two decades. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, fiduciary approach focused on long-term portfolio construction with a range of investment vehicles including ETFs, mutual funds, and alternative investments.

Nicolas De La Fuente is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and one year of industry experience. Prior to joining Ashton Thomas, he worked at Morgan Stanley for four years and held positions at ADP and ABC Nissan. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts, utilizing a platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. 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 and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

David Lundgren is a financial advisor at Meridian Wealth Management, LLC in Scottsdale, AZ, with 26 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Goldman Sachs / United Capital Financial Advisers and Bbva Compass Investment Solutions. Outside of advising, he is the owner of 7:7 Holdings, LLC, a company involved in purchasing and renovating properties for sale. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, managing most client relationships on a discretionary basis with a range of investment strategies including equities, ETFs, mutual funds, and fixed income.