David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

John Dombroski Jr. is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 license and 17 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also affiliated with Grand Canyon Planning, where he has worked since 2004. Outside of his advisory work, he owns a gift and antique store and manages consulting firms related to professional services and a radio show. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to third-party managers through its proprietary platform.

Kurt Markgraf is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Eric Gauthier is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Terra Wealth and Val Vista Capital Management. Outside of his advisory role, he owns Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a wide range of investment options including ESG models and specialized services for insurance company clients and private funds.

Jeffrey Breese is a financial advisor with Concurrent Investment Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services and ownership of Flores Wealth Management. He is also active as an agent providing fixed insurance advice. Concurrent Investment Advisors is an enterprise firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, using a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Scott Porter is a CFP® with 24 years of industry experience, currently affiliated with Compound Planning, Inc. He has held roles at Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, and Benjamin & Jerold Brokerage I, LLC. Outside of his advisory work, he owns and manages a rental equipment business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional plan advisory services. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology and third-party partnerships to enhance its offerings.

Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

Winston Waring is a financial advisor at The AmeriFlex Group with six years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Cambridge Investment Research, Principal Life Insurance Company, and LPL Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using various asset allocation models and discretionary or non-discretionary manager relationships.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a tenure at Wedbush Securities since 2006. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Michael Phillips is a CFP® with 15 years of industry experience, currently serving as an Investment Advisor Representative at Verus Capital Partners, LLC since 2017. He previously worked at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory role, Phillips prepares tax returns and is involved in term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers discretionary management, financial planning, and pension consulting services.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Erick Krosky is a CFP® with 24 years of industry experience currently serving as a financial advisor at NWF Advisory Services Inc. Prior to joining NWF, he worked at firms including Edward Jones and The AmeriFlex Group. Outside of his advisory role, he assists with business decisions and marketing for his family's assisted living homes. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Cade Roque is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at LPL Financial, Mutual of Omaha Investor Services, and Mutual of Omaha Insurance Company. Outside of his advisory role, Roque is involved in a martial arts business, Maracaba BJJ, based in Mesa, AZ. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets. The firm employs a mixed analytical approach and provides a range of services including financial planning, retirement consulting, and access to LPL-sponsored advisory programs.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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 manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Michael Halliday is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background as a partner and attorney at Morris Hall, PLLC. Outside of his advisory role, he is involved in life and health insurance sales through Morris Hall Life and Health, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.