Brian Bucell is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Dynamic since 2018 and previously worked at Steel Peak Wealth Management, LLC. Outside of his advisory role, he is co-owner of Aculis Inc., a company focused on using artificial intelligence to streamline administrative tasks for advisors and support staff. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support solutions, with an emphasis on supporting other advisers through technology platforms, sub-advisory services, and research offerings.

Jeffrey Krueg is a financial advisor at Dynamic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors and Autus Asset Management. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on providing integrated technology and operational support to other advisers.

Greyson Geiler is a financial advisor with AlphaStar Capital Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes roles at Secure Estate Solutions, Senior Tax Network, and Andorra Capital, where he manages a Reg-D hedge fund focused on gold and silver leases and bonds. Outside of his advisory role, he is involved in insurance services and tax advisory through his other business ventures. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs a blend of strategic and tactical investment models and utilizes third-party portfolio construction technology, serving over 8,400 client relationships with roughly $2.5 billion in assets under management.

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Ryan Reming is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Elite Wealth Advisors, where he serves as president. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

Levi Earhart is a CFP® with 14 years of industry experience, currently serving at Simplicity Wealth and Juniper Wealth Management. He previously worked at The Vanguard Group, Inc. for 14 years and at Scottsdale Serenity Rehab for five years. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, providing financial planning, portfolio management, and retirement plan services. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through its managed account platform.

Theresa Standart is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab and Autus Asset Management, LLC. She has been with Dynamic and its related entities since 2016. Dynamic serves a broad client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources for other advisers.

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Joena Russell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. She previously worked at Twin Peaks Wealth Advisors, LPL Financial, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing a rental property in Scottsdale, AZ. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers tailored to client objectives and risk tolerance.

Timothy Sperling is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 65 license and has previously worked at Triad Advisors and Clear Stream Advisors. In addition to his advisory role, he is CEO of Saguaro Business Development LLC, focusing on business development activities. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, third-party money managers, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supported by an internal portfolio team and provides integrated services including retirement plan consulting and portfolio reporting.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Paul Harding is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Leaders Group Inc, OneAmerica Securities, American United Life, and WealthPoint, LLC. Outside of his advisory work, Harding is also an independent insurance agent advising business owners on equity transfer. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with model portfolio management and third-party manager oversight, while also providing technology and operational solutions for other advisers.

Karli Bradley is a CFP® and Series 66-licensed advisor with 15 years of industry experience. She has been with Retirement Planners of America since 2016. Outside of her advisory role, she is also an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants by providing discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm utilizes an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios built predominantly from ETFs and mutual funds.

Christopher Ordway is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at Dynamic Wealth Advisors dba STF Wealth Management since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of advising, he is the author of the book *Reveal the Rockefeller Within* and is involved in educating parents on college planning and financial aid through The Hefar Group. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and offers services ranging from portfolio management to sub-advisory and practice support for other advisers.

Kayla Mayoral is a CFP® with nine years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2024. She has previously worked with Raymond James Financial Services Advisors and Mekosh Financial. Outside of her advisory roles, she is involved with Baldini Investment Strategies, where she handles administrative and client-related duties. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client objectives and risk profiles.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. 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 portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Victoria Arguello Solorzano is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Arkadios Capital and RBG Capital LLC, among other firms. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs and third-party manager options. The firm employs multiple analytical approaches and operates an integrated model combining advisor teams, an affiliated broker-dealer, and an internal portfolio team.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Gonzalo De Leon Plata is a financial advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. His career includes roles at Trilogy Capital, LPL Financial, and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, employing a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors. The firm integrates personal and business real estate considerations into its advanced planning and private markets strategies and offers a range of portfolio management and consulting services.