Thomas Shanley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Diversify Advisory Services since 2023 and has prior experience at Dfpg Investments and through his own firm, T. Haneman Shanley, LLC. In addition to his advisory roles, Shanley serves as an adjunct instructor at Colorado State University's College of Business and is licensed as an attorney. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation tailored to client goals and risk tolerance, offering a range of models and alternative investment options.

Edward Hable is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with Equity Advisor Solutions and Triumph Capital Management. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and various strategies such as options and selective cryptocurrency exposure through its Amplify Platform.

Joshua Robbins is a financial advisor at Halbert Hargrove with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Halbert Hargrove in 2022, he worked for Robert W. Baird from 2015 to 2022. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $4.2 billion through a multi-advisor platform, providing discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.

Norman Anderson is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has prior experience with Chalice Wealth Advisors, Chalice Capital Partners, and First Allied Advisory Services. Outside of investment advisory, he engages in fixed life insurance and tax strategy marketing activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Karen Longo is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and 28 years of industry experience. She has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2014. Outside of her advisory role, she is involved with Management Affiliates International, Inc., a business entity related to investment activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, customizing portfolios to clients’ objectives, risk tolerance, and tax considerations.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. 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, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Zachary Mason is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held positions at Securities America, Inc and LPL Financial, LLC prior to his current role. Outside of his advisory work, he has a non-investment-related involvement with Wildwood Home Company LLC. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with services including discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to tailor portfolios to clients’ specific time horizons, risk tolerances, and tax considerations.

Christina Artem is a financial advisor at Cardinal Point Wealth Management in Scottsdale, AZ, holding a Series 65 designation. She has seven years of industry experience, including roles at TD Wealth and RBC Phillips, Hager & North. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and offers cross-border U.S./Canada services.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.

Jared Williams is a CFP® with 21 years of industry experience. He is currently with Trek Financial, where he has worked since 2022. His prior experience includes roles at Heritage Wealth Management, Levin Funding Group, Paradigm Stratagem, and Bauer Captain & Johnson. Williams is also a licensed insurance agent, involved in the sale of fixed insurance products. Trek Financial serves individual and high-net-worth clients, as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical portfolio construction techniques, incorporating AI tools under governance and human review, and provides a wide range of model and alternative investment strategies.

Matthew Figueroa is a financial advisor at Ashton Thomas Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, Inc., and Pinnacle Peak Private Client Group. He serves as a board member of the Vista Monterey Homeowners Association. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model and utilizes a range of investment strategies, including mutual funds, ETFs, independent managers, and specialized products.

Christopher Stovall is a financial advisor with Virtue Capital Management, LLC in Scottsdale, AZ, holding a Series 65 credential and nine years of industry experience. Prior to joining Virtue in 2018, he worked at Horter Investment Management, LLC and has been involved with Secured Financial Solutions, LLC and Arizona's Insurance, LLC since 2016 and 2009, respectively. Outside of his advisory roles, he owns and operates Christopher Creek General Store, LLC, a non-investment-related business. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a variety of portfolio management and financial planning services, employing tactical, strategic, and dynamic investment approaches through a multi-team model of advisers and partner representatives.

Tyler Clark is a financial advisor with United Capital Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and with eight years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Edward Jones, among others. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm’s platform emphasizes customized portfolio solutions, offering access to third-party managers, ESG and faith-based options, and a broad affiliate network that includes legal and trust services.

Brandon Kaplan is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with The AmeriFlex Group in Scottsdale, AZ, having joined the firm in 2024. Prior to this, he held roles at Cambridge Investment Research, AssetMark, and several other financial firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, delivering strategies via model asset allocations and discretionary manager relationships.

Brianna Miller is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and two years of industry experience. Her prior roles include positions at CI Global Asset Management and BMO Investment Counsel, along with experience in e-commerce. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies through its Amplify Platform.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at USAA Investment Management and Lincoln Financial Group. Outside of advisory work, he owns and manages a real estate business specializing in house flipping. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a quantitative investment approach focused on technical indicators applied to ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.

Alexander Mc Bain is a Series 65-credentialed advisor at Ashton Thomas Private Wealth with experience beginning in 2024. Prior to joining Ashton Thomas, he worked at Coldstream Wealth Management from 2021 to 2024 and has held various roles outside the financial industry. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and retirement plans. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment approaches and proprietary platforms.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Alexander Koury is a CFP® certificant with 17 years of experience in financial advisory. He currently works at Mutual Advisors, LLC and has held previous roles at Hosler Wealth Management, Commonwealth Financial Network, and LPL Financial, among others. Outside of advisory work, he creates content for a financial education website aimed at business owners and is an independent insurance agent. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios with a combination of active and passive strategies that emphasize diversification and alignment with client objectives. The firm is notable for its scale of institutional asset management and its operational features such as access to annuities through an Outsource Insurance Desk and relationships with third-party managers.