Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.

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.

Victoria Arguello Solorzano is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation and two years of industry experience. She has worked at Arkadios Capital since 2024 and is also associated with RBG Capital LLC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing customized investment plans based on client risk profiles across various account types.

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.

Shannon Mc Laughlin is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch, The Leaders Group, and Boulevard Family Wealth Services. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at UBS Financial Services. Scott has been with Wedbush Securities since 2009. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm provides wealth management, fixed income, commodities, securities lending, and capital markets services, along with discretionary and non-discretionary portfolio management and third-party manager due diligence.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, LLC. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

Tucker Sahnow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and LPL Financial LLC. Sahnow provides investment advisory services with Gateway Wealth Partners since 2025. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, utilizing a diversified approach with mutual funds, ETFs, individual securities, and independent managers.

Weston De Priest is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 registrations with four years of industry experience. He previously worked at Modern Woodmen of America and MWA Financial Services, Inc., and is also a non-investment owner of US Hydroseeding & Environmental, LLC, a company providing erosion control and vegetation services. Trajan Wealth, L.L.C. serves individuals and retail investors, including high-net-worth clients, with a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' specific risk tolerances and tax situations. The firm also offers alternative private-market investments and integrates tax, estate, and insurance services as part of its advisory process.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Hailey Leister is a CFP® with four years of industry experience and is currently an advisor at Brighton Jones LLC. She has been with Brighton Jones since 2021, following a brief tenure at Charles Schwab & Co and roles in academic and athletic support at the University of Arizona. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach. The firm provides discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

John Stull is a CFA® charterholder with 23 years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously spent 13 years at Autus Asset Management, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis across various asset classes and incorporates technology platforms for tax-efficient portfolio management.

Stewart Preziose is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

Nathan Hines is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Geneva Trading and Integrity Marketing Group. Outside of Impact Partnership Wealth, he serves as Chief Investment Officer at High Point Retirement, focusing on fixed indexed annuities and life insurance as part of retirement planning. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, using a third-party platform for trading and compliance functions.

Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc. based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Geneos, he worked at Schooner Financial Associates. Outside of his advisory role, Tolzman is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.