Jason Gove is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, Cole Capital Corporation, USAA Financial Planning Services, and Merrill. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm employs a structured portfolio approach using ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists and a range of specialized services such as pension consulting and executive compensation analysis.

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.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Cody Carmichael is a Series 65-licensed financial advisor with Modern Wealth Management, LLC, bringing 13 years of industry experience. He has worked at Galloway Asset Management, LLC since 2012 and serves concurrently as a police detective with the Glendale Police Department. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm uses a centralized Investment Committee and a combination of model portfolios and third-party managers to guide investment decisions.

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.

Mark Nickles Jr. is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at United Planners, OSAIC, and Bank of America, among others. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach involves a network of advisors utilizing firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Athanassios Panagiotakopoulos is a financial advisor at Dynamic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Pathlight Investors, LLC and Wells Fargo Clearing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on tailored, long-term portfolio construction and extensive support for other advisers.

Scott Porter is a CFP® professional with 24 years of industry experience, currently with Compound Planning, Inc. He has previously worked at Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside of his advisory role, he co-owns a property and casualty insurance business and manages a rental equipment venture. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, combining risk-based model allocations with both long-term and tactical investment strategies.

Tracy Cuda is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, and Cue Financial Group, where she has also served as senior vice president. She is involved in trust services as trustee of the CUDA Family Trust for Mom. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers with a focus on macro allocation using index-based ETFs, supported by integrated technology platforms and multiple marketplace partnerships.

Brian Bowen is a financial advisor at Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades before roles at TD Ameritrade and a brief period of unemployment prior to joining Dynamic. Dynamic serves a diverse range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, while also supporting unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, sub-advisory support, and technology solutions for other advisers.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience and holds a Series 66 designation. Her career includes roles at Cavanal Hill Investment Management, BOK Financial Securities, and PNC Managed Account Solutions, among others. She is based in Phoenix, AZ. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and offers a range of investment management and advisory services, with a notable focus on supporting other advisers through technology, operational support, and sub-advisory arrangements.

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.

Chrysta Andrade is a financial advisor at Root Financial Partners with three years of industry experience and holds a Series 65 credential. She previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Andrade serves as a board member for Domestic Violence Control Alt Delete, a nonprofit organization involved in fundraising and community support activities. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk tolerance, and offers educational programs and specialized portfolio management options.

Patrick Eng is a financial advisor at Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Perspective Financial Services, LLC for 17 years and at Thrivent Advisor Network LLC dba Perspective Financial Services for one year. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management using a variety of investment vehicles.

Drew Griffith is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Galloway Asset Management, LLC for over 10 years. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a team of about 94 advisors. The firm provides a range of services including investment management, financial planning, and modular solutions for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical adjustments.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 19 years of industry experience, including over 20 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm supports discretionary and non-discretionary portfolio management and conducts due diligence on third-party managers.

Michael Mazzella Jr. is a financial advisor at Dynamic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Mazzella also has an insurance agency business, Benefixx LLC, which he has owned since 2000. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and provides a range of services such as portfolio management, financial planning, retirement plan services, and support for other advisers through technology, research, and sub-advisory arrangements.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

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.