John Durham is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked in various roles within the USAA organization since 2007, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Stokes is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at USAA Life Insurance Company since 2018 and USAA Financial Advisors, Inc. from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches such as fundamental, technical, quantitative, and asset allocation methods to manage portfolios.

Phillip Scavo is a CFP® and Series 66-registered advisor with five years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Charles Schwab & Co., Morgan Stanley, and Equitable Advisors. Outside of finance, he manages and performs in a music band. 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 a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, and independent managers, while integrating technology for tax-efficient portfolio management and offering affiliated fiduciary services.

Scott Harris is a CFP® professional with 28 years of industry experience, currently associated with The AmeriFlex Group in Phoenix, AZ. His previous roles include positions at Principal Life Insurance Company and Principal Securities Inc., where he spent 13 years, as well as various advisory firms. He serves on the board of Ronald McDonald House Charities in Phoenix. 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, utilizing model asset allocations and discretionary or non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.

Sergio Serrano is a financial advisor with Simplicity Wealth based in Phoenix, AZ. He holds a Series 65 designation and has experience working with Simplicity Wealth since 2026, previously being associated with The Vanguard Group from 2017 to 2019. Prior to his advisory career, he held roles outside of finance, including at UC Merced Campus Bookstore and Tonic Night Life Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Michelle Decker is a CFP® with 24 years of industry experience and has been with Stoker Ostler Wealth Advisors, Inc. since 1998. She is based in Scottsdale, AZ, and holds a Series 65 license. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, diversified portfolios, ongoing due diligence, and draws on affiliated resources through its ownership by BMO Financial Corp.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. 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, offering customized portfolios and access to various custodial platforms and third-party managers.

Donald Cuppy is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Autus Asset Management, LLC for 16 years before joining Parallel Advisors in 2022. 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 a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Louise Willmering is a CFA® charterholder with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multi-disciplinary investment approach and is noted for advising private pooled vehicles and serving insurance company clients.

Lori Callahan is a financial advisor at Wedbush Securities Inc. in Scottsdale, AZ, with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wedbush 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 across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Joseph Donti is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at several firms including AE Wealth Management, Solutions First Financial Group, and Priority Wealth Advisors. Donti is also the owner and CEO of Priority Financial and Insurance Solutions, Inc., where he is involved in life insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing through a large enterprise platform.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® with five years of experience in financial advising, currently practicing at Dynamic since 2020. Prior to his advisory role, he has been a 50% owner of Allison Ragsdale Photography LLC for over 20 years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and other advisers, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to unaffiliated registered investment advisers through technology, compliance, and research resources.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and service as a combat engineer in the United States Army. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients as well as qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Pilvinis is a CFP® professional with seven years of industry experience, currently serving at Strategic Wealth Investment Group, LLC since 2022. His prior roles include positions at PSP Financial Services LLC and PSP & Associates, Inc. In addition to his advisory work, he is involved in insurance sales through PSP & Associates, Inc. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios and incorporates fundamental, technical, cyclical, and charting methods in its investment analysis.

Lenny Letcher is a financial advisor with Packerland Brokerage Services, Inc. in Surprise, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Linda Field and Associates, alongside ownership of multiple tax preparation and accounting businesses. Outside of financial advising, he serves as president of a nonprofit organization and is a member of the board of a child development center. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and third-party relationships, managing over $900 million in client assets.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.