Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.

Austin Witherill is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Scottsdale Unified School District, Autus Asset Management, Waste Management, and Arizona State University. 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 that includes fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Jason Smith is a CFP® professional with 30 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2019. His prior roles include positions at VOYA Financial Advisors and Sji Financial Services, Inc. Outside of financial advising, he is a self-published author of a book reviewing Genesis 1-11 and is involved in life insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and investment strategies tailored by its advisors.

Michael Wong is a CFA® and PFS™ credentialed advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and Ashton Thomas Securities, having previously worked at M. S. Howells & Co and Wells Fargo Wealth Management. Outside of his advisory role, he serves as co-trustee of a deceased friend’s education trust for the benefit of the friend’s children. Ashton Thomas Private Wealth serves individual and institutional clients, including 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, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Andrew Carrier is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Services Network and has previously worked at Parallel Advisors, Spire Investment Partners, and NorthCoast Asset Management. Carrier operates 8 Mile Investments PLLC as an independent contractor, which is his sole professional business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Rafael Murguia Ramirez is a Series 65-licensed advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding six years of industry experience. He has been with Trilogy Capital since 2019 and previously worked in roles at Apple/Volt and PMI Services North America. Ramirez is also a licensed non-variable insurance agent involved in the sale of fixed insurance products. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house model series and third-party sub-advisors, and integrates personal and business real estate considerations into advanced financial planning.

Christopher Jennings is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. His prior experience includes roles at Vanguard Group Inc, PFG Advisors, United Planners, and Securities America, Inc. He is also involved in insurance advisory activities as a non-variable insurance agent. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm offers customized portfolios overseen by an investment committee that employs a Rules Based Investing system and integrates a range of asset classes and strategies tailored to client objectives.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Shawn Porter is a CFP® with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. His prior experience includes roles at LPL Financial, Cetera Investment Services, and First Interstate Bank. He is also involved in fiduciary activities through the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm utilizes a diverse investment approach incorporating mutual funds, ETFs, alternative investments, and options strategies, supported by its Amplify Platform for program management and model design.

Dillon Chamberlain is a CFP® with two years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. He previously worked at The Vanguard Group, Inc. for two years prior to joining Stoker Ostler. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified strategies that emphasize long-term holdings balanced with tactical shorter-term trades and tax-aware techniques.

Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Jason Richards is a CFA® charterholder with six years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously held roles at Autus Asset Management, LLC and TrustBank. 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 uses a range of investment strategies across multiple asset classes and integrates technology platforms to provide tax-efficient portfolio management.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. 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, and access to alternative investments, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Kevin Bower is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and the Pima County Assessor's Office. He is also the owner of Bower Insurance Group and KKBower LLC, operating as an independent insurance agent and business owner. The AmeriFlex Group provides investment advisory services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm operates through a network of advisory affiliates and utilizes multiple program platforms to deliver customized investment strategies.

Corey Oberholtzer is a CFP® credentialed financial advisor with 24 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products, using an open-architecture model focused on international equity strategies combined with co- and sub-advisory relationships.

Jeffrey Juniper is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated Juniper Wealth Management, LLC since 2018 and is involved in other business ventures, including managing Strategic Personal and Business Insurance Solutions, offering life insurance and annuities, and serving as president of Protect R World, Inc, a company focusing on micro security technology for public safety communication. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, providing model portfolio management, third-party manager due diligence, and technology solutions for advisers through its TAMP platform.

Katrina Barrett is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been associated with both Geneos Wealth Management and Lazarus Group since 2009. Outside of her advisory role, she is involved in founding and managing Fenix LPC LLC and operates as a realtor and owner of Local Luxury Real Estate LLC. 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 with a range of investment strategies and portfolio management options tailored to client needs.