Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.

Steven Klimke is a Series 65 licensed advisor with United Advisor Group, based in Gilbert, AZ, and has one year of experience in the financial industry. Prior to his current role, he worked in mortgage-related positions, including at Nexa Mortgage and Amerifirst Financial. In addition to financial advising, he is involved part-time as a mortgage planning and loan referral officer. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base, including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with value investing and multiple analysis techniques, managing assets through proprietary models, third-party sub-advisors, or custom accounts tailored to client needs.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including NEXT Financial Group and operates Reid Simpson, PLLC, where he is involved in residential real estate sales in Arizona. Simpson is also a founding member of GolfCourseHomes.com, LLC, which provides marketing services for real estate agents. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts, using discretionary portfolio management and model-based strategies. The firm serves a broad client base and incorporates a wide range of investment instruments, including equities, ETFs, fixed income, and alternative products, along with operational practices such as AI tools and household account aggregation.

Alano Massi is a CFP® professional with 12 years of experience in financial advising, currently with Dynamic since 2017. Prior to this, he worked at Steel Peak Wealth Management from 2014 to 2017. In addition to his advisory role, he manages Palm Capital Management LLC and operates as a licensed independent life insurance agent involved in insurance product sales and education planning. Dynamic serves a wide range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides discretionary and non-discretionary management, financial planning, and extensive support services for unaffiliated registered investment advisers.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

Alexandra Kroot is a CFP® with five years of industry experience, currently serving at Wedmont Private Capital since 2022. She previously worked at The Vanguard Group from 2017 to 2022. Outside of her advisory role, Kroot is a partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital provides financial planning and discretionary investment management primarily for individuals, charitable organizations, corporations, and employee benefit plans. The firm emphasizes passive, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing, with tailored strategies available for qualified clients through selected external managers.

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.

Eric Gauthier is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Apollon, he worked at Terra Wealth and Val Vista Capital Management and has ownership in Bell Rock Consulting, a software and sales/marketing consulting business based in Sedona, AZ. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors. The firm serves individuals, families, businesses, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a variety of investment approaches including ESG risk models, tax-managed Direct Indexing, and technology-enhanced research.

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® with 24 years of industry experience, currently serving at Compound Planning, Inc. He has worked with firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside of financial advising, he owns a rental equipment business and holds a partial ownership in an insurance-related entity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process. The firm offers discretionary portfolio management, financial planning, and institutional retirement-plan services, utilizing a range of strategies from low-cost ETFs to private credit and integrates technology for portfolio oversight.

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.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach to manage client investments.

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.