Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has operated since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP) that provides sub-advisory and model portfolio services to other registered investment advisers. The firm combines strategic asset allocation with access to third-party managers and diversified investment strategies across various asset classes.

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.

Shane Tschida is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years at the firm and a total of two years in the industry. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he works as an insurance agent and is involved in real estate as a licensed agent on a client basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm combines investment advisory, broker-dealer, and insurance services within the Mutual of Omaha group and offers a platform-based approach with discretionary or non-discretionary investment options.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

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 financial advisor at Accelerate Retirement with three years of industry experience. She holds a Series 65 designation and has worked in the retirement services and financial planning sector since 2017, including roles at Sunwest Pensions and BCJ Financial Group. In addition to her advisory work, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and plan-level fiduciary services, utilizing customized portfolios and a primarily long-term investment approach.

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.

Michael Simon is a financial advisor at UMB Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Ameriprise, and Comerica Bank. Outside of his advisory role, he is the owner of Princess Jewels, a retail business in Phoenix, AZ. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and combining model-based and manager-driven approaches.

Steven Lichtblau is a financial advisor at Arkadios Wealth Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Arkadios in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, he is a partner in an insurance and business succession planning firm and serves on the board managing the office condominium complex where his firm is located. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a range of analytical approaches and maintains an integrated operating model with affiliated entities that support advisors and their clients.

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.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth Advisors. PFG Advisors offers 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 supports various third-party platforms and wrap programs.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.

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.