David Newby is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Summit Wealth Group and has previously worked at Commonwealth Financial Network, Jackson National Life Distributors, TD Ameritrade, and Equitable Advisors. Newby also conducts fixed insurance sales as part of his business activities. Summit Wealth Group is a multi-team registered investment adviser with 39 advisors managing approximately $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and separate tax services.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

David Maxey is a financial advisor at Trek Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Family Offices, LLP and Heritage Wealth Management, LLC. Maxey is also a licensed insurance agent and receives commissions on insurance products sold. 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 employs a blend of strategic and tactical portfolio construction, incorporates advanced models and artificial-intelligence tools, and provides a broad range of model and alternative investment options.

Cynthia Medina is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. She has worked at Trek Financial since 2014 and also has longstanding roles at A&E Service and Sterilite. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services through a network of adviser representatives. The firm employs a blend of strategic and tactical investment approaches, utilizing various model strategies and artificial-intelligence tools under human oversight.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.

Michael Wilson is a financial advisor at Trajan Wealth, L.L.C. in Peoria, AZ, with nine years of industry experience. He holds a Series 65 designation and previously worked at MHCB Retirement Solutions, LLC. Outside of his advisory role, he is also licensed to sell various insurance products. 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 process tailored to client objectives and documented in an investment policy statement.

Nicholas Cvetanovich is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. In addition to his advisory duties, Nicholas acts as an insurance agent selling fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management and financial planning services, employing a tailored investment process based on fundamental, technical, and cyclical analysis.

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

Jeffrey Anderson is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Benefit Commerce Group 401(k) Advisors, Global Retirement Partners, and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios with a focus on mutual funds, ETFs, equities, and fixed income, while also offering ERISA-focused plan services and participant education.

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.

Bryson Blackwell is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Realta Equities Inc, Coastal Equities, Inc., and 1031 DST Group. Additionally, Blackwell is active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, employer‑sponsored retirement plans, and charitable organizations. The firm employs a strategic asset allocation process based on fundamental, technical, and quantitative analysis, often utilizing third‑party model managers and tools such as Nitrogen risk profiling.

Noel Gerson is a financial advisor with Kovack Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 14 years of industry experience. He has worked at Kovack Advisors since 2017 and previously held positions at Wells Fargo Advisors and Edward Jones. Outside of his primary role, he manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions involving life insurance and long-term annuities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, employing both internally developed models and third-party managers to manage accounts through a structured investment process.

Allison Modrak is a CFP® and Series 66 license holder with five years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Aw Securities, Allworth Financial, Northwestern Mutual Wealth Management Company, among others. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Daniel Twogood is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at multiple firms, including Equitable Advisors and AXA Advisors, and has operated Twogood Financial Services, Inc. since 2000. Outside of advising, he is involved as an independent insurance agent and holds membership in several LLCs related to his professional and personal activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, and investment advisory services through a national network of representatives using multiple investment programs and also manages private pooled investments and offers sub-advisory and turnkey asset management solutions.

John Dombroski Jr. is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds the Series 65 designation and has been with CreativeOne Securities since 2012. Dombroski is also involved in various business activities, including managing a gift and antique store and consulting for a radio show focused on financial topics. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning and asset management through a proprietary platform and access to third-party managers, offering discretionary and non-discretionary portfolio services tailored to client objectives.

Kurt Markgraf is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Killian Gorman is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and the State of Kentucky Transportation Cabinet. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities, offering discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm utilizes a range of investment strategies and operates the Amplify Platform to provide back-office support and access to program managers and UMA/SMA solutions.

John Miller is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, Arcosa Aggregates, and Vulcan Materials Company. Outside of his advisory duties, he is active as a licensed life and health insurance agent focused on fixed insurance products. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, and frequently uses third-party models and money managers through AE Wealth Management’s platform.