Scott Christie is a financial advisor with Sowell Management in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 66 licenses. He has 40 years of industry experience and has worked at firms including TCG Advisors, LP, North Star Wealth Management, LLC, and Concert Wealth Management, Inc. He is also owner and an investment advisor representative of North Star Wealth Management, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent contractor advisors, offering a range of investment approaches including strategic and tactical allocation, individual equity selection, and model portfolios.

Bilal Lulu is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining Ashton Thomas, he held roles at KPMG, Deloitte, and RSM US LLP among other firms. 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 using its Amplify Platform and allocates client assets across a variety of strategies including mutual funds, ETFs, independent managers, and sub-advisers.

Colin Horning is a financial advisor with UMB Financial Services, Inc. in Scottsdale, AZ, holding a Series 65 designation and nine years of industry experience. He has been with UMB Financial Services since 2016 and also serves at UMB Bank. Outside of his advisory role, he is a board member of the Scottsdale Aquatic Club, a youth swim organization. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs a combination of model-based and manager-driven strategies and offers access to a range of investment products including mutual funds, ETFs, and fixed income instruments.

Stacey Price is a Series 66-licensed financial advisor with Kingswood Wealth Advisors, LLC in Scottsdale, AZ, and has two years of industry experience. Prior to joining Kingswood in 2025, Price worked at Edward Jones for two years and has self-employment experience dating back to 2015. Outside of advisory work, Price is a notary who assists estate attorneys by delivering trusts and discussing associated assets. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates insurance-linked accounts through affiliated financial entities.

Lauri Grovich is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Concorde in 2024, Grovich worked at LPL Financial and VOYA Financial Advisors. Outside of advising, Grovich is active in local politics as a state and precinct committeeman for the Maricopa County Republican Committee, engaging in committee leadership and community outreach. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory and participant services.

Kelli Erickson is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 credential with 12 years of industry experience. She has been with Trek Financial since 2014 and also operates Erickson Accounting Services, LLC, an accounting and tax services business she has run since 1993. 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 management using a variety of evidence-based models and artificial-intelligence tools, along with access to alternative investments and advanced hedging strategies.

Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.

Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

David Newby is a Certified Financial Planner™ with 16 years of industry experience. He is currently associated with Summit Wealth Group in Scottsdale, AZ, having worked there and with Commonwealth Financial Network since 2024. Prior to that, he spent six years at Jackson National Life Distributors LLC. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, employing various analytical methods and frequently utilizing third-party money managers and sub-advised models.

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 11 years of industry experience. He holds a Series 66 designation and has worked at various firms including NEXT Financial Group and Personalized Financial. Outside of advisory work, he is involved in residential real estate sales in Arizona and is a founding member of GolfCourseHomes.com, a marketing service for real estate agents. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.