Casey Johnston is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Galloway Asset Management, LLC since 2015. Outside of advisory work, he is an insurance agent authorized to sell fixed annuities and owns several small business ventures including a payroll administration company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a range of third-party tools and managers.

Christopher Cohan is a financial advisor at CoreCap Advisors with the ChFC® designation and Series 63 and 65 licenses. He has two years of industry experience and has concurrently worked in estate planning at RJP Estate Planning since 2013, where he introduces new clients to CoreCap through estate planning and insurance services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Zachary Jones is a CFP® and ChFC® with 10 years of experience in financial advising. He is currently with Brookwood Investment Group and also associated with Dovetail Capital Management and Brookwood Insurance Group. Prior to these roles, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He holds a license as an insurance producer and is involved with Brookwood Insurance Group, focusing on life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of tailored investment strategies and affiliated businesses supporting a comprehensive advisory model.

Thomas Rindahl is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at PFG Advisors in Tempe, AZ. His career includes roles at United Planners, Securities America, Inc., and LPL Financial. He has maintained his own practice and has worked with TruWest Credit Union since 2009. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party money managers with top-down macro allocation and index-based ETFs, supported by multiple marketplace platforms and an online estate-planning integration.

Theresa Krueg is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has previously worked with Dynamic Wealth Advisors under its Hanai and Renatus Private Wealth Advisors brands, as well as Autus Asset Management. Theresa manages her advisory business through Krueg Enterprises LLC for tax purposes. Dynamic serves a diverse client base that includes 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 offers a range of services including portfolio management, financial planning, retirement plan services, and extensive support for other advisers through technology platforms and sub-advisory relationships.

Cale Doda is a CFP®-certified financial advisor with four years of industry experience, currently with Modern Wealth Management, LLC. His prior experience includes roles at UBS Financial Services, Inc. and The Vanguard Group, Inc. Outside of advising, he is a part-owner of Brassica Transportation Services LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related services through a centralized investment process and an acquisition-driven growth strategy.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC 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 and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Scott Elisha is a financial advisor at Perigon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Perigon since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

William Sosniecki is a financial advisor at Perennial Financial Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and Lockton. He is also involved with Loan Factory, Inc. outside his advisory work. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Sabina Valic is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 license and 24 years of industry experience. She has worked at firms including Scottsdale Capital Advisors and Securities America, Inc. Outside of finance, she teaches ballet at Master Ballet Academy and is affiliated with the Yen-Li Chen Ballet School. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios, third-party managers, and a focus on macro allocation using index-based ETFs combined with fundamental, technical, and cyclical analysis.

Guadalupe Camargo is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. Prior to joining Diversify, Camargo worked at Thrivent Advisor Network LLC and Perspective Financial Services LLC, where they spent 18 years. Diversify Wealth Management offers investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating due diligence on third-party managers and a range of investment vehicles tailored to clients’ objectives.

Tanner German is a Series 65 licensed financial advisor with four years of industry experience. He is currently with IAMS Wealth Management, LLC and has prior experience at Personalized Financial and other ventures. Outside of advising, he is involved in web design and development consulting through DaVinci Digital and marketing services for real estate agents with GolfCourseHomes.com, LLC. IAMS Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party models, offering a broad range of investment instruments and utilizing AI tools and household account aggregation in its advisory approach.

David Matuszak is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at Pathlight Investors, Llc from 2014 to 2019 before joining Dynamic Wealth Advisors, operating as DJM Wealth Strategies, in 2019. 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 employs a long-term, client-specific portfolio construction process and provides a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable emphasis on supporting other advisers through technology platforms and research distribution.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Michael McCann is a CFP® with 23 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously spent 20 years at Perspective Financial Services, LLC and one year with Thrivent Advisor Network LLC dba Perspective Financial Services. Outside of his advisory work, he is chairman of the board for Friends and Supporters of Troop 30 Inc, a nonprofit overseeing local scouting units, and serves as a board member and volunteer for SEEDS for Autism, a day program focused on life skills education. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification investment approach using a broad range of instruments and offers multiple platform options through a team of more than 50 investment adviser representatives.

Edward Diaz is a financial advisor with IP Financial Advisory Services LLC in Phoenix, AZ, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include two decades at New York Life Insurance and Securities and nearly two decades running Diaz Strategies - Insurance & Financial Solutions. Outside of advisory work, he is a running coach with Running 2 PRs. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, using a variety of analytical approaches and discretionary management options.

Jayden Durrah is a financial advisor at Capital Investment Advisors, LLC with four years of industry experience. He holds a Series 66 registration and previously worked at Taverick Capital, LLC and Equitable Advisors. His background also includes various roles in educational institutions. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Koszitzki holds Series 63 and Series 65 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, fee-based financial planning, and consulting services. The firm offers tailored portfolio strategies using a combination of asset allocation, fundamental and technical analysis, and quantitative techniques, with options for discretionary and non-discretionary account management.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 48 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic approaches.