Cade Roque is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at LPL Financial, Mutual of Omaha Investor Services, and Mutual of Omaha Insurance Company. Outside of his advisory role, Roque is involved in a martial arts business, Maracaba BJJ, based in Mesa, AZ. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets. The firm employs a mixed analytical approach and provides a range of services including financial planning, retirement consulting, and access to LPL-sponsored advisory programs.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Michael Halliday is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background as a partner and attorney at Morris Hall, PLLC. Outside of his advisory role, he is involved in life and health insurance sales through Morris Hall Life and Health, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment programs and strategies tailored to client goals and risk tolerance.

Jose Garza is a CFP® with 19 years of experience in the financial services industry. He is currently with Simplicity Wealth and Juniper Wealth Management, having previously worked at firms including Charles Schwab, JP Morgan, and Strategy Financial Group. His work history spans various roles across wealth management and securities firms. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, maintaining discretionary authority over many portfolios and offering a range of advisory and technology services to advisers.

David Hughes is a CFP®, CFA®, and Series 65 registered advisor with nine years of industry experience. He currently works at Dynamic and previously held roles at Goldman Sachs Personal Financial Management and Ronald Blue & Co. 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 offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through integrated technology and operational resources.

Kurt Cretors is a financial advisor at Advisory Solutions Group with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. In addition to his advisory role, he owns and manages Optimized Business Transitions, LLC, a firm that assists business owners with planning and executing business transitions. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms through financial planning, consulting, portfolio management, and turnkey business services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and provides both discretionary and non-discretionary portfolio management.

Renaurd Reynolds is a financial advisor with CoreCap Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at CoreCap Investments, Guideline Wealth Management, Ameritas Investment Corp., Spartan Financial Group, and Capital Choice Financial Services. Outside of advisory work, he provides tax and accounting consulting services through his CPA practice. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales, often incorporating sub-advisors and third-party asset managers.

Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Darren Kennon is a financial advisor at PFG Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Planners, Securities America Inc, and LPL Financial. He has managed his own advisory business since 1995 and has concurrent roles at Forest Home LLC and Truwest Credit Union. 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 involves model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs, supported by multiple marketplace platforms and strategic industry relationships.

Alena Boucek is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at VotingSmarter and VIP Mortgage. She also has experience outside finance, having worked at Gigi's Cupcakes. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Alexander Shaw is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Bank of America for ten years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Christopher Cohan is a financial advisor with CoreCap Advisors in Scottsdale, AZ. He holds the ChFC® designation and Series 63 and 65 licenses, with one year of industry experience. Prior to joining CoreCap Advisors, he has been involved with RJP Estate Planning since 2013, where he provides estate planning services and introduces new clients to financial advisory services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

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.

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.