Roger Edwards is a CFP® professional with 18 years of experience in financial advisory. He has been with Global View Capital Management LLC since 2014 and previously worked at The Strategic Financial Alliance, Inc. and Investment Advisors International, Inc. Outside of his advisory work, he is a member of the Financial Planning Association of Greater Phoenix and serves as a part-time facilities worker at Sun Valley Community Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach, using proprietary research tools and trading infrastructure to manage diversified portfolios primarily through ETFs and mutual funds.

Jonathan Rosenthal is a financial advisor with Stonex Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stonex Advisors since 2015 and is also affiliated with StoneX Securities Inc. and his own firm, Rosenthal Financial Services, LLC, where he manages income tax preparation and insurance sales. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement client strategies.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.

Kevin Phillips is an advisor at Verus Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2017. Prior to this, he was associated with Securities America, Inc. from 2017 to 2020 and J.W. Cole Advisors, Inc. from 2013 to 2017. Phillips also holds a life insurance agent role offering term and long-term care insurance at client request. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to client goals and risk profiles.

Keith Klein is a financial advisor at The AmeriFlex Group with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cambridge Investment Research, Sagepoint Financial, and Turning Pointe Wealth Management. Outside of his advisory role, he serves as secretary and administrator for Gotta Believe Athletic Club in Scottsdale, AZ. 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 money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kyler Fuhriman is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at E*TRADE Securities and Goldenwest Credit Union. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm focuses on personalized investment policy statements and employs a diversified investment approach that includes tax-aware techniques and both discretionary and non-discretionary mandates.

Nicholas Gleisner is a financial advisor with Calton & Associates, Inc. in Mesa, AZ, holding a Series 66 designation and three years of industry experience. He has worked extensively with PricewaterhouseCoopers in various global and advisory roles and currently provides consulting services related to the potential sale of private businesses, leveraging his background in M&A and accounting. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and access to a range of investment strategies, including direct management and third-party sub-advisers.

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.

Dillon Hall is a financial advisor at Realta Investment Advisors, Inc. based in Chandler, AZ, holding Series 65 and Series 63 licenses with 11 years of industry experience. Prior to joining Realta in 2025, he worked at Arkadios Wealth Advisors and Carmona Wealth among other firms. Outside of his advisory role, he serves as Vice President at Perch Wealth, assisting clients with investment recommendations. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies while offering a range of portfolio management and retirement-plan consulting services.

Kerri Brutto is a financial advisor at NFSG Corporation with 24 years of industry experience. She holds a Series 66 designation and has been with Newbridge Securities since 2010. Outside of her advisory role, Brutto is a licensed REALTOR and practices estate planning law through her own firm. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently utilizes third-party asset managers.

Michael Floyd is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Sun Valley Advisory, PWA Partners, and Bayntree Wealth Advisors. Outside of advisory roles, he is managing partner of Prospect Estate Planning and PWA Partners, and works as a retirement counselor at Five Pathways Financial, focusing on insurance and estate planning services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that combine proprietary models with third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital assets.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 and previously spent a decade as a student. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

David Nuttall is a CFP® professional with six years of experience in financial advising. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2015. Based in Scottsdale, AZ, he works within a team of nine advisors. 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 utilizes affiliated resources through BMO Financial Corp. to support its service offerings.

Antonio Savarese Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and OSAIC. He is also an insurance services agent. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside proprietary model asset allocations.