Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace 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.

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.

Scott Staley is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at IHT Wealth Management, LPL Financial, and Lpl Insurance Associates since 2014. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, 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.

Kyle Walters is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Northern Trust Securities since 2022 and previously held roles at Edward Jones and E*TRADE Capital Management and Securities. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios including Separately Managed Accounts and Fund Strategist Portfolios delivered via the Fidelity Managed Account Xchange platform.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

Christopher Tedesco is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at The Vanguard Group and independent contracting with the PGA Tour. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation through model portfolios with third-party managed programs, mutual funds, ETFs, and selective private placements, supported by multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Dennis Zaderaka is a financial advisor with Sequent Planning, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at The Bottom Line Wealth Management Ltd. and Securities America Inc. He is also involved in life insurance sales. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.

Robert Seamans III is a CFP® professional with 27 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for Wells Fargo Advisors Financial Network LLC for 11 years. Outside of financial advising, he owns and operates Salt River Solar, Inc., a company involved in alternative energy construction. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives and risk tolerance.

Adam Mosbach is a CFP® professional with 32 years of industry experience, currently serving as an advisor at PFG Advisors. His prior roles include positions at Securities America, Inc., Lincoln Financial Advisors Corp, and several wealth and insurance firms. Outside of his advisory work, he is the CEO and founder of A.M. Guidance & Financial Services Consulting, LLC, which provides recruiting, coaching, and training services to financial advisors. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Jeffrey Brown is a financial advisor with United Advisor Group in Mesa, AZ, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital Management. Outside of advisory services, he manages operations and financial reporting at Infinity Accounting & Tax Specialists, a CPA firm, and serves as an independent board member and audit committee chair at Virtra, Inc. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a range of clients through independent branch offices and employs a mix of strategic, tactical, and value-based investment approaches tailored to individual risk tolerance, tax strategies, and time horizons.

Douglas Wilkinson is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at United Planners, Securities America, and BBVA-related entities. He currently serves as a relationship manager at PFG Insurance Agency. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Francisco Tort is a Series 66-credentialed financial advisor with 20 years of industry experience, currently affiliated with PFG Advisors in Phoenix, AZ. His career includes roles at Morgan Stanley and Securities America, and he has been with PFG Advisors since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Sean Pilkington is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 designation. He has worked at Brighton Jones since 2023 and has prior experience at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and other organizations. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services using a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Anthony Markham is a financial advisor at Northern Trust Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.