Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co., Inc., Knall/Cohen Investments, LLC, KSM Capital Advisors, LLC, and KeyBanc Capital Markets Inc. Cohen serves as an investment board member for Next Level Indiana. Sapient Capital LLC offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to create diversified portfolios, while also acting as an adviser and sponsor to private funds and sub-advisor to registered ETFs.

Paul Brock is a financial advisor with Northeast Planning Associates, Inc. in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at LPL Financial since 2007 and Northeast Planning Associates since 2017. Outside of his advisory work, he is a board member at Turing Technology Associates, Inc. and provides marketing services through PDB Development, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individual clients and retirement plans rather than corporate accounts.

Sergio Serrano is a Series 65-licensed financial advisor with Simplicity Wealth in Phoenix, AZ. He has been with Simplicity Wealth since 2026 and has prior experience at Simplicity Group and The Vanguard Group, Inc. Before entering the financial industry, he held roles at the University of California Merced and its campus bookstore. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers.

Zachary Gibson is an associate specialist at Ally Invest Advisors with seven years of industry experience. He has worked at multiple firms, including The Vanguard Group, Charles Schwab & Co., and USAA Investment Services. Outside of his advisory role, he is involved in providing transportation and delivery services through platforms such as Courial, Uber, and Doordash. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients via web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides a range of automated and financial advisor-delivered investment services.

Michelle Decker is a CFP® and holds a Series 65 license with 25 years of industry experience. She has been with Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ for 28 years. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a personalized Investment Policy Statement framework.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.

Richard Rogers Jr. is a financial advisor at Brookwood Investment Group with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookwood since 2023, with prior roles at Belpointe Asset Management and Wells Fargo Clearing. Rogers is also involved with Brookwood Insurance Group, an insurance agency specializing in fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management, financial planning, and retirement advisory services. The firm uses a range of investment strategies tailored to client objectives and operates multiple affiliated businesses alongside its advisory services.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® and Series 65-licensed advisor at Dynamic with six years of industry experience. He has been with Dynamic Wealth Advisors doing business as Oxford Financial Planners since 2020. Outside of his advisory work, he is a 50% owner of Allison Ragsdale Photography LLC, a business unrelated to investing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, as well as unaffiliated registered investment advisers. The firm employs a client-specific, long-term portfolio construction approach and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support for other advisers.

Freddrick Tillman Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Mutual of Omaha Insurance Company, Get Me Healthcare, and service in the United States Army as a combat engineer. Outside of advisory work, Tillman serves as an insurance agent and currently holds an enlisted rank in the U.S. Army. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through a platform relationship with Envestnet and emphasizes advisory services integrated with broker-dealer and insurance businesses within the Mutual of Omaha group.

Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs and supports both discretionary and non-discretionary account management.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Stephen Irving is a Series 65-licensed advisor with Eversource Wealth Advisors, LLC, based in Chandler, AZ. He joined EverSource in 2026 and has prior experience in various roles across different industries. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives and provides access to multiple investment platforms and private market offerings.

Stephanie Mitzel is a financial advisor at St. Bernard Financial Services, Inc. in Phoenix, AZ, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc. from 2014 to 2019 before joining St. Bernard Financial Services in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation, typically involving clients collaboratively in portfolio decisions.

Conor Whitney is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Brighton Jones in 2024, he worked at Goldman Sachs from 2018 to 2024 and at Merrill from 2015 to 2018. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Christopher Zajdzinski is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors, Gold Book Financial, and the Diocese of Phoenix. Outside of his advisory role, he owns Sol Mates, LLC, a youth swim club. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment decisions across a range of securities and offers oversight of sub-advisors along with tax-efficient asset-location services.

Brian Delfs is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Modern Wealth Management, LLC and has been with Galloway Asset Management, LLC since 2014. In addition to his advisory roles, Delfs serves as Fire Chief and CEO of both Avra Valley Fire District and Three Points Fire District, managing their budgets and operations. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers a range of investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical adjustments.

Alex Rosen is a financial advisor at PFG Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, OSAIC, Securities America, Equitable Advisors, and Axa Advisors. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a combination of top-down macro allocation with fundamental, technical, and cyclical analysis.