Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. 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 offers access to third-party money managers and platforms.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advising, he is involved in consulting and marketing for the cannabis industry through Zenith Consulting AZ Inc and participates in investment opportunity research via S&A Ventures LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offers a managed account platform for advisers, and combines advisory services with technology and operational support such as private-label asset management software and back-office processing.

Trey Holman is a financial advisor at Creativeone Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creativeone Wealth in 2025, he founded and continues to work at Holman Wealth Management, where he also engages in insurance sales and services. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Timothy Whipple is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Suncrest Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he also operates Timothy Whipple, PLLC, an enterprise he has maintained since 2016. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm integrates legal and accounting services through affiliated professionals and utilizes a combination of fundamental, technical, and modern portfolio theory in its investment analysis.

Robert Soules is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Gilbert, AZ, and has four years of industry experience. His prior work includes roles at Key Retirement Solutions and Bankers Life Advisory Services. Outside of his advisory work, he is involved in insurance sales targeting mostly Medicare-age individuals. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Martin Bender II is a CFP® professional with 28 years of experience, currently serving as an advisor at Northwest Asset Management since 2018. His prior experience includes roles at Ashton Thomas Insurance Agency and Ashton Thomas Private Wealth LLC, among others. Outside of his advisory work, he manages Bender Financial Planning, LLC and serves as secretary for a local bowling league. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of investment, retirement, and consulting services.

Deborah Bishopp is a CFP®-certified financial advisor with 37 years of industry experience. She is currently affiliated with Gradient Securities, LLC and Impact Wealth Advisory, PLLC, where she has held leadership roles since 2015 and 2018 respectively. Bishopp is also involved in business networking through a membership committee role with Business Network International. Gradient Securities, LLC, operating as Gradient Wealth Management, provides non-discretionary financial planning, consulting, and asset management services to individuals and institutional clients. The firm utilizes third-party managers and offers ERISA plan services, combining advisory and broker-dealer activities with a broad network of affiliated entities.

Timothy Amen is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2012. He holds Series 63 and Series 66 licenses and operates out of Scottsdale, AZ. Outside of his advisory role, he engages in a small data entry business working from home. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services centered on a Personal CFO model, combining financial planning, investment management, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Sergio Mejia is a financial advisor with MissionSquare Retirement based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC, Pruco Securities LLC, Nationwide Investment Services Corp, MassMutual, and Unum. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.

Joshua Smith is a Series 66-licensed financial advisor with four years of industry experience, currently with Silver Oak Securities, Incorporated since 2026. His prior work includes roles at Securities America, Inc. and OSAIC. Outside of finance, he has been involved with organizations such as Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals. The firm offers a variety of advisory programs with a primarily discretionary investment management approach tailored to client objectives and risk tolerances.

Kelley Belmonte is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and World Equity Group, Inc. Belmonte also owns rental property that she occasionally rents to friends and family. 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 employer-sponsored retirement plans.

Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Bert Goldberg is a financial advisor at Lifemark Securities Corp. with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Lifemark since 2007. In addition to his advisory role, he has worked as an independent insurance agent since 1972, focusing on life, disability, and health insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of investment programs tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Brett Fallon is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting using various wrap and non-wrap solutions and conducts ongoing monitoring with regular client reviews.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Michael Renner is a financial advisor with Capital Analysts holding Series 63, Series 65, and Series 66 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 1999, and has been self-employed in the financial sector since 1967. Outside of advising, he is involved in the sales and service of fixed insurance products and Medicare supplements through his roles in related insurance entities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team that utilizes proprietary screening tools and supports customized client solutions.

Daniel Murphy is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Asset Preservation Tax & Retirement Services and Murphy Financial Solutions. Outside of his advisory role, Murphy is involved as a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments through a large network of affiliated offices.