Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies and advisor-level fee arrangements.

Sally Putnam is a CFP® professional with 22 years of experience in the financial services industry. She is currently affiliated with The AmeriFlex Group and has held roles at Cambridge Investment Research, OSAIC, SagePoint Financial, NOW Financial, Principal Securities INC, and Principal Life Insurance Co. She is also involved with NOW Financial, where she provides divorce planning services and holds a board member position. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Sean Rawlings is a financial advisor at Lifeworks Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. His prior roles include positions at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial, as well as experience at Arizona State University. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches, integrates tax and accounting services, and uses technology and AI tools to support its fiduciary responsibilities.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Ashman Murti is a CFP® certificant with seven years of industry experience. He currently works at Facet and previously held roles at The Vanguard Group, Charles Schwab, and Fidelity Investments. 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 employs model-based asset allocations focused on ETFs and leverages technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolio management and regular account reviews.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.

Kyle Trueba is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with PFG Advisors and has held previous roles at United Planners, SECURITIES AMERICA, Inc., Equitable Advisors, Axa Advisors, Merrill, and Bank of America. He is also involved with his own business, Sliced Limes. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who deploy firm-developed model portfolios or third-party managers, often combining top-down macro allocation with index-based ETFs and multi-platform investment solutions.

Kiley Hein is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Kiley’s work history includes roles outside of finance such as positions at Village Bar and Grill and Brewed Awakenings Coffee Roasters. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and access to affiliated private investment funds and trust services.

Jakob Wagner is a CFP® professional with one year of industry experience, currently with The AmeriFlex Group in Tempe, AZ. His work history includes roles at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. Outside of his advisory role, he is associated with Zweifel Investments LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and discretionary or non-discretionary manager relationships.

Pierre Brachet is a CFA® charterholder with one year of experience at Modern Wealth Management, LLC. He has worked in the financial industry since 2015, including an 11-year tenure with Public Safety Financial Galloway. Outside of finance, he is a 50% owner and bookkeeper for Giggle and Grow Preschool and Child Care in Gilbert, AZ. 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 serves individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, offering discretionary and non-discretionary investment management alongside tax, estate, and insurance-related services through affiliated entities.

Ariel Gonzalez Jr. is a ChFC® credentialed advisor at Signal Advisors Wealth, LLC with over a decade of experience in the financial industry. He previously operated Ariel Gonzalez Financial Services LLC and Wealth For You Financial LLC. Based in Tempe, AZ, he has been with Signal Advisors Wealth since 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supported by fundamental, quantitative, and technical analysis, while maintaining advisor responsibility for client relationships and suitability.

James Taylor is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Compound Planning, Inc. He has held prior roles at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, Brighton Jones, Taylor Financial, and Merrill. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process that incorporates a range of strategies and technology-driven portfolio oversight.

Elizabeth Connor is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and several Cetera entities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans and participants, as well as select institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging model strategies, third-party platforms, and serving as a sub-adviser to multiple ETFs.

Johanny De Jesus is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Modern Wealth Management in 2026, Johanny worked at Edward Jones from 2011 to 2025. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and various management strategies.

Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. Prior to his current role, he worked at Cerner Corporation and Ozark Charters. He serves on the board of Fore the Kids KC, a charity organization, and volunteers as a mentor for children with autoimmune disorders through the National Alopecia Areata Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through a platform relationship with Envestnet. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.