Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She held prior roles at UBS Financial Services from 2014 to 2023 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2023. In addition to her advisory work, she runs a YouTube channel called The Rhino Investor, where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary managed programs with a notable predominance of non-discretionary assets under management.

Cody Strietzel is an advisor at Mutual of Omaha Investor Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Mutual of Omaha, he held positions at Sutter Homes Co., JITA Contracting Inc., and served with the Durango Fire Protection District. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet and Pershing platforms.

Christopher Erblich is a financial advisor at TFO Wealth Partners with Series 63 and Series 65 licenses and 21 years of industry experience. He is also a partner at the law firm Husch Blackwell LLP, where he focuses on estate planning. Additionally, he holds leadership roles in several trust companies and serves as a manager or owner in various investment and non-investment related entities. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets with a team of 55 advisors. The firm employs long-term, asset allocation strategies based on modern portfolio theory, using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

David Lundgren is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He previously worked at Goldman Sachs / United Capital Financial Advisers for six years and Bbva Compass Investment Solutions for one year. Outside of his advisory role, he owns 7:7 Holdings, LLC, a real estate company focused on purchasing properties to fix and sell. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides IPS-driven, discretionary portfolio management and financial planning, utilizing a range of investment strategies and managing most client accounts on a discretionary basis.

David Hoffman is a financial advisor at Dynamic with two years of industry experience. He holds a Series 65 designation and has worked at firms including Forthright Capital Partners LLC and JP Morgan Chase. Outside of advisory work, he serves as a mortgage advisor helping clients secure financing for real estate. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and places emphasis on supporting other advisers through technology, compliance, and sub-advisory services.

Charles Bruening III is a CFP® and CFA® with 14 years of industry experience. He has been with Stoker Ostler Wealth Advisors in Scottsdale, AZ since 2006. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, ongoing due diligence, and long-term holdings, and operates as a wholly owned subsidiary of BMO Financial Corp., leveraging affiliated trust, banking, and research resources.

Joshua Robbins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors since 2022. He previously worked at Robert W Baird from 2015 to 2022. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, using a formal Investment Committee and a documented analytical framework to guide investment decisions.

Norman Anderson is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has prior experience with Chalice Wealth Advisors, Chalice Capital Partners, and First Allied Advisory Services. Outside of investment advisory, he engages in fixed life insurance and tax strategy marketing activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Anthony Fischetti is a CFP® professional affiliated with Dynamic in Phoenix, AZ, with five years of industry experience. His work history includes roles at The Vanguard Group, Inc. and KForce Inc, among others. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, while also supporting unaffiliated registered investment advisers. The firm uses a long-term, client-specific portfolio approach and places emphasis on providing integrated technology, operational support, and sub-advisory services to other advisers.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

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.

Alessandra Castillo is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, she worked at Globe Life and Parker and Sons. 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. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian, with many advisors also licensed in brokerage and insurance capacities.

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.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.

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.

Tyler Clark is a financial advisor with United Capital Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and with eight years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Edward Jones, among others. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm’s platform emphasizes customized portfolio solutions, offering access to third-party managers, ESG and faith-based options, and a broad affiliate network that includes legal and trust services.