Jakob Webel is a CFP® professional with three years of experience in the financial services industry, currently associated with Geneos Wealth Management, Inc. in Mesa, AZ. His prior experience includes roles at KeyBank and Key Investment Services LLC. Webel also conducts fixed insurance sales as an independent representative with various carriers. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs, employing a range of investment strategies including discretionary and non-discretionary account supervision.

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 financial advisor at EverSource Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Target, Veeya, LLC, and other companies. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, consulting services, and turnkey asset management through various investment programs and private markets platforms.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Conor Whitney is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2024. Prior to that, he was employed at Goldman Sachs from 2018 to 2024 and Merrill from 2015 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services including family office support, financial planning, and discretionary investment management. The firm employs a balance-sheet, holistic approach and utilizes independent managers alongside proprietary investment vehicles.

Maegan Bauman is a Series 65 licensed advisor with United Advisor Group and has three years of industry experience. She has worked with Flat Iron Wealth Management and SCF Investment Advisors, Inc., and has held roles with the City of Peoria and City of Mesa. In addition to her advisory work, Bauman serves as a firefighter paramedic with the Peoria Fire and Medical Department. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a range of investment strategies including proprietary model portfolios and third-party money managers tailored to client needs.

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.

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.

Guy Austin is a financial advisor with PFG Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. His prior roles include positions at OSAIC, Securities America Inc., TruWest Credit Union, and LPL Financial. He also provides insurance products such as life insurance and long-term care through TruWest Wealth Management Services. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of advisors across multiple offices.

Rolly White is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 66 licenses. He has 18 years of industry experience and has previously worked at firms including Cambridge Investment Research and Sagepoint Financial. Outside of advising, he serves as president of the Seville Condominium Association. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting with customized strategies delivered via model asset allocations and manager relationships.

Therese Owen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She has held her current role at Northern Trust Securities since 2003. Outside of her advisory work, Owen participates in food delivery services, including Postmates, UberEats, DoorDash, and GrubHub. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Catherine Garcia is a Certified Financial Planner® with 27 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Sagepoint Financial, and Securities America. Outside of her advisory role, she is an author and educator involved with a project titled "The Family Index." 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, and retirement consulting through a network of advisory affiliates, utilizing multiple program platforms to implement tailored investment strategies.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Roger Edwards is a CFP® professional with 18 years of industry experience, currently serving at Global View Capital Management LLC since 2014. His background includes roles at affiliated firms Global View Capital Insurance Services LLC and Global View Capital Advisors LLC, where he is involved in marketing, education, and sales of advisory and insurance services. Outside of his advisory work, Edwards is a member of the Financial Planning Association of Greater Phoenix and performs part-time facilities work at Sun Valley Community Church in Gilbert, AZ. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm applies an investment approach driven by technical and quantitative methods, supported by proprietary algorithmic research, and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

Jonathan Rosenthal is a financial advisor with StoneX Advisors Inc. in Cave Creek, AZ, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. He has been with StoneX Advisors since 2015 and also manages Rosenthal Financial Services, LLC, where he prepares income tax returns and sells insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, offering clients customizable portfolio solutions.

Vincent Yackanin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brookwood Investment Group in Phoenix, AZ. His prior roles include positions at Northwestern Mutual Wealth Management Company and Dovetail Capital Management LLC. He is also a licensed insurance producer involved in the sale of non-variable life, health, annuity, and disability income insurance products. 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 tailored to client needs.

Anthony Dages is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He previously worked at JPMorgan Chase Bank for four years and has experience in the hospitality industry at In-N-Out Burger. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a variety of analytical approaches, model portfolios, and third-party sub-advisers to deliver tailored investment solutions.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.

Matthew Tucker is a CFP® professional with 11 years of industry experience, currently with Foundations Investment Advisors LLC since 2019. He previously worked at Saturn Wealth, LLC, AE Wealth Management, LLC, and The Vanguard Group, Inc. In addition to his advisory role, he is an independent insurance agent involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to tailor investment advice.