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.

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.

Dylan Raddatz is a CFP® professional at Range Advisory, LLC with 11 years of industry experience. He has held roles at Fidelity Investments, FLX Distribution, ALPS Distributors, State Street Global Advisors, and The Vanguard Group. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm uses a subscription-based compensation model and incorporates AI tools for portfolio management while maintaining fiduciary responsibility.

Cody Elbert is a financial advisor at Abacus Wealth Partners in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Merative, IBM, US Bank, and Erpelding Voigt & Co., as well as work at the University of Northern Iowa and a family-owned well drilling business. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs an asset-class investing approach based on academic research, utilizing mutual funds, ETFs, and passive institutional funds, along with ESG screening and impact investing integrated into client portfolios.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining A.G.P. in 2020, he worked at Oceanic Partners, Emerson Equity LLC, and Pelorus Jack Capital. He is also Managing Director of Headwall Private Markets, which acts as a broker and special purpose vehicle provider for pre-IPO companies. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management and financial planning services.

Nicholas Gearhart is a Certified Financial Planner® (CFP®) with eight years of industry experience. He has worked at Brighton Jones LLC since 2022 and previously held roles at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. Outside of finance, he has experience connected to collegiate athletics through his years at St. Cloud State University and its hockey program. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and access to public and private investments through a affiliated ecosystem that includes private funds, a trust company, and legal services.

Aspen West is a CFP® and holds a Series 66 license with nine years of industry experience. Aspen has worked at several firms including The Vanguard Group, Edward Jones, and currently at Forefront as part of a team. Outside of financial advising, Aspen serves as CFO and Director of Operations for Leak Science, LLC, where responsibilities include overseeing the company’s financials and operations. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services, employing customized portfolios and integrating related businesses such as tax and insurance partners.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. She previously worked at LPL Financial LLC dba Chichester Financial Group LLC, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group LLC, totaling over a decade in the financial services industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, employs a primarily long-term investment horizon, and integrates AI productivity tools under human oversight in its advisory process.

Darrell Kulow is a financial advisor at PFG Advisors with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, Securities America, and United Planners. He is also involved with Hebberd-Kulow Ent, Inc., an independent business he has maintained since 2001. 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 and offers access to third-party money managers and platforms.

Robert Hammans is a financial advisor with AlphaStar Capital Management in Chandler, AZ, holding a Series 65 designation and one year of industry experience. He has experience in estate and annuity planning, including roles at Camelback Estate Planning and Family Tree Estate Planning, where he serves as owner and director of operations respectively. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and a range of investment strategies, offering services to over 8,400 clients with approximately $2.5 billion in assets under management.

Lee Mason is a financial advisor with Thrivent Advisor Network, LLC in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Financial, PKS Investments, Robinhood Financial, Edward Jones, Oppenheimer, and Merrill. Outside of finance, he has operated Coyo Az Deliveries. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers, model portfolios, and comprehensive portfolio management services.

Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers 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 and utilizes model portfolios with an asymmetric rebalancing approach.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Brennan Holmes is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. He has worked at Brighton Jones since 2023 and previously was employed at Flex PWR in 2023. His background includes four years at the University of Washington and experience at Seattle Preparatory High School. 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 and offers services such as discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.