Michael Simon is a financial advisor with UMB Financial Services, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Ameriprise, Comerica Bank, and Wells Fargo, among others. Outside of finance, he owns Princess Jewels, a retail business he has operated since 2002, and assists with financial matters for Interiors to Live By, a business owned by his wife. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm uses a structured onboarding process to place clients into model-based strategies within its wrap-fee Managed Account Solutions program, operating with both discretionary and non-discretionary account options.

Anthony Perez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. His prior experience includes roles at PNC Bank and BBVA Wealth Solutions, among others. Outside of finance, he owns an auto detailing business, ATOZ Auto Detail, where he manages marketing, contracts, and bookkeeping. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses in-house model allocations and a broad investment menu that includes alternative investments and offers customized strategies based on clients’ objectives and risk tolerances.

Fred Goodman is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2013. Goodman also operates a CPA practice specializing in tax preparation and accounting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, offering customized portfolios that consider clients’ objectives, risk tolerance, and tax factors.

Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for The Vanguard Group, Inc. for 11 years prior to joining Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services, utilizing both proprietary and third-party investment products.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding the ChFC® designation and Series 63 and 65 registrations. He has 26 years of industry experience, including roles at Securities America, LPL Financial, and Tempe Schools Credit Union. Landis has also operated under marketing names such as Landis Wealth Advisors and Landings Financial Services. 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 implement model portfolios or select third-party managers, employing a top-down macro allocation approach with index-based ETFs and multiple marketplace platforms.

Robert Horstman is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TIAA-CREF, Tiaa, and Cetera Wealth Services. Horstman also holds a fixed insurance and annuities position, incorporating these products into client financial plans as appropriate. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Owen Farnsworth is a financial advisor at PFG Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including United Planners Financial Services, U.S. Bancorp Advisors, and Securities America. Outside of his advisory role, Farnsworth provides part-time bookkeeping services through MSB Capital LLC and DirtFX LLC. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, focusing on macro allocation and index-based ETFs, with services supported by technology platforms such as Wealth.com and various marketplace providers.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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 using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Robert Holman is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his role at CreativeOne Wealth since 2026, he is involved with Advanced Vertical Planning LLC, which provides professional services evaluations. Holman has held long-term roles at Dason Wealth Management and DASON LLC since 2006, where he has been involved in insurance sales and services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Nicholas Piccarreta is a financial advisor at Index Fund Advisors, Inc. with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Index Fund Advisors in 2026, he worked for 14 years at The Vanguard Group, Inc. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm employs a globally diversified, passively managed investment approach using index mutual funds and ETFs, combined with in-house tax services and a values-based Investing for Catholics program.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC in Chandler, AZ, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has worked at Soltis since 2020 and previously held roles at TIAA-CREF and Fidelity. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach combined with quantitative screening and qualitative manager due diligence to manage roughly $13 billion in client assets.