Jonas Zamora is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Dynamic. His prior career includes roles at Morgan Stanley, Bank of America, and Merrill Lynch. Located in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm offers portfolio management, financial planning, retirement services, and practice support, using a client-specific investment approach and providing technology and outsourcing solutions to unaffiliated registered investment advisers.

Brandon Kaplan is a CFP® and Series 66–licensed advisor with nine years of industry experience. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, LIQD Investments, Paradise Valley Wealth Management, and AssetMark, among others. 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, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advising, he is involved in consulting and marketing for the cannabis industry through Zenith Consulting AZ Inc and participates in investment opportunity research via S&A Ventures LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offers a managed account platform for advisers, and combines advisory services with technology and operational support such as private-label asset management software and back-office processing.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior experience includes roles at USAA Investment Management and Lincoln Financial Group. Outside the advisory business, he manages a real estate business focused on buying, renovating, and selling houses. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research, offering diversified strategies through model portfolios, third-party managers, and a low-cost ETF option.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Alexander Koury is a CFP® professional with 17 years of industry experience, currently serving at Mutual Advisors, LLC. His prior roles include positions at Hosler Wealth Management, WealthForeSight, and Commonwealth Financial Network. Outside of advisory work, he creates financial education content for business owners through his website, My Retirement. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Timothy Whipple is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Suncrest Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he also operates Timothy Whipple, PLLC, an enterprise he has maintained since 2016. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm integrates legal and accounting services through affiliated professionals and utilizes a combination of fundamental, technical, and modern portfolio theory in its investment analysis.

Alek Sokoloski is a CFP® professional at Avior Wealth Management, LLC with two years of industry experience. His prior roles include positions at Ironwood Investment Counsel, Rockwood Wealth Management, Zenith Wealth Partners, and Junto Wealth. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions, providing investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Sheena Oberoi is a CFP® with 19 years of industry experience, currently serving at Winthrop Wealth. Her background includes roles at LPL Financial and Unified Wealth Management, and she is also active as a licensed real estate agent. Outside of advisory work, she has experience as a group fitness instructor and operates a tax preparation business. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm provides integrated private wealth management with a focus on prudence and long-term investment strategies, supported by an Investment Committee and a blend of internal and external management resources.

Bruce Hosler is a Certified Financial Planner® with 29 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. Outside of his advisory role, he serves as a financial clerk and audit committee member for a non-profit church organization and is the author of a financial planning book. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and supports a range of platforms and third-party managers, with notable capabilities in serving sovereign wealth funds and other specialized institutional clients.

Timothy Amen is a CFP® professional with 18 years of industry experience, currently serving at Brighton Jones LLC since 2012. He holds Series 63 and Series 66 licenses and operates out of Scottsdale, AZ. Outside of his advisory role, he engages in a small data entry business working from home. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, as well as charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services centered on a Personal CFO model, combining financial planning, investment management, family office services, and private-investment opportunities through its subsidiary Lenora Capital.

Jake Marty is a financial advisor with Capital Analysts in Phoenix, AZ, holding a Series 66 license and eight years of industry experience. His prior experience includes roles at Lincoln Investment, Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Outside of advisory work, he is involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using in-house investment strategies and third-party managers, and it operates with a fiduciary role, providing various portfolio management options and financial services.

Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Robyn Kreuer is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Verus Capital Partners and Securities America, Inc. since 2013. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios that consider client objectives, risk tolerance, and tax factors.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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 implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.