Matthew Hoaglin is a CFP® and Series 65-licensed advisor at Dynamic with six years of industry experience. He has been with Dynamic Wealth Advisors doing business as Oxford Financial Planners since 2020. Outside of his advisory work, he is a 50% owner of Allison Ragsdale Photography LLC, a business unrelated to investing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, as well as unaffiliated registered investment advisers. The firm employs a client-specific, long-term portfolio construction approach and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support for other advisers.

Craig Tolzman is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2005 and previously spent 15 years with Schooner Financial Associates, where he is also a co-owner. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions with over $5.5 billion in client assets under management. The firm provides financial planning, portfolio management, and access to third-party money managers through traditional and wrap-fee programs, employing a variety of fundamental and technical investment strategies.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has two years of industry experience. In addition to his financial advisory role, he serves as a combat engineer in the United States Army and works as an insurance agent focusing on life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Scott Pilvinis is a CFP® professional with eight years of experience in financial advising. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2022. Prior to this, he held roles at PSP Financial Services LLC and PSP & Associates, Inc. Outside of advising, he is also active as an insurance agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both proprietary and third-party model portfolios, offers access to private placements, and employs a variety of investment analysis techniques while delegating day-to-day trading to sub-advisers when appropriate.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, Ameriprise, and Robert Baird & Co. Outside of her advisory work, she is involved with an Amazon Locker facility in Scottsdale, AZ. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that incorporates third-party managers, mutual funds, ETFs, and alternative strategies such as options and structured products.

Eric Montijo is a financial advisor at Ashton Thomas Securities, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and RBC Capital Markets. Montijo is based in Scottsdale, AZ. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm serves a broad client base through a team of 18 advisors across six offices and provides multiple program structures including wrap and non-wrap offerings, model portfolios, and access to independent and third-party sub-advisers.

Seth Goldberg is a financial advisor at United Capital Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC and Girard Securities Inc. He is based in Scottsdale, AZ. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and research.

Shelley Lindsey is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 18 years of industry experience. She previously worked at Wells Fargo Clearing for nine years and Ameriprise Advisor Services for two years. Outside of her advisory role, she serves as a Notary Public, providing document notarization services to clients. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets as of December 2025. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Lisa Dickholtz is a CFP® professional with 39 years of industry experience. She is currently with Cooper McManus and has prior experience at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she owns and operates the Atlas Pillow Company, a retail sales and distribution business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process selecting individual securities and pooled products, employing a broad range of instruments including stocks, bonds, mutual funds, ETFs, and options.

Cheryl Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with USAA Investment Services Company. Her career includes roles at multiple USAA entities dating back to 2009. 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 planning and refers investment business to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Martin Lewis is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at multiple firms, including Wells Fargo Private Bank, where he spent 32 years, and currently serves on the University of Montana Tax Institute Advisory Board. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse group of clients, including individuals, trusts, family offices, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a broad range of investment strategies and third-party managers through its Amplify Platform.

Christian Harris is a CFP® with five years of industry experience currently advising at IHT Wealth Management LLC. His prior roles include positions at Heritage Family Offices, LLP, Heritage Wealth Management, LLC, Merrill, and Young Life. Harris has also worked at Arizona State University and in digital marketing with ZOG Digital. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization tailored to clients’ objectives and risk tolerances.

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.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.