Meghan Mulligan is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 credential with two years of industry experience. She has been with Tandem Wealth Advisors since 2011 and concurrently worked at MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combination of macroeconomic analysis and fundamental research to build diversified, balanced portfolios, and is notable for its role as sub-advisor to pooled collective investment trusts and model management for unified accounts and wrap-fee programs.

Matthew Hershey is a financial advisor at Sensible Money, LLC in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. His work history includes roles at LPL Financial, Blue Trust, Sundt, and Grand Canyon University. Sensible Money provides financial planning and discretionary investment management primarily to individuals in or approaching retirement, trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm uses an integrated planning approach called the Juicing® Experience, focusing on diversified portfolios, liability-driven investing, and customized trading and tax strategies.

Jay Penney is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, holding the CFP® and CFA® designations with 43 years of industry experience. His prior roles include positions at M.S. Howells & Co., Ashton Thomas Insurance Agency, Ashton Thomas Private Wealth, LLC, and Peachcap Securities, Inc. He is also the owner of Jay R. Penney, L.L.C., an S-Corporation related to his wealth management practice. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary and third-party sub-advisers across a range of investment options, managing approximately $985 million for about 4,000 clients.

Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Rodney Smith is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with Dynamic. Prior to joining Dynamic in 2023, he spent eight years at Your Source Financial, P.L.C. In addition to his advisory work, Mr. Smith is co-founder and president of Helping Hands for Freedom, a nonprofit supporting military children of the fallen, wounded, and deployed, and he is active in charitable giving consulting and leadership development through his own consulting firm. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a long-term, client-specific portfolio approach and supports other advisers through technology, operational services, and sub-advisory arrangements.

Stefan Wolf is a financial advisor at Dynamic with five years of industry experience. He holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth and as a self-employed advisor. Outside of finance, he owns and operates two vitamin businesses, Nutrix Vitamins and Electrolyte/Cloud 9 Vitamins, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on a long-term, client-specific investment approach and notable emphasis on serving other advisers through technology and operational support.

Ruben Angulo is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. He holds a Series 65 registration and has worked at Trajan Wealth since 2018, following roles at Secure Investment Management and JD Mellberg Financial. Outside of his advisory work, Angulo is a licensed insurance agent involved in annuity and insurance 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, tailoring its investment process to client objectives through fundamental, technical, and cyclical analysis.

Justin Lowy is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at DFPG Investments, LLC and Crown Capital Securities LP. Outside of his advisory role, Lowy is involved in commercial real estate lending as a broker or co-broker for Network Lending Services. Diversify Advisory Services is an SEC-registered firm serving a variety of clients including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers a range of financial planning and portfolio management services tailored to individual client goals and risk tolerance.

Tony Griepentrog is a financial advisor with Geneos Wealth Management, Inc. in Mesa, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms including Generational Portfolio Design, LLC, Generational Wealth Planning, The Life Financial Group, and Generational Financial Planning. He is also the owner of Tony Griepentrog Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with options for customized portfolio management and third-party money manager referrals.

Chris Stocks is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co. LLC prior to joining Prospera in 2022. Outside of his advisory role, Mr. Stocks is involved in managing several non-investment related business ventures, including CSTOCKS MotorSports LLC and various hospitality and automotive enterprises. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Nikki Polistina is a CFP® with 20 years of industry experience, currently serving at Transce3nd LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stableford Capital LLC, and Charles Schwab. She is involved as Director of Client Relations at Stableford Capital and holds a registered representative position at Realta Equities, Inc. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process supported by various analytical methods and commonly utilizes third-party models and money managers through AE Wealth Management’s platform.

William Herding is a financial advisor with Harbour Investments, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Harbour Investments, he worked at Camelback Wealth Consultants and American Express. Herding is involved in community activities, serving as co-captain of the Catholic Beer Club and treasurer of the Biltmore Area Partnership. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple execution platforms, employing a range of investment approaches tailored by individual advisors and third-party managers.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. 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 with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and has previously worked at Clear Stream Advisors for 18 years and NextGen ETFs LLC for two years. Brokop is currently in the process of unwinding his ownership role at Clear Stream Advisors and may engage in consulting in the future. FourStar Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and various business entities. The firm employs both fundamental and technical analysis to tailor portfolios across a range of investment vehicles and provides financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.

Andrew Dinkelmeyer is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Coastal Investment Advisors, Wealth Strategies Advisory Group, and Center Street Advisors. Outside of advisory work, he provides life and health insurance solutions on a part-time basis. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Annette Musa is a financial advisor at Northern Trust Securities, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bank of America, N.A. and Comerica Bank. Outside of her advisory role, she teaches Jazzercise fitness classes as a franchisee and serves on the board of the nonprofit Feeding Matters. Northern Trust Securities, Inc. provides discretionary portfolio management and serves high-net-worth individuals, retail investors, and institutional clients through model-driven wrap fee programs. The firm combines advisory, brokerage, and custody services, offering portfolios that include proprietary and third-party products reviewed at least annually for suitability.

Andres Escobedo is a financial advisor with PFG Advisors in Phoenix, AZ. He holds a Series 66 designation and has nine years of industry experience. His prior firms include Equitable Advisors and Securities America, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, utilizing index-based ETFs and macro allocation strategies implemented across multiple platform options.

John Walker is a financial advisor at Trek Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at World Equity Group and Axa Advisors, LLC. Outside of his advisory role, he serves as president and treasurer of the Meadow Ranch Homeowners Association in Littleton, Colorado, and owns Walker Wealth Protection, an insurance sales business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, including the use of AI tools, alternative investment strategies, and tax-efficient solutions like direct indexing with tax-loss harvesting.

Brandon Stoker is a CFP® with 17 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors in 2026, he worked for Charles Schwab & Co., Inc. for 17 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, and institutions, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.