Winston Waring is a financial advisor at The AmeriFlex Group with six years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Cambridge Investment Research, Principal Life Insurance Company, and LPL Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using various asset allocation models and discretionary or non-discretionary manager relationships.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 19 years of industry experience, including over 20 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm supports discretionary and non-discretionary portfolio management and conducts due diligence on third-party managers.

Michael Mazzella Jr. is a ChFC® with 42 years of industry experience and serves as an advisor at Dynamic. His prior work includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also involved with Benefixx LLC, an insurance agency. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and support services for other advisers, emphasizing a long-term, client-specific investment approach and technology-driven outsourcing solutions.

William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advisory work, he serves as a director of BCI Management, Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds portfolios tailored to client objectives and employs model portfolios and overlay management through multiple platforms.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Jeffrey Wasson is a Certified Financial Planner® with 27 years of industry experience, currently advising at Northern Trust Securities, Inc. since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm provides a variety of managed account solutions using both proprietary and third-party investment products, with a governance process that oversees model providers and reviews client portfolios at least annually.

Cameron Grandpre is a financial advisor with Mutual Advisors, LLC based in Scottsdale, AZ. He holds a Series 66 designation and has three years of industry experience, including roles at Fidelity Investments and Commonwealth Financial Network. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its institutional work managing approximately $9.45 billion across 154 advisors.

Wayne Brunt is a financial advisor at Creativeone Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Custom Financial Solutions, Change Path LLC, Coventry Financial Group, LLC, and Packerland Brokerage Services. Outside of advisory services, he is an independent agent involved in the sale of life insurance and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies in its portfolio management.

Nicholas Kaiser is a CFP® professional with 11 years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2023. His prior roles include positions at Foundations Investment Advisors and Northwestern Mutual Investment Management. Simplicity Wealth serves a diverse client base that includes 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, while also providing advisory services and technology solutions for other advisers.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Chase Gelardi is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. His prior experience includes roles at Goldman Sachs and The Vanguard Group, INC. There are no additional outside activities noted. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and regular portfolio reviews.

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Shannon Larson is a financial advisor at Dynamic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm follows a long-term, personalized portfolio construction process and offers a range of services including portfolio management, financial planning, and support for other advisers through technology and sub-advisory relationships.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.

Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Christopher Kuzelka is a CFP® professional with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2024. He previously worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services through a centralized, structured investment platform with access to private investment solutions and specialized in-house planning resources.

Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. 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, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.

Alena Boucek is a financial advisor at Brighton Jones LLC with three years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2021. Her prior roles include positions at VotingSmarter and VIP Mortgage. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, family office support, and access to private and public investments.

Erik Pedersen is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities Inc., Principal Life Insurance Company, and Axa Advisors. Outside of his advisory work, Pedersen is owner of Epic Holistic Partners, a separate business based in Scottsdale. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, providing both wrap and non-wrap solutions with customized strategies tailored to client profiles.