Austin Witherill is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Scottsdale Unified School District, Autus Asset Management, Waste Management, and Arizona State University. 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 diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Natasha Marakowski is a financial advisor at KCD Financial, Inc. with 8 years of industry experience. She previously served in the US Air Force from 2015 to 2017 and has been with Pappas Wealth Management since 2017. She holds the Series 63 and Series 65 designations. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, using a range of investment strategies tailored to client goals and risk tolerance.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Chad Blanton is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding a Series 65 designation and seven years of industry experience. He has been a partner at Simplicity Group since 2017 and Guardian Wealth Management since 2021. Outside of financial services, he is a co-founder of Trademark Apparel, an apparel company based in Scottsdale, AZ. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities when appropriate, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support to other advisers through its TAMP platform.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has led since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and consulting services, combining an IAR network with outsourced asset management and advisory solutions.

Michael Wong is a CFA® and PFS™ credentialed advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and Ashton Thomas Securities, having previously worked at M. S. Howells & Co and Wells Fargo Wealth Management. Outside of his advisory role, he serves as co-trustee of a deceased friend’s education trust for the benefit of the friend’s children. Ashton Thomas Private Wealth serves individual and institutional clients, including 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, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Nathaniel Barton is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brownstone Financial and Guardian Wealth Management. Outside of his advisory role, he serves as a Senior Planning Advisor with Simplicity Group, focusing on case illustration and product support. Simplicity Wealth provides advisory services to individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, as well as technology and operational solutions for other advisers.

Shane Tschida is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to his current role, he worked in real estate and continues to act as a real estate agent on an as-needed client basis. He is also licensed as an insurance agent in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

Scott Slade is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining LaSalle St. Investment Advisors in 2024, he spent nearly a decade at SCF Investment Advisors and SCF Securities. He also owns Slade Financial Advisory PLLC, where he researches insurance solutions and provides independent advisory services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, estates, and small businesses. The firm provides both non-discretionary and discretionary management programs and emphasizes a predominance of non-discretionary assets managed through diversified portfolios.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Andrew Carrier is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Services Network and has previously worked at Parallel Advisors, Spire Investment Partners, and NorthCoast Asset Management. Carrier operates 8 Mile Investments PLLC as an independent contractor, which is his sole professional business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. 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 offers access to multiple third-party platforms and wrap programs.

Rafael Murguia Ramirez is a Series 65 licensed advisor with six years of industry experience. He has been with Trilogy Capital, Inc. since 2019. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm uses a strategic, globally diversified allocation approach and includes non-traditional instruments in portfolios, supported by integrated tax services and multi-custodian relationships.

Christopher Jennings is a CFP® professional with 10 years of industry experience. He currently works at Titleist Asset Management, LLC and previously held roles at Vanguard Group Inc and PFG Advisors among others. Jennings is also involved as an insurance agent in non-variable insurance. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies managed under a rules-based Total Return framework. The firm combines discretionary portfolio management with financial planning, retirement plan consulting, and affiliated tax and accounting services.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Shawn Porter is a CFP® professional with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth in Scottsdale, AZ. His prior work history includes roles at LPL Financial and First Interstate Bank. Porter also serves in a fiduciary capacity for the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a diverse investment approach that includes mutual funds, ETFs, independent managers, sub-advisers, and strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.