Bradley Allan is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Compass in 2025, he worked at The Allan Agency and Family First Life. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of analysis techniques and both internally managed and third-party investment strategies.

Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc. based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Geneos, he worked at Schooner Financial Associates. Outside of his advisory role, Tolzman is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives.

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at Union Capital Company and Edward Jones. Outside of advisory work, she provides business valuation services, is a licensed insurance agent, performs strategic planning and performance analysis for a governmental authority, and serves on the board of the Non-Commissioned Officers Academy Graduate Association, where she develops a graduate magazine. She also offers wills and estate planning services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising process that combines proprietary software and behavioral economics with evidence-based quantitative metrics and implements both passive and active investment strategies.

Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.

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 with KCD Financial, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining her current firm, she served in the US Air Force from 2015 to 2017. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and third-party management programs.

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.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

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., holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in real estate, working with Zendoor as a real estate agent on an as-needed basis. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm partners with platforms like Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, Sun Valley Financial, and AXA Advisors. Oliva previously owned Sun Valley Financial, LLC, which managed operating expenses and insurance compensation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own investment management team.

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.