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.

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.

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.

William Herding is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at White Water Wealth, LLC, Camelback Wealth Consultants, and American Express. Herding is involved in community activities as a co-captain of the Catholic Beer Club and serves as treasurer for the Biltmore Area Partnership. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

Christopher Price is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Asset Preservation Wealth & Tax, Ryder Transportation, and Black Diamond Landscaping. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

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 worked at Clear Stream Advisors since 2005. He has experience with NextGen ETFs LLC and is involved in unwinding Clear Stream Advisors' S Corporation, with potential future consulting activities. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing diversified portfolios primarily on a discretionary basis tailored to clients’ risk tolerance and time horizon.

Justin Rivera is a CFP® and CFA® with 10 years of experience in the financial industry. He is currently with Larson Financial Group, LLC and previously worked at firms including Motley Fool Wealth Management, TMF Investments, and The Vanguard Group. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches through model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its advisory process.

Michael Puck is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. His prior roles include positions at ZEGA Investments, ZEGA Financial, The Burney Company, J.P. Morgan Securities, TD Ameritrade, and Morgan Stanley. Outside of finance, he has a role in accounting for a skin care company. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic approaches, delivered through a multi-team model with oversight from an investment committee.

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.

Stewart Willis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. He is also the managing member and president of Asset Preservation Wealth & Tax and serves as president of Alpha1 Tax & Wealth Management, where he provides tax, insurance, and estate planning services. Willis has worked at Gateway Financial since 2005. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach to manage client assets.

Andres Escobedo is a financial advisor at PFG Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, utilizing model portfolios and a variety of marketplace platforms.

Brandon Stoker is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at CW Advisors, LLC, a position he has held since 2026, following a 17-year tenure at Charles Schwab & Co., Inc. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach, integrating active, passive, quantitative, and ESG-oriented strategies, and operates within the larger Osaic corporate group, providing access to trust, lending, and alternative investment services.

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Kory Leadon is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has been with Brighton Jones LLC since 2004, where he currently practices in Scottsdale, AZ. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support, employing a whole-balance-sheet approach and managing a mix of public and private investments.

Anil Vazirani is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Horter Investment Management and runs his own insurance advisory and financial services businesses. Virtue Capital Management serves a range of clients including individuals, trusts, and charitable organizations, providing customized portfolio management and financial planning through a multi-team model. The firm employs tactical, strategic, and dynamic investment approaches, supported by comprehensive due diligence and ongoing client education.

Lance Millar is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth, where he has worked since 2025, following an 11-year tenure at Boston Private Wealth LLC. 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, expanded 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.

Teig Jewett is a financial advisor at Portside Wealth Group, LLC with a Series 65 designation and no prior industry experience. He is also involved with several other businesses, including Illustrate LLC, Truest Law, and ANATTA Sound, LLC. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, co-advisory services, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers legal and accounting services through affiliated professionals.

David Christian is a CFP® professional with 14 years of industry experience. He has worked primarily at Coldstream Wealth Management since 2025 and previously spent 11 years at Cable Hill Partners, LLC. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets across 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients, offering portfolio management, financial planning, wealth transfer, and fiduciary services through team-based Wealth Management Teams supported by an internal Investment Strategy Group.

David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Summit Global Investments and Galloway Asset Management LLC. In addition to his advisory work, he is self-employed in tax preparation through DT Financial LLC. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized investment committee and specialized divisions.