Chad Sewell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. Prior to joining IHT, he worked at Fidelity Brokerage Services LLC from 2012 to 2018. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and a range of investment strategies supported by a network of approximately 153 advisors.

Martin Williams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Williams is also an insurance agent specializing in life, health, and annuities, and owns Martin Williams LLC for tax reporting purposes. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Brian Bucell is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Dynamic since 2018 and previously worked at Steel Peak Wealth Management, LLC. Outside of his advisory role, he is co-owner of Aculis Inc., a company focused on using artificial intelligence to streamline administrative tasks for advisors and support staff. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support solutions, with an emphasis on supporting other advisers through technology platforms, sub-advisory services, and research offerings.

Jeffrey Krueg is a financial advisor at Dynamic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors and Autus Asset Management. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on providing integrated technology and operational support to other advisers.

Greyson Geiler is a financial advisor with AlphaStar Capital Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes roles at Secure Estate Solutions, Senior Tax Network, and Andorra Capital, where he manages a Reg-D hedge fund focused on gold and silver leases and bonds. Outside of his advisory role, he is involved in insurance services and tax advisory through his other business ventures. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs a blend of strategic and tactical investment models and utilizes third-party portfolio construction technology, serving over 8,400 client relationships with roughly $2.5 billion in assets under management.

Ryan Reming is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Elite Wealth Advisors, where he serves as president. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

Michael Wallace is a financial advisor with Capital Analysts holding a Series 66 designation and four years of industry experience. He has worked at Capital Analysts since 2023 and Lincoln Investment since 2022. Outside of advisory work, he is a firearms instructor providing training to police and civilians. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management through a range of programs and investment options. The firm uses an in-house investment team and proprietary screening processes, and maintains affiliations that support advisors in offering complementary business activities alongside advisory services.

Levi Earhart is a CFP® with 14 years of industry experience, currently serving at Simplicity Wealth and Juniper Wealth Management. He previously worked at The Vanguard Group, Inc. for 14 years and at Scottsdale Serenity Rehab for five years. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, providing financial planning, portfolio management, and retirement plan services. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through its managed account platform.

Theresa Standart is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and 65 licenses and 18 years of industry experience. Her prior roles include positions at Charles Schwab and Autus Asset Management, LLC. She has been with Dynamic and its related entities since 2016. Dynamic serves a broad client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources for other advisers.

Cindy Bryant is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., and The AmeriFlex Group. She is also an owner of Momentum Financial Partners, a separate investment-related business. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Joena Russell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. She previously worked at Twin Peaks Wealth Advisors, LPL Financial, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing a rental property in Scottsdale, AZ. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers tailored to client objectives and risk tolerance.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Jones also operates Triple Jay Financial P.L.C., a business entity for tax and investment purposes. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, using diversified mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Christopher Ordway is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at Dynamic Wealth Advisors dba STF Wealth Management since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of advising, he is the author of the book *Reveal the Rockefeller Within* and is involved in educating parents on college planning and financial aid through The Hefar Group. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and offers services ranging from portfolio management to sub-advisory and practice support for other advisers.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

Kayla Mayoral is a CFP® with nine years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2024. She has previously worked with Raymond James Financial Services Advisors and Mekosh Financial. Outside of her advisory roles, she is involved with Baldini Investment Strategies, where she handles administrative and client-related duties. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client objectives and risk profiles.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at FSC Securities Corporation since 1991. Outside of his advisory role, Deangelis offers fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm utilizes both fundamental and technical analysis to create customized portfolios, employing tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerances, and tax considerations.