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.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he sells fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in an investment policy statement.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Eric Bailey is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Sagepoint Financial and OSAIC before joining AmeriFlex in 2023, and he is currently also affiliated with Momentum Financial Partners and Cambridge Investment Research. 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, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Jacob Guzman is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at FedEx Express for five years and has experience as a contract musician. Outside of advising, Guzman works as an insurance agent, focusing on life, disability, critical illness, 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 delivers managed solutions primarily through Envestnet and supports advisors in recommending MOIS-approved model portfolios and third-party managers.

Heather Jackson is a financial advisor with Dynamic in Phoenix, AZ. She holds a Series 65 designation and has seven years of experience at Dynamic Advisor Solutions, following two years at United Retirement Advisor Group. Prior to her advisory roles, she worked briefly at Saddle Creek Coffee Company. Dynamic serves a diverse clientele including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, with an emphasis on technology integration and support for other advisers.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial Services since 2020. Carolina also holds a licensed insurance agent role in life and health insurance, dedicating less than 10% of her time monthly to this activity. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary and third-party models, offering portfolio management, retirement plan consulting, and advanced planning services that incorporate personal and business real estate considerations.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Terry Cox is a financial advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Kingswood Capital Partners, Capital Wealth Alliance, and Raymond James Financial Services. Cox is also the owner of an independent insurance agency, TDC Insurance LLC, which brokers fixed life and annuity products. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach utilizing both proprietary and third-party portfolios and manages approximately $582 million for around 4,000 clients.

Jordan Hall is a CFP® and Series 66-licensed advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a framework guided by personalized Investment Policy Statements.

Richard Pyle is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding the ChFC® designation and Series 65 license, with 10 years of industry experience. He previously worked at Wellspring Financial Partners for seven years before joining Ashton Thomas in 2022. Outside of advising, he is involved in tax preparation and operates an online clothing retail business. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and expanded family office services, using a range of investment strategies and offering back-office support through its Amplify Platform.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Kyle Rice is a CFP® with four years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Outside of his advisory work, he has experience at the University of Arizona Eller College of Management and in the car wash industry. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth management services including financial planning, investment management, family office services, tax preparation, and estate-planning support. The firm employs a Personal CFO model and provides private-investment opportunities through its subsidiary Lenora Capital.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Frank Stock is a financial advisor at Verus Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2011, with prior experience at Securities America, Inc. and LPL Financial, LLC. 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 services, using a combination of fundamental and technical analysis along with strategic asset allocation tailored to each client’s objectives and risk tolerance.

Nathaniel Facarazzo is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Futurity First Insurance Group since 2016 and Regal Investment Advisors from 2014 to 2016. Outside of advisory work, he is involved in the solicitation of fixed and indexed life and annuities through various communication channels. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of nearly 100 advisers who implement diversified investment strategies within a structured risk framework.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

Lant Webb is a Series 65-licensed financial advisor with Stoker Ostler, a part of BMO Financial Group, based in Scottsdale, AZ. He has 13 years of industry experience and has been with Stoker Ostler Wealth Advisors since 2010. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar client portfolios with a customized investment approach that emphasizes diversified portfolios and tax-aware strategies.

Cameron Enriquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Lux Wealth, Northwestern Mutual Investment Management, Northwestern Mutual Life Insurance Company, and Learnvest Planning Services. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and customized portfolio management services primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs long-term strategies using a range of investment vehicles and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.