Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. 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, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Jakob Webel is a CFP® professional with three years of experience in the financial services industry, currently associated with Geneos Wealth Management, Inc. in Mesa, AZ. His prior experience includes roles at KeyBank and Key Investment Services LLC. Webel also conducts fixed insurance sales as an independent representative with various carriers. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple programs, employing a range of investment strategies including discretionary and non-discretionary account supervision.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Conor Whitney is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Brighton Jones in 2024, he worked at Goldman Sachs from 2018 to 2024 and at Merrill from 2015 to 2018. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group, where she was also a partner and operations manager. Outside of her advisory role, she operates an Amazon Locker and Customer Service Associate position. 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 platform model using the Amplify Platform and allocates client assets across a range of mutual funds, ETFs, sub-advisers, and alternative strategies including options and selective cryptocurrency exposure.

Christopher Zajdzinski is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors, Gold Book Financial, and the Diocese of Phoenix. Outside of his advisory role, he owns Sol Mates, LLC, a youth swim club. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment decisions across a range of securities and offers oversight of sub-advisors along with tax-efficient asset-location services.

Eric Montijo is a financial advisor at Ashton Thomas Securities, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and RBC Capital Markets. Montijo is based in Scottsdale, AZ. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm serves a broad client base through a team of 18 advisors across six offices and provides multiple program structures including wrap and non-wrap offerings, model portfolios, and access to independent and third-party sub-advisers.

Seth Goldberg is a financial advisor at United Capital Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC and Girard Securities Inc. He is based in Scottsdale, AZ. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and research.

Shelley Lindsey is a financial advisor with Kestra Private Wealth Services, LLC in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to joining Kestra in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2025. Outside of advising, she serves as a notary public. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, delivering both discretionary and non-discretionary services while supervising advisor recommendations within an approved product menu.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. Ashton Thomas Private Wealth serves individual and institutional clients such as 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, utilizing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Martin Lewis is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Private Bank and Mount Helena Private Wealth. Lewis serves on the University of Montana Tax Institute Advisory Board. Ashton Thomas Private Wealth serves individual and institutional clients such as 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, utilizing a range of investment strategies and platforms including the Amplify Platform.

Christian Harris is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at Heritage Family Offices, LLP, Heritage Wealth Management, Merrill, and Arizona State University. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering various services such as discretionary asset management, financial planning, and outsourced CIO arrangements. The firm combines fundamental value screening and quantitative optimization in its investment process, tailoring portfolios to client objectives through a network of investment adviser representatives.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.

Jonathan Rosenthal is a financial advisor with Stonex Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stonex Advisors since 2015 and is also affiliated with StoneX Securities Inc. and his own firm, Rosenthal Financial Services, LLC, where he manages income tax preparation and insurance sales. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement client strategies.

Jeffrey Adema is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been affiliated with various Cardinal Point entities since 2018 and previously operated a personal limited liability company. He is based in Scottsdale, AZ. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Prospera Financial Services 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, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.