Sean Rawlings is a financial advisor with Lifeworks Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience. His background includes roles at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines planning-based and risk-based investment approaches using diversified funds, independent managers, and AI-supported research, while maintaining close operational integration with tax and accounting capabilities uncommon among multi-team advisory firms.

Ashman Murti is a CFP® with seven years of industry experience currently advising at Facet. Prior to joining Facet in 2025, he worked at The Vanguard Group for three years and spent time at Charles Schwab and Fidelity Investments earlier in his career. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily through ETFs. The firm uses a holistic planning approach with a Total Financial Life Resources framework and does not charge percentage-of-AUM fees, instead relying on fixed subscription fees.

Cyrus Baravati is a CFP® with 13 years of experience in the financial services industry. He currently serves at Concurrent Investment Advisors, LLC and The Wealth Stewards, where he holds the role of Wealth Strategist. His prior experience includes roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, utilizing a primarily long-term, portfolio-driven investment approach with a range of investment vehicles and third-party platforms.

Kyle Trueba is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with PFG Advisors and has held previous roles at United Planners, SECURITIES AMERICA, Inc., Equitable Advisors, Axa Advisors, Merrill, and Bank of America. He is also involved with his own business, Sliced Limes. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who deploy firm-developed model portfolios or third-party managers, often combining top-down macro allocation with index-based ETFs and multi-platform investment solutions.

Kiley Hein is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Before joining Brighton Jones in 2024, Hein's work background includes roles in the food and beverage industry and as a student. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic, balance-sheet approach.

Ronald Demers Jr. is a financial advisor at Madison Partners in Scottsdale, AZ, with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Madison Partners, he worked at Robert Baird & Co., Wells Fargo Clearing, and several other firms. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and long‑term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third‑party sub‑advisers and model portfolios.

Jakob Wagner is a CFP® professional affiliated with The AmeriFlex Group in Tempe, Arizona, with one year of industry experience. His prior roles include positions at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customizable strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

Pierre Brachet is a CFA® charterholder with one year of experience at Modern Wealth Management, LLC. He has worked in the financial industry since 2015, including an 11-year tenure with Public Safety Financial Galloway. Outside of finance, he is a 50% owner and bookkeeper for Giggle and Grow Preschool and Child Care in Gilbert, AZ. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, offering discretionary and non-discretionary investment management alongside tax, estate, and insurance-related services through affiliated entities.

Ariel Gonzalez Jr. is a ChFC® credentialed advisor at Signal Advisors Wealth, LLC with over a decade of experience in the financial industry. He previously operated Ariel Gonzalez Financial Services LLC and Wealth For You Financial LLC. Based in Tempe, AZ, he has been with Signal Advisors Wealth since 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supported by fundamental, quantitative, and technical analysis, while maintaining advisor responsibility for client relationships and suitability.

James Taylor is a CFP® professional with 13 years of industry experience. He currently works at Compound Planning, Inc. and has previously held roles at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, and Brighton Jones. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm emphasizes customized, risk-based model allocations and incorporates strategies such as low-cost ETFs, direct indexing, and alternative investments through a range of technology and third-party partnerships.

Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives and risk tolerance.

Christopher Lutzel is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012. Lutzel is also involved as a managing member of Sonoran Creek Wealth Advisors, LLC, focusing on financial and estate planning. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Elizabeth Connor is a financial advisor at RFG Advisory, LLC in Tempe, Arizona, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and annuity management.

Johanny De Jesus is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Modern Wealth Management in 2026, Johanny worked at Edward Jones from 2011 to 2025. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and various management strategies.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, Tillman worked at Oceanic Partners and Emerson Equity LLC. He is also Managing Director of Headwall Private Markets, a business involved in broker and SPV services for Pre-IPO companies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and brokerage services, with a focus on an open-architecture investment approach and notable international investing through third-party managers and affiliated private funds.

Nicholas Gearhart is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. His background also includes experience outside of finance, having been involved with Great Lakes Clothing Company and collegiate hockey at St. Cloud State University. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.