Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Cade Roque is a financial advisor at Cornerstone Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at LPL Financial and Mutual of Omaha Investor Services. Outside of finance, Roque is involved in a local martial arts organization in Mesa, AZ. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis in managing discretionary assets totaling $4.93 billion as of the end of 2025.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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 manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Nicholas Kaiser is a CFP® professional with 11 years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2023. His prior roles include positions at Foundations Investment Advisors and Northwestern Mutual Investment Management. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also providing advisory services and technology solutions for other advisers.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Michael Halliday is a financial advisor with Integrity Advisory Solutions in Mesa, AZ, holding a Series 65 license and one year of industry experience. He has been a partner and attorney at Morris Hall, PLLC since 2018 and previously worked at Halliday Law, PC. In addition to his advisory role, he manages a life and health insurance business, meeting with clients on disability and life insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of asset allocation strategies and third-party platforms.

Shanna Reed is a financial advisor at Maridea Wealth Management with 15 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Edward Jones. In addition to her advisory role, she owns BY HFS, a financial coaching business that offers tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a primarily long-term investment horizon, and integrates AI tools under human oversight to support research and administrative functions.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, and uses a range of analytical approaches to manage client assets, including firm-sponsored programs and third-party money managers.

David Hughes is a CFP®, CFA®, and Series 65 registered advisor with nine years of industry experience. He currently works at Dynamic and previously held roles at Goldman Sachs Personal Financial Management and Ronald Blue & Co. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through integrated technology and operational resources.

Shannon Larson is a financial advisor at Dynamic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm follows a long-term, personalized portfolio construction process and offers a range of services including portfolio management, financial planning, and support for other advisers through technology and sub-advisory relationships.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.

Renaurd Reynolds is a financial advisor with CoreCap Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at CoreCap Investments, Guideline Wealth Management, Ameritas Investment Corp., Spartan Financial Group, and Capital Choice Financial Services. Outside of advisory work, he provides tax and accounting consulting services through his CPA practice. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales, often incorporating sub-advisors and third-party asset managers.

Christopher Kuzelka is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Capital Investment Advisors in 2024, he worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management through a structured, ETF-based model portfolio approach and offers specialized services including family-office style solutions, pension consulting, and executive compensation analysis.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Alena Boucek is a financial advisor at Brighton Jones LLC with three years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2021. Her prior roles include positions at VotingSmarter and VIP Mortgage. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, family office support, and access to private and public investments.

Erick Jimenez is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Asset Preservation Wealth & Tax, Kingdom Financial Group, AXA Advisors, Edelman FINANCIAL ENGINES ADVISORS, and American Express. He is also affiliated with Asset Preservation Tax & Retirement Services, which provides insurance, tax, retirement, and financial planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to 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, employing model portfolios with an asymmetric rebalancing approach and sub-advisory relationships to tailor investment solutions.