William Herding is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at White Water Wealth, LLC, Camelback Wealth Consultants, and American Express. Herding is involved in community activities as a co-captain of the Catholic Beer Club and serves as treasurer for the Biltmore Area Partnership. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

Christopher Price is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Asset Preservation Wealth & Tax, Ryder Transportation, and Black Diamond Landscaping. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Justin Rivera is a CFP® and CFA® with 10 years of experience in the financial industry. He is currently with Larson Financial Group, LLC and previously worked at firms including Motley Fool Wealth Management, TMF Investments, and The Vanguard Group. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches through model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its advisory process.

Annette Musa is a financial advisor at Northern Trust Securities, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bank of America, N.A. and Comerica Bank. Outside of her advisory role, she teaches Jazzercise fitness classes as a franchisee and serves on the board of the nonprofit Feeding Matters. Northern Trust Securities, Inc. provides discretionary portfolio management and serves high-net-worth individuals, retail investors, and institutional clients through model-driven wrap fee programs. The firm combines advisory, brokerage, and custody services, offering portfolios that include proprietary and third-party products reviewed at least annually for suitability.

Stewart Willis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. He is also the managing member and president of Asset Preservation Wealth & Tax and serves as president of Alpha1 Tax & Wealth Management, where he provides tax, insurance, and estate planning services. Willis has worked at Gateway Financial since 2005. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach to manage client assets.

Andres Escobedo is a financial advisor at PFG Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and United Planners. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, utilizing model portfolios and a variety of marketplace platforms.

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Kory Leadon is a CFP® and holds a Series 66 license with 16 years of experience in the financial advisory industry. He has been with Brighton Jones LLC since 2004, including its predecessor entity, and is currently based in Scottsdale, AZ. Brighton Jones LLC provides comprehensive wealth-management services to high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm utilizes a Personal CFO model and family office services, offering a broad range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Michael Walling is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, Walling is a partner in RBG Capital LLC, which provides wealth management, business succession planning, and investment banking services, including mergers and acquisitions advisory. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering a range of investment and wealth management services, including advisor-managed accounts, third-party money manager access, and retirement plan consulting. The firm utilizes an integrated operating model supported by an internal portfolio team that provides models, strategies, and trade execution across multiple asset classes.

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.

Daniel Loza is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northern Trust Securities, he worked at Vanguard and Charles Schwab, and his background includes roles at Amazon and Nike, as well as a period of full-time education. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a range of managed accounts and combines advisory, brokerage, and custody services supported by its affiliation with Northern Trust Corporation.

Victoria Yazzie is a financial advisor at PFG Advisors with 20 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining PFG Advisors in 2024, she worked for 18 years at The Vanguard Group, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Andrew Stange is a CFP® with 14 years of industry experience who currently serves at CW Advisors, LLC. Prior to joining CW Advisors in 2026, he worked at Rovin Capital for four years and spent a decade with Fidelity in various advisory roles. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed money managers.

Tyler Leuning is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years and Leading Edge Academy for three years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

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.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Tracy Cobb is a Series 65-licensed financial advisor at Brookwood Investment Group with 10 years of industry experience. Prior to joining Brookwood in 2023, Cobb worked at Belpointe Asset Management for eight years and has operated a CPA firm since 1999. She owns and manages Cobb CPA, a tax and accounting practice based in Tempe, AZ. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies tailored to client needs.

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.