Louis Lizza II is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ. His prior roles include work at MassMutual Insurance Company and SparrowOne, LLC. In addition to his advisory work, he holds an Accident and Health / Sickness / Life insurance license and serves as an insurance agent. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates within the Mutual of Omaha group, integrating advisory, broker-dealer, and insurance services, and utilizes platforms such as Envestnet and Pershing to deliver its managed solutions.

John Catalfio is a financial advisor at A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products.

Armani Cortez is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at OneDigital Investment Advisors LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm uses a combination of third-party and proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated services.

Chad Sewell is a CFP® with 17 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2018. Prior to joining IHT, he worked at Fidelity Brokerage Services LLC from 2012 to 2018. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and a range of investment strategies supported by a network of approximately 153 advisors.

Martin Williams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Williams is also an insurance agent specializing in life, health, and annuities, and owns Martin Williams LLC for tax reporting purposes. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Brian Bucell is a CFP®-designated financial advisor with 12 years of industry experience, currently with Dynamic since 2018. Prior to that, he worked at Steel Peak Wealth Management for four years. He is a co-owner of Aculis Inc., a company focused on using artificial intelligence to help advisors and support staff save time on administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and practice support services. The firm emphasizes tailored, long-term portfolio construction and also provides extensive support to other advisers through technology platforms, outsourced trading, and research services.

Jeffrey Krueg is a financial advisor at Dynamic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors and Autus Asset Management. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on providing integrated technology and operational support to other advisers.

Greyson Geiler is a financial advisor with AlphaStar Capital Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has a background that includes roles at Secure Estate Solutions, Senior Tax Network, and Andorra Capital, where he manages a Reg-D hedge fund focused on gold and silver leases and bonds. Outside of his advisory role, he is involved in insurance services and tax advisory through his other business ventures. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs a blend of strategic and tactical investment models and utilizes third-party portfolio construction technology, serving over 8,400 client relationships with roughly $2.5 billion in assets under management.

Katherine Johnson is a financial advisor with Ashton Thomas Private Wealth in Casper, WY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She previously worked for Wells Fargo Investments for 20 years. Johnson serves on the boards of several local nonprofit organizations, including Natrona County Meals on Wheels, the Gottsche Foundation, and the Natrona Collective Health Trust. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and providing access to program managers and model portfolio solutions.

Michael Wallace is a financial advisor with Capital Analysts in Tempe, AZ, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Investment and spent two decades with the City of Tempe. Outside of his advisory role, Wallace is a firearms instructor providing training for police and civilians. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and a proprietary investment research team.

Levi Earhart is a CFP® with 14 years of industry experience currently associated with Simplicity Wealth in Scottsdale, AZ. He previously worked at The Vanguard Group, Inc. for 14 years and has experience with Scottsdale Serenity Rehab and Juniper Wealth Management. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, combining advisory services with technology and operational support for other advisors.

Theresa Standart is a financial advisor at Dynamic with 18 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior roles include positions at Autus Asset Management and Dynamic Wealth Advisors. Dynamic serves a broad client base, including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and retirement plan services, with a focus on a long-term, client-specific investment process and significant support for other advisers through technology and outsourced services.

Cindy Bryant is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., and The AmeriFlex Group. She is also an owner of Momentum Financial Partners, a separate investment-related business. 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, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Zebrick De Leon is a financial advisor at BOK Financial Securities, Inc. with 16 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through non-discretionary, fee-based investment management and financial planning. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Que Chi Bui Nguyen is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and over eight years of experience in the financial industry, including roles at Tempus Wealth Australia, Tyton Capital Advisors, and Viet Capital Securities JSC. Nguyen joined Ashton Thomas Private Wealth in 2025 and is based in Scottsdale, AZ. Ashton Thomas Private Wealth serves a range of individual and institutional clients, including high-net-worth households, trusts, estates, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a variety of investment strategies and platforms.

Joena Russell is a CFP® credentialed financial advisor with 23 years of industry experience. She is currently with Nations Financial Group, Inc. and has previously worked at firms including Twin Peaks Wealth Advisors, LPL Financial LLC, and Jefferson National Financial Corp. Outside of her advisory role, she is involved in managing rental property ownership. Nations Financial Group, Inc. serves a wide range of clients including individuals, pension plans, trusts, and businesses, offering portfolio management, pension consulting, and a variety of investment strategies that incorporate both in-house and third-party managed solutions.

Timothy Sperling is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds a Series 65 license and has previously worked at Triad Advisors and Clear Stream Advisors. In addition to his advisory role, he is CEO of Saguaro Business Development LLC, focusing on business development activities. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through advisor-managed accounts, third-party money managers, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supported by an internal portfolio team and provides integrated services including retirement plan consulting and portfolio reporting.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Paul Harding is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Simplicity Wealth, Harding worked at The Leaders Group Inc, OneAmerica Securities, American United Life, and WealthPoint, LLC. He is also an independent insurance agent advising business owners on the efficient transfer of their business equity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with discretionary portfolio management and various investment overlays.