Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.

Tyson Murphy is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a variety of investment strategies and a platform model that incorporates third-party managers and sub-advisers.

Michelle Decker is a CFP® with 24 years of industry experience and has been with Stoker Ostler Wealth Advisors, Inc. since 1998. She is based in Scottsdale, AZ, and holds a Series 65 license. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, diversified portfolios, ongoing due diligence, and draws on affiliated resources through its ownership by BMO Financial Corp.

Mark Tang is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Verus Capital Partners since 2014 and previously at Securities America Inc. and LPL Financial. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging to suit clients’ time horizons, risk tolerances, and tax considerations.

Jay Gehrke is a financial advisor at Waterloo Capital with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avellie Wealth Management LLC and Cole Wealth Management, LLC. Gehrke is also licensed to sell insurance products such as life, health, and annuity contracts when appropriate. Waterloo Capital is a multi-team advisor serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities, typically with a $1 million minimum. The firm employs a customized, long-term investment approach using fundamental analysis and offers a range of services including direct investment management, financial planning, access to third-party sub-advisers, and educational seminars.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. 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 and access to various custodial platforms and third-party managers.

Donald Cuppy is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Autus Asset Management, LLC for 16 years before joining Parallel Advisors in 2022. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Paul Mann is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Empire Wealth Advisors and AE Wealth Management. In addition to his advisory role, he is involved in licensed insurance sales. Trajan Wealth serves primarily 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 a client-tailored investment process documented in an investment policy statement.

Louise Willmering is a CFA® charterholder with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multi-disciplinary investment approach and is noted for advising private pooled vehicles and serving insurance company clients.

Lori Callahan is a financial advisor at Wedbush Securities Inc. in Scottsdale, AZ, with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

David Carroll is a financial advisor with Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Trek Financial since 2007 and is also affiliated with Trusted Business Advisor Group, which he joined in 2014. Outside of advisory roles, he is involved as an insurance agent representing fixed life, health, long-term care, and disability carriers. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical investment approaches incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools, and provides a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Joseph Donti is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at several firms including AE Wealth Management, Solutions First Financial Group, and Priority Wealth Advisors. Donti is also the owner and CEO of Priority Financial and Insurance Solutions, Inc., where he is involved in life insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing through a large enterprise platform.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® with five years of experience in financial advising, currently practicing at Dynamic since 2020. Prior to his advisory role, he has been a 50% owner of Allison Ragsdale Photography LLC for over 20 years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and other advisers, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to unaffiliated registered investment advisers through technology, compliance, and research resources.

Craig Tolzman is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Geneos Wealth Management since 2005 and has also worked at Schooner Financial Associates since 1995, where he is a co-owner. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

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.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and service as a combat engineer in the United States Army. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients as well as qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.