Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, and practice support for other advisers.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Michael Roberts is a financial advisor with The Strategic Financial Alliance, Inc. in Gilbert, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Coastal Investment Advisors, Inc. Outside of financial advising, he consults in the motion picture and TV industry on budget, locations, and tax incentives. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through multiple portfolio programs. The firm operates with both discretionary and predominantly non-discretionary asset management, supporting a range of investment strategies and co-advisory relationships.

Jory Head is a Series 66-licensed financial advisor with nine years of industry experience. He currently works with The AmeriFlex Group and Cambridge Investment Research, Inc., and has prior experience at Sage Point Financial, Capital Financial Services, Inc., Northwestern Mutual, and OSAIC. Outside of advisory work, he is an independent insurance agent for various companies. The AmeriFlex Group is a multi-team SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of over 170 advisory representatives. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, offering both wrap and non-wrap solutions and customizing advice based on client profiles.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Bradley Allan is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Allan Agency and Family First Life among other firms. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of analytical methods and both internally managed and third-party model portfolios.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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 and multiple program platforms.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining discretionary and non-discretionary management aligned with clients’ objectives.

Alden Rowe is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 license and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Rowe is involved in several e-commerce and online retail ventures, including ownership of multiple online businesses and a publishing company. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on diversified, low-cost mutual funds and ETFs, incorporating fundamental analysis and modern portfolio theory, and it also offers fiduciary, CFO, insurance, and business services.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Chad Blanton is a financial advisor with Simplicity Wealth based in Phoenix, AZ, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Guardian Wealth Management and the Financial Independence Group. Outside of advising, he is a co-founder of Trademark Apparel, an apparel company focused on financial management. 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 investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

Caleb Jelcick is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. Prior to joining McAdam in 2021, he held positions at Starbucks, Columbia Hospitality, JoyRun, UPS, and Washington State University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered subscription financial-planning service along with alternative and specialized investment strategies.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has operated since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP) that provides sub-advisory and model portfolio services to other registered investment advisers. The firm combines strategic asset allocation with access to third-party managers and diversified investment strategies across various asset classes.

Jason Smith is a CFP® professional with 30 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2019. His prior roles include positions at VOYA Financial Advisors and Sji Financial Services, Inc. Outside of financial advising, he is a self-published author of a book reviewing Genesis 1-11 and is involved in life insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and investment strategies tailored by its advisors.

James Devary is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at A.G.P./Alliance Global Partners and National Asset Management. He serves as treasurer and board member for the United War Veterans Council and its foundation, and he is involved in non-investment ventures including a CBD/hemp supplements advisory board and ownership in a non-medical caregiving franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Nathaniel Barton is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Brownstone Financial, Guardian Wealth Management, and Brookstone Capital Management. Outside of his advisory role, he is a Senior Planning Advisor at Simplicity Group, focusing on case illustration and product support. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services supported by technology and operational platforms for other advisers.

Shane Tschida is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years at the firm and a total of two years in the industry. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he works as an insurance agent and is involved in real estate as a licensed agent on a client basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm combines investment advisory, broker-dealer, and insurance services within the Mutual of Omaha group and offers a platform-based approach with discretionary or non-discretionary investment options.

John Chichester Jr. is a CFP® and PFS™ with 24 years of experience in financial advising, currently with Maridea Wealth Management. His prior experience includes roles at LPL Financial, Cetera, Trustbank Wealth Management, and First Allied Securities. He also works as an adjunct professor at Northern Arizona University and operates a tax preparation and accounting practice. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified, low-cost mutual funds and ETFs managed using fundamental analysis and modern portfolio theory. The firm offers discretionary portfolio management along with business-oriented CFO, treasury, and retirement-plan fiduciary services.