Michele Farfan is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Mutual of America, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income.

Michael Gross is a CFP® with 26 years of industry experience, currently serving as an advisor at Madison Partners. He previously worked at Wells Fargo Clearing, Schwab Wealth Advisory Inc., and Charles Schwab in various capacities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, often utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, with ongoing monitoring and annual reviews to align with client objectives.

Christopher Erblich is a financial advisor at TFO Wealth Partners with Series 63 and Series 65 licenses and 21 years of industry experience. He is also a partner at the law firm Husch Blackwell LLP, where he focuses on estate planning. Additionally, he holds leadership roles in several trust companies and serves as a manager or owner in various investment and non-investment related entities. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets with a team of 55 advisors. The firm employs long-term, asset allocation strategies based on modern portfolio theory, using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, AZ. 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.

David Lundgren is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He previously worked at Goldman Sachs / United Capital Financial Advisers for six years and Bbva Compass Investment Solutions for one year. Outside of his advisory role, he owns 7:7 Holdings, LLC, a real estate company focused on purchasing properties to fix and sell. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides IPS-driven, discretionary portfolio management and financial planning, utilizing a range of investment strategies and managing most client accounts on a discretionary basis.

Jared Tolzman is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding a Series 66 credential and five years of industry experience. He has been with Geneos Wealth Management and Schooner Financial Associates since 2020. Tolzman also operates as an independent representative for fixed insurance business with various insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Charles Bruening III is a CFP® and CFA® with 14 years of industry experience. He has been with Stoker Ostler Wealth Advisors in Scottsdale, AZ since 2006. 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, ongoing due diligence, and long-term holdings, and operates as a wholly owned subsidiary of BMO Financial Corp., leveraging affiliated trust, banking, and research resources.

Edward Hable is a financial advisor at Ashton Thomas Private Wealth with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital Management and Equity Advisor Solutions prior to joining Ashton Thomas. Ashton Thomas Private Wealth offers investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Joshua Robbins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors since 2022. He previously worked at Robert W Baird from 2015 to 2022. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, using a formal Investment Committee and a documented analytical framework to guide investment decisions.

Jacob Parish is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everbank for 16 years while also being associated with Geneos Wealth Management and Schooner Financial Associates since 2008. Parish is a co-owner of Schooner Financial Associates. 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’s investment approach incorporates continuous account monitoring, discretionary trading, and a variety of analytic methods and strategies, with options for customized portfolios and third-party model allocations.

Norman Anderson is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has prior experience with Chalice Wealth Advisors, Chalice Capital Partners, and First Allied Advisory Services. Outside of investment advisory, he engages in fixed life insurance and tax strategy marketing activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Christopher Tedesco is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at The Vanguard Group and independent contracting with the PGA Tour. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation through model portfolios with third-party managed programs, mutual funds, ETFs, and selective private placements, supported by multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Karen Longo is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and 28 years of industry experience. She has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2014. Outside of her advisory role, she is involved with Management Affiliates International, Inc., a business entity related to investment activities. 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 and tactical adjustments, customizing portfolios to clients’ objectives, risk tolerance, and tax considerations.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Zachary Mason is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held positions at Securities America, Inc and LPL Financial, LLC prior to his current role. Outside of his advisory work, he has a non-investment-related involvement with Wildwood Home Company LLC. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with services including discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to tailor portfolios to clients’ specific time horizons, risk tolerances, and tax considerations.

Robert Seamans III is a CFP® professional with 27 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for Wells Fargo Advisors Financial Network LLC for 11 years. Outside of financial advising, he owns and operates Salt River Solar, Inc., a company involved in alternative energy construction. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives and risk tolerance.

Christina Artem is a financial advisor at Cardinal Point Wealth Management in Scottsdale, AZ, holding a Series 65 designation. She has seven years of industry experience, including roles at TD Wealth and RBC Phillips, Hager & North. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and offers cross-border U.S./Canada services.

Jared Williams is a CFP® with 21 years of industry experience. He is currently with Trek Financial, where he has worked since 2022. His prior experience includes roles at Heritage Wealth Management, Levin Funding Group, Paradigm Stratagem, and Bauer Captain & Johnson. Williams is also a licensed insurance agent, involved in the sale of fixed insurance products. Trek Financial serves individual and high-net-worth clients, as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical portfolio construction techniques, incorporating AI tools under governance and human review, and provides a wide range of model and alternative investment strategies.

Matthew Figueroa is a financial advisor at Ashton Thomas Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, Inc., and Pinnacle Peak Private Client Group. He serves as a board member of the Vista Monterey Homeowners Association. 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 employs a platform model and utilizes a range of investment strategies, including mutual funds, ETFs, independent managers, and specialized products.