Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

Steven Kulesza is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Dynamic Wealth Advisors and previously worked at MSH Capital Advisors LLC, M.S. Howells & CO, and Charles Schwab. Based in Phoenix, AZ, he holds the Series 66 designation. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on supporting other advisers through technology and operational resources.

Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Mutual of Omaha in 2021, he worked at Cerner Corporation and Ozark Charters. He serves as a board member for Fore the Kids KC and mentors children with autoimmune disorders through the National Alopecia Areata Foundation. 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 operates primarily through a platform relationship with Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dylan Raddatz is a CFP® professional at Range Advisory, LLC with 11 years of industry experience. He has held roles at Fidelity Investments, FLX Distribution, ALPS Distributors, State Street Global Advisors, and The Vanguard Group. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm uses a subscription-based compensation model and incorporates AI tools for portfolio management while maintaining fiduciary responsibility.

Cody Elbert is a financial advisor at Abacus Wealth Partners in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Merative, IBM, US Bank, and Erpelding Voigt & Co., as well as work at the University of Northern Iowa and a family-owned well drilling business. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various institutional entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs an asset-class investing approach based on academic research, utilizing mutual funds, ETFs, and passive institutional funds, along with ESG screening and impact investing integrated into client portfolios.

Jeffrey Stone Jr. 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 American Express and Grand Canyon Education. Outside of financial services, he owns Stone Pickleball Academy, where he provides private pickleball lessons. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and often integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Michael Larriva is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. He previously worked at Perspective Financial Services, LLC from 2007 to 2023 and has been associated with Thrivent Advisor Network LLC since 2023. 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 third-party manager due diligence with both discretionary and non-discretionary portfolio management aligned with clients’ objectives.

Ted Rifkin Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2020, he worked at Abadie & Schill PC and was involved with Zia Taqueria. Outside of advising, he performs as a live musician. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm utilizes Envestnet’s platform and Pershing as custodian, offering model portfolios and third-party money manager relationships as part of its investment approach.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining A.G.P. in 2020, he worked at Oceanic Partners, Emerson Equity LLC, and Pelorus Jack Capital. He is also Managing Director of Headwall Private Markets, which acts as a broker and special purpose vehicle provider for pre-IPO companies. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management and financial planning services.

Nicholas Gearhart is a financial advisor at Brighton Jones LLC with 8 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. Prior to joining Brighton Jones in 2022, he worked at CliftonLarsonAllen Wealth Advisors and Cornerstone Wealth Advisors. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management alongside specialized services such as tax preparation, real-estate consulting, and family office support.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. She previously worked at LPL Financial LLC dba Chichester Financial Group LLC, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group LLC, totaling over a decade in the financial services industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, employs a primarily long-term investment horizon, and integrates AI productivity tools under human oversight in its advisory process.

John Henderson is a Certified Financial Planner (CFP®) with five years of industry experience. He currently serves as a financial advisor at Modern Wealth Management, LLC and has previously worked at Galloway Asset Management, LPL Financial, and Charles Schwab. Henderson is also involved in selling fixed and fixed indexed annuities through a separate insurance business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, guided by a centralized Investment Committee and employing a mix of model portfolios and third-party managers.

Darrell Kulow is a financial advisor at PFG Advisors with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, Securities America, and United Planners. He is also involved with Hebberd-Kulow Ent, Inc., an independent business he has maintained since 2001. 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 and offers access to third-party money managers and platforms.

Robert Hammans is a financial advisor with AlphaStar Capital Management in Chandler, AZ, holding a Series 65 designation and one year of industry experience. He has experience in estate and annuity planning, including roles at Camelback Estate Planning and Family Tree Estate Planning, where he serves as owner and director of operations respectively. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and a range of investment strategies, offering services to over 8,400 clients with approximately $2.5 billion in assets under management.

William Lyall is a Series 65 licensed advisor with nine years of experience, currently serving at Modern Wealth Management, LLC. He has worked at Galloway Asset Management, LLC since 2017 and previously had a 32-year career with the City of Tempe Fire Department. Lyall also serves as Vice Chairman of the United Arizona Firefighters Healthcare Trust. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with a centralized investment approach and a focus that includes public safety financial services.

Richard Boehm is a CFP® professional with 33 years of experience in financial advisory services. He is currently with Winthrop Wealth and has previously worked at firms including LPL Financial and Unified Wealth Management, where he was founder and managing partner. Outside of advisory roles, Boehm is involved with Unified Tax Services, preparing income taxes for individuals and businesses. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment approach and incorporates in-house management alongside third-party sub-advisers to implement systematic and tax-managed strategies.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.