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.

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.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Jones also operates Triple Jay Financial P.L.C., a business entity for tax and investment purposes. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, using diversified mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis.

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.

Christopher Ordway is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at Dynamic Wealth Advisors dba STF Wealth Management since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of advising, he is the author of the book *Reveal the Rockefeller Within* and is involved in educating parents on college planning and financial aid through The Hefar Group. 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 portfolio construction approach and offers services ranging from portfolio management to sub-advisory and practice support for other advisers.

Timothy Hammond is a financial advisor with Wealthcare Advisory Partners LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at USAA Financial Advisors Inc and LPL Financial, and he currently provides investment advisory services through Gateway Wealth Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm offers wealth management, investment management, and financial planning services using a goals-based planning approach supported by proprietary technology and an evidence-based investment framework.

Quinn Carolan is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 credential. Quinn has been with Brighton Jones since 2024 and has prior experience working at Rooster Bus and Northern Arizona University. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering for high-net-worth clients and OpenPlan for individual financial planning. The firm employs a whole-balance-sheet approach and manages a diversified mix of public and private investments while also offering affiliated legal, trust, and private fund management services.

Jack Christensen is a financial advisor with Northern Trust Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DMKC Advisory Services, LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven programs that include Separately Managed Accounts and Strategist UMAs, incorporating both proprietary and third-party investment products.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Victoria Arguello Solorzano is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation and two years of industry experience. She has worked at Arkadios Capital since 2024 and is also associated with RBG Capital LLC. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing customized investment plans based on client risk profiles across various account types.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Steven Deangelis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at FSC Securities Corporation since 1991. Outside of his advisory role, Deangelis offers fixed insurance services through Deangelis Investment Services. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm utilizes both fundamental and technical analysis to create customized portfolios, employing tactical adjustments and selective hedging tailored to clients' time horizons, risk tolerances, and tax considerations.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.