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.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Steven Leland is a CFP® and ChFC® with 23 years of experience in financial advising. He currently works at Ashton Thomas Private Wealth and has previously held roles at US Bank, Brightside, Northwestern Mutual, LearnVest, and TIAA-CREF. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

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 65 and Series 63 licenses and having five years of industry experience. Prior to joining Mutual of Omaha, he worked at Abadie & Schill PC and was involved in the restaurant business with Zia Taqueria. Outside of his advisory role, Rifkin is a live musician who performs regularly. 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 delivers managed solutions primarily through Envestnet and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

Jordan Twogood is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Eversource Wealth Advisors, LLC and has previously worked at Merwin Capital Management, LLC as well as various insurance companies. Jordan is also connected to Twogood Financial Services, Inc., which has a referral relationship with Eversource Wealth Advisors. Eversource Wealth Advisors serves a range of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of representatives. The firm also manages private pooled investments and provides back-office support and sub-advisory services to independent RIAs.

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.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Euro Pacific Capital since 2014 and is involved with Moore Masunas and Moore, a law firm, and MASUNAS Sports Complex, which provides athlete training services. He is also a co-founder and co-owner of The Eco Drone, a drone-based spray cleaning business set to launch in 2025. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles with a multi-team platform that emphasizes international investing, discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Catherine Lopez is a Series 66 licensed financial advisor with 24 years of industry experience. She currently works at USAA Investment Services Company and has held roles within various USAA entities since 2016. Outside of her advisory work, she is a co-owner of Treasure Trolls LLC, a resale business operating through multiple online platforms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers rather than managing client assets directly.

Christopher Quincy is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds a Series 66 credential and previously worked at United Planners Financial Services for 10 years. Outside of his advisory role, he serves as an executor in a fiduciary capacity and owns CAQ Enterprises LLC. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that incorporates discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies including ETFs, mutual funds, and specialist products.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Ryan Curwick is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Capital Investment Advisors, LLC and has previously held roles at The Vanguard Group, USAA Financial Planning Services, and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines centralized, ETF-based portfolio management with tailored financial planning and specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Paul Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Since 2011, he has owned Paul Rutkowski, LLC, a business managing bookkeeping and expenses related to his advisory and insurance practice. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and acts both as an adviser to outside RIAs and as a manager of private pooled investments, including private markets and impact investments.

Robert Himmelman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has prior experience at firms including Fortitude Family Office, LPL Financial, and UBS Financial Services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with comprehensive wealth management, financial planning, and investment advisory services. The firm employs a total picture approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.