Kevin Phillips is an advisor at Verus Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2017. Prior to this, he was associated with Securities America, Inc. from 2017 to 2020 and J.W. Cole Advisors, Inc. from 2013 to 2017. Phillips also holds a life insurance agent role offering term and long-term care insurance at client request. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to client goals and risk profiles.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Michael Porter is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 75% owner of Rivers Edge RV and Cabins Resort in Wyoming and serves on the charitable board of Wyo Sports Ranch. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model utilizing sub-advisers and third-party managers, offering a range of strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

Kyler Fuhriman is a financial advisor with Stoker Ostler, a part of BMO Financial Group, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Goldenwest Credit Union. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes personalized investment policies and diversified portfolios, utilizing tax-aware strategies and discretionary mandates aligned with client objectives.

George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Kaitlyn Laney is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sowell Management since 2023. Her prior roles include positions at CWM, LLC, Silverhawk Insurance Services, Silverhawk Asset Management, and Fidelity. Laney is also a licensed insurance producer in Arizona with life, accident, health, and sickness lines of authority. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed account solutions.

Michael Floyd is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Bayntree Wealth Advisors, Intelligent 401K, and AE Wealth Management, among others. Additionally, he is involved in estate planning and retirement strategy through his managing partner roles at Prospect Estate Planning and PWA Partners, where he also offers insurance-related services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $985 million through a team of 85 advisors. The firm employs model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.

Rick Cluck is a CFP® professional with 43 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Securities America. 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.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Frederic Amberg is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Benefits Commerce Group, Triad Advisors, One Digital Investment Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in educational activities related to insurance products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on mutual funds, ETFs, equities, and fixed income, while also offering ERISA-focused plan services and participant education.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 following a period as a student. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Ashley Robles Robles is a financial advisor at Trilogy Capital, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining Trilogy, Robles served four years in the U.S. Army and has work experience in both education and retail sectors. Outside of advising, Robles is also a licensed insurance agent specializing in life and health insurance. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework incorporating both in-house models and third-party sub-advisors, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Bernadette Broek is a financial advisor at Sequent Planning, LLC with three years of industry experience. She holds a Series 65 credential and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Outside of her advisory role, she is also an insurance agent affiliated with Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013. Outside of her advisory role, she serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Thomas Kelleher is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes six years at CliftonLarsenAllen, LLP. He is also licensed to sell various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Brian Elsey is a financial advisor with Kovack Advisors, Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is associated with Horses Help LLC, a nonprofit riding center in Phoenix. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, supplemented by individual equities, fixed income, derivatives, and alternative investments tailored to client goals.

Mark Troyer is a financial advisor with Impact Partnership Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. He has previously worked at Foundations Investment Advisors LLC and Aegis Wealth Management, Inc., and he is also president of Troyer Retirement, a firm offering fixed annuities and fixed life insurance since 2009. Outside of his advisory roles, he is an author of educational books and founder of Troyer Tax, a firm focused on deferred tax solutions. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary trading authority with client-imposed restrictions through a wrap-fee platform.

Stephen Captain is a CFP® with 39 years of experience in the financial industry. He is currently with Trek Financial, where he has worked since 1996, including a brief interval at World Equity Group, Inc. He manages an expense management business serving Bauer, Captain and Johnson. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a range of systematic and alternative investment strategies.

David Nuttall is a CFP® professional with six years of experience in financial advising. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2015. Based in Scottsdale, AZ, he works within a team of nine advisors. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and utilizes affiliated resources through BMO Financial Corp. to support its service offerings.