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.

Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

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.

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.

Joseph Olivo is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. In addition to his advisory work, Olivo is the owner of a mortgage brokerage business based in Goodyear, AZ. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach through its Total Financial Life Resources framework and utilizes discretionary asset-allocation programs focused primarily on ETFs.

Vincent La Fata is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Navy Federal Investment Services, JPMorgan, Edward Jones, and several other companies. Outside of his advisory work, he has been involved as a driver for Lyft and Uber, and he has donor experience with Biolife. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Brennan Holmes is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Flex PWR and the University of Washington. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. 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 strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. 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 manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co. Inc. from 2016 to 2022. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and is involved with the Evergreen Chamber of Commerce in Kalispell, MT. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Vanessa Garcia is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and employs a non-discretionary approach, with investment decisions ultimately made by clients.

Yikedes Zerihun is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Zerihun worked at Charles Schwab & Co., Inc and held roles at Upgrade, Inc and eMerchantClub. Outside of finance, Zerihun serves as a judge for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority over client accounts.

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Gayle Starr is a CFP® with 40 years of industry experience, currently serving at Commonwealth Financial Network since 2005. She holds Series 63 and Series 66 licenses. In addition to her advisory role, she is president and sole owner of Lin-Com, Inc., a fixed insurance business entity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, combining operational, trading, technology, and compliance support with discretionary model portfolios managed by its Investment Management and Research team.

Mark Jones is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, Geneos Wealth Management, Inc., and Integrated Wealth Management. In addition to his advisory work, he is licensed as an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.