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.

Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at UBS Financial Services. Scott has been with Wedbush Securities since 2009. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm provides wealth management, fixed income, commodities, securities lending, and capital markets services, along with discretionary and non-discretionary portfolio management and third-party manager due diligence.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, LLC. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to 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 and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Tucker Sahnow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and LPL Financial LLC. Sahnow provides investment advisory services with Gateway Wealth Partners since 2025. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, utilizing a diversified approach with mutual funds, ETFs, individual securities, and independent managers.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Jason Noble is a CFP® with 19 years of industry experience, currently serving as an advisor at Dynamic. His prior roles include positions at Prime Capital Investment Advisors, Financial Engines Advisors, and M&T Securities. Outside of advising, he is involved with PCRM, LLC, which provides fixed-insurance products. Dynamic serves a diverse client base including individuals, trusts, and businesses, offering portfolio management, financial planning, retirement services, and sub-advisory support. The firm emphasizes a long-term, client-specific approach and provides integrated technology and operational support to other advisers.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Hailey Leister is a CFP® with four years of industry experience and is currently an advisor at Brighton Jones LLC. She has been with Brighton Jones since 2021, following a brief tenure at Charles Schwab & Co and roles in academic and athletic support at the University of Arizona. Brighton Jones LLC offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach. The firm provides discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, and practice support for other advisers.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Michael Roberts is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining The Strategic Financial Alliance, he worked at firms including CreativeOne Securities, Triad Advisors, and Coastal Investment Advisors. Outside of advising, he consults with film and television productions on budgeting, locations, and tax incentives. The Strategic Financial Alliance serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and businesses. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and advisory services, utilizing asset allocation, model portfolios, and alternative investment products.

Jory Head is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Sage Point Financial and Capital Financial Services, Inc. Head is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies via model asset allocations, managed accounts, and both wrap and non-wrap solutions.

Nicholas Fuller is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CreativeOne Wealth, LLC since 2019. Prior to this, he worked at Dynamic Wealth Advisors from 2013 to 2019. He is also the owner of Fuller Wealth Management, a separate wealth management practice. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies within a structured platform that supports tailored suitability assessments and regular portfolio rebalancing.

Bradley Allan is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Allan Agency and Family First Life among other firms. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of analytical methods and both internally managed and third-party model portfolios.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. 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 discretionary and non-discretionary management aligned with clients’ objectives.

Alden Rowe is a financial advisor at Maridea Wealth Management with nine years of industry experience and holds a Series 66 designation. Prior to joining Maridea in 2025, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2017 to 2025. Outside of his advisory role, Rowe is involved in several entrepreneurial ventures including ownership of an online retail store, a publishing company, and e-commerce businesses. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans with discretionary investment management, financial planning, and other related services. The firm employs diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, incorporating AI tools under human supervision to support research and administrative tasks.