Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Bryce Vogel is a financial advisor with CoreCap Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Ameritas Investment Corp. and Spartan Financial Group. Outside of his advisory work, he serves as a social media and web administrator for the Maricopa County Justice Museum. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a variety of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. 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, and employs model portfolios with an asymmetric rebalancing approach.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 12 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 provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support.

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 and previously spent a decade as a student. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Ashley Seeger is a financial advisor with PFG Advisors and holds Series 65 and Series 63 designations. She has 15 years of industry experience, including prior roles at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. Seeger is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm delivers its investment approach through a network of advisors using model portfolios, third-party managers, and marketplace platforms, with an emphasis on macro allocation and index-based ETFs alongside fundamental and technical analysis.

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.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing from 2005 to 2013. Griebel holds Series 63 and Series 65 licenses and serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a range of analytical methods and utilizes both third-party and affiliated sub-advisors.

Alexander Vander Henst Huerta is a financial advisor with Foundations Investment Advisors LLC based in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Capital Insight Partners, LLC, Charles Schwab, Cerritos College, YMCA, and Harbor House. Foundations Investment Advisors, LLC provides 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, employs model portfolios, and offers services through a large network of affiliated offices and representatives.

Erik Walker is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at IP Financial Advisory Services since 2024 and has prior experience with Householder Group Estate & Retirement Specialists, Verus Capital Partners, and Securities America Inc. Outside of his advisory role, Walker conducts financial education workshops and is involved in insurance sales and group benefits. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and insurance product offerings.

Brian Elsey is a financial advisor at Kovack Advisors, Inc. in Phoenix, Arizona, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and 1st Global Advisors. Outside of advising, he is associated with Horses Help LLC, a nonprofit riding center in Phoenix. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, providing a range of advisory services and using both internal models and third-party managers to construct and monitor client portfolios.

Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace platforms.

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.

Ivy Kirkman is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds the Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she worked in various positions including at Mutual of Omaha Insurance Company and served as a Social Media Coordinator for 515 Therapy & Consulting. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, delivering managed solutions primarily through a platform relationship with Envestnet and using Pershing as custodian.

Bryan Heath is a financial advisor with Gradient Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Pacific Capital Resource Group, Royal Alliance, and Hornor, Townsend & Kent, among others. Outside of his advisory role, Heath has maintained a long-standing career in freelance TV sports production, specializing in computer graphics and on-air animation since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing various analysis methods to support client portfolios.

Michele Farfan is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Mutual of America, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income.

Michael Gross is a CFP® with 26 years of industry experience, currently serving as an advisor at Madison Partners. He previously worked at Wells Fargo Clearing, Schwab Wealth Advisory Inc., and Charles Schwab in various capacities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, often utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, with ongoing monitoring and annual reviews to align with client objectives.

Jerry Hurt is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Mutual of Omaha Investor Services, Inc. since 2018 and previously worked at Foundational Financial Partners, LLC and several other firms. Outside of his advisory role, he serves as treasurer for a condominium community in Scottsdale, reviewing budgets for board approval. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily delivered through third-party platforms and managers.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.