Brett Fallon is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting using various wrap and non-wrap solutions and conducts ongoing monitoring with regular client reviews.

Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Scott Knutson is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, he manages ranch operations through Budger Enterprises, LLC, and Shields Valley Land and Cattle, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and alternative strategies, supported by its Amplify Platform for program manager access and model design.

Sean Rawlings is a financial advisor with Lifeworks Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience. His background includes roles at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines planning-based and risk-based investment approaches using diversified funds, independent managers, and AI-supported research, while maintaining close operational integration with tax and accounting capabilities uncommon among multi-team advisory firms.

Kevin Williamson is a financial advisor at Parallel Advisors, LLC with 30 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Charles Schwab & Co., Inc for 16 years before joining Parallel Advisors in 2023. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach including fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to manage tax efficiency and held-away accounts.

Randall Lee is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley and Mercer Global Advisors, among other roles. Lee is also involved with Ashton Thomas Private Wealth, LLC as an investment analyst. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients. The firm offers various investment programs and retirement plan consulting services, serving individuals, business entities, trusts, estates, and charitable organizations through a team of 18 advisors across six offices.

Jeff Burch is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Trajan Wealth in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2012 to 2023. 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. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Dylan Bowman is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Prospect Wealth Advisors. Outside of his advisory work, he owns an e-commerce business, Solwater Store, which sells consumer products online. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analysis.

Kiley Hein is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Kiley’s work history includes roles outside of finance such as positions at Village Bar and Grill and Brewed Awakenings Coffee Roasters. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and access to affiliated private investment funds and trust services.

Ronald Demers Jr. is a financial advisor at Madison Partners in Scottsdale, AZ, with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Madison Partners, he worked at Robert Baird & Co., Wells Fargo Clearing, and several other firms. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services 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 customized and long‑term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third‑party sub‑advisers and model portfolios.

Lance Knight is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds the Series 66 designation and has worked at Ashton Thomas Private Wealth since 2018, with prior experience at firms including M. S. Howells & Co. Outside of his advisory role, Knight serves as chairman of the board for St. Jude’s Ranch for Children, a nonprofit organization. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, and family office services, using a range of investment strategies and platforms including mutual funds, ETFs, independent managers, and alternative investments.

Pierre Brachet is a CFA® charterholder with one year of experience at Modern Wealth Management, LLC. He has worked in the financial industry since 2015, including an 11-year tenure with Public Safety Financial Galloway. Outside of finance, he is a 50% owner and bookkeeper for Giggle and Grow Preschool and Child Care in Gilbert, AZ. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, offering discretionary and non-discretionary investment management alongside tax, estate, and insurance-related services through affiliated entities.

Aaron Brodt is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. His work history includes roles at Amplify Financial, Amplify Technology, Peachtree Capital Corporation, and GFA Wealth Design. Outside of advising, he is a member and owner of GFA Wealth Design, an insurance sales business. 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 multi-strategy approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, alongside options and selective cryptocurrency exposure, supported by its Amplify Platform.

Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives and risk tolerance.

Christopher Lutzel is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012. Lutzel is also involved as a managing member of Sonoran Creek Wealth Advisors, LLC, focusing on financial and estate planning. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Marks is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Summit Wealth Group since 2016 and holds a Series 66 license. Outside of his advisory role, he owns Fore Right, LLC, a private entity established for personal tax purposes, and co-owns a marketing company based in Colorado. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment allocations using various analytical approaches and frequently implements strategies through third-party money managers and sub-advised models.

Tyler Soria is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential. He began his advisory career in 2026 and has prior experience in logistics and fitness industries. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, employing a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises 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, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.

Curtis Smith is a financial advisor at Avior Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Wealth Alliance, Kingswood Capital Partners, and Raymond James Financial Services. Smith is also the owner of Clearview Financial Group LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Elizabeth Connor is a financial advisor at RFG Advisory, LLC in Tempe, Arizona, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and annuity management.