Tyler Clark is a financial advisor with United Capital Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and with eight years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Edward Jones, among others. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm’s platform emphasizes customized portfolio solutions, offering access to third-party managers, ESG and faith-based options, and a broad affiliate network that includes legal and trust services.

Jonas Zamora is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Dynamic. His prior career includes roles at Morgan Stanley, Bank of America, and Merrill Lynch. Located in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm offers portfolio management, financial planning, retirement services, and practice support, using a client-specific investment approach and providing technology and outsourcing solutions to unaffiliated registered investment advisers.

Brandon Kaplan is a CFP® and Series 66–licensed advisor with nine years of industry experience. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, LIQD Investments, Paradise Valley Wealth Management, and AssetMark, among others. 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 and multiple program platforms.

Brianna Miller is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and two years of industry experience. Her prior roles include positions at CI Global Asset Management and BMO Investment Counsel, along with experience in e-commerce. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies through its Amplify Platform.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.

Alexander Mc Bain is a Series 65-credentialed advisor at Ashton Thomas Private Wealth with experience beginning in 2024. Prior to joining Ashton Thomas, he worked at Coldstream Wealth Management from 2021 to 2024 and has held various roles outside the financial industry. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and retirement plans. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment approaches and proprietary platforms.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Alexander Koury is a CFP® professional with 17 years of industry experience, currently serving at Mutual Advisors, LLC. His prior roles include positions at Hosler Wealth Management, WealthForeSight, and Commonwealth Financial Network. Outside of advisory work, he creates financial education content for business owners through his website, My Retirement. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Alek Sokoloski is a CFP® professional at Avior Wealth Management, LLC with two years of industry experience. His prior roles include positions at Ironwood Investment Counsel, Rockwood Wealth Management, Zenith Wealth Partners, and Junto Wealth. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions, providing investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach, utilizing both direct portfolio management and separately managed account models.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Sheena Oberoi is a CFP® with 19 years of industry experience, currently serving at Winthrop Wealth. Her background includes roles at LPL Financial and Unified Wealth Management, and she is also active as a licensed real estate agent. Outside of advisory work, she has experience as a group fitness instructor and operates a tax preparation business. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm provides integrated private wealth management with a focus on prudence and long-term investment strategies, supported by an Investment Committee and a blend of internal and external management resources.

Bruce Hosler is a Certified Financial Planner® with 29 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. Outside of his advisory role, he serves as a financial clerk and audit committee member for a non-profit church organization and is the author of a financial planning book. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and supports a range of platforms and third-party managers, with notable capabilities in serving sovereign wealth funds and other specialized institutional clients.

Michael Wood is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Florida Financial Advisors, LPL Financial, and various non-financial positions. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, long-term investment approach focused on stocks, ETFs, and selective mutual funds, with portfolios tailored to clients’ individual circumstances.

Jake Marty is a financial advisor with Capital Analysts in Phoenix, AZ, holding a Series 66 license and eight years of industry experience. His prior experience includes roles at Lincoln Investment, Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Outside of advisory work, he is involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using in-house investment strategies and third-party managers, and it operates with a fiduciary role, providing various portfolio management options and financial services.

Skene Black is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Heffernan Financial, Osland Financial Group, Charles Schwab & Co., Inc., Wells Fargo, and Northwestern Mutual. Outside of finance, he was involved with Venezias Pizzeria for four years and worked with the Arizona Referee Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm employs a range of investment strategies and offers both customized and model-based account solutions.

Walter Less is a financial advisor at Trajan Wealth, L.L.C. with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Wells Fargo Clearing, and South State Investment Services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, and various entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, with portfolios tailored to clients’ specific financial situations and coordinated with affiliated tax, estate, and insurance professionals.

Robyn Kreuer is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Verus Capital Partners and Securities America, Inc. since 2013. 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 offers customized portfolios that consider client objectives, risk tolerance, and tax factors.

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.