Daniel Loza is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Vanguard, Charles Schwab, Amazon, and Nike. 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 model-driven discretionary portfolio management through wrap fee programs that include Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory services, he sells fixed-indexed annuities as part of his role. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to client-specific circumstances.

Andrew Stange is a CFP® professional with 14 years of experience in the financial services industry. He is currently with CW Advisors, LLC, joining the firm in 2026 after roles at Rovin Capital and Fidelity, where he spent a combined decade. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional entities, using a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Eric Bailey is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes positions at Momentum Financial Partners, Cambridge Investment Research, OSAIC, and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and manages portfolios using customized strategies that include model asset allocations and discretionary manager relationships.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.

Nicholas Albert is a financial advisor at Berger Financial Group with six years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Dane Holdings Inc. Outside of finance, he is the owner and operator of Desert Willow Woodworks, a woodworking business. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, tax preparation, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies, managing many accounts on a discretionary basis with periodic client reviews.

Jacob Guzman is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at FedEx Express for five years and has experience as a contract musician. Outside of advising, Guzman works as an insurance agent, focusing on life, disability, critical illness, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and supports advisors in recommending MOIS-approved model portfolios and third-party managers.

Heather Jackson is a financial advisor with Dynamic in Phoenix, AZ, holding a Series 65 credential and seven years of industry experience. Prior to joining Dynamic, she worked at United Retirement Advisor Group for two years and spent one year with Saddle Creek Coffee Company. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers a range of portfolio management and consulting services, emphasizing tailored, long-term investment strategies and robust support for other advisers through technology, research, and operational resources.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and related entities since 2020. Carolina also maintains a part-time role as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate non-traditional investment instruments.

Kevin Hutton is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has prior experience at Joshua Income Management and Ronald J Phillips Insurance Services, Inc., where he held roles involving managerial duties and insurance product offerings. Hutton is also owner and vice president of Joshua Income Management, where he has recently begun incorporating advisory services. 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, charitable organizations, and other RIAs. The firm utilizes a range of proprietary and third-party investment models and strategies, supported by tailored suitability assessments and regular portfolio rebalancing.

H Adolphson is a financial advisor at Trek Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Clear Creek Financial Management, LLC and Tomte of the Harbor. In addition to his advisory role, he is a licensed insurance agent offering fixed term life insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical approaches, including the use of AI tools, diversified model strategies, and alternative investment platforms.

Kirk Marley is a financial advisor at Trek Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Dovetail Planning, Inc., BCJ Capital Management, and KBM Services, Inc. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction with a variety of systematic strategies, alternative offerings, and employs artificial-intelligence tools under governance and human review.

Jordan Hall is a CFP® and Series 66-licensed advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm emphasizes customized, diversified portfolios and employs tax-aware strategies within a framework guided by personalized Investment Policy Statements.

Richard Pyle is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds the ChFC® designation and the Series 65 license. Prior to joining Ashton Thomas in 2022, he worked for Wellspring Financial Partners from 2015 to 2022. Outside of his advisory role, he is involved in tax preparation services and operates an online clothing retail business. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, supported by its proprietary Amplify Platform.

Adam Pearce is a CFP® professional with 27 years of industry experience, currently with Capital Analysts in Tempe, AZ. He worked previously at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Pearce is also an author and teaches Financial Peace University classes focused on financial literacy. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network supported by an in-house Investment Management & Research team that uses proprietary fund screening to build tax-aware portfolios.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Kyle Rice is a CFP® with five years of industry experience, currently advising at Brighton Jones LLC in Scottsdale, AZ. His prior experience includes roles at Northern Lights Distributors, Redwood Investment Management, Sonora Investment Management, and Edward Jones. Rice also worked in education and service industries before entering financial advising. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary and non-discretionary portfolio management, as well as coordinated family office support and access to affiliated private investment funds and trust services.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Marc Montini is a Series 65-licensed financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He has worked at Foundations Investment Advisers since 2016 and also serves as president of Montini and Farrah Tax Advisory Group, providing tax and retirement planning services. Additionally, he is involved in annuity sales through an independent role at Fidelity and Guaranty. 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 incorporates model portfolios and an asymmetric rebalancing strategy, leveraging third-party sub-advisers and custodians.