Samantha Licko is a financial advisor at UMB Financial Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs both model-based and manager-driven investment strategies and is affiliated with UMB Bank, offering a range of fixed income and equity investment solutions.

Ashman Murti is a CFP® with seven years of industry experience currently advising at Facet. Prior to joining Facet in 2025, he worked at The Vanguard Group for three years and spent time at Charles Schwab and Fidelity Investments earlier in his career. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily through ETFs. The firm uses a holistic planning approach with a Total Financial Life Resources framework and does not charge percentage-of-AUM fees, instead relying on fixed subscription fees.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. His previous roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Kyle Trueba is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with PFG Advisors and has held previous roles at United Planners, SECURITIES AMERICA, Inc., Equitable Advisors, Axa Advisors, Merrill, and Bank of America. He is also involved with his own business, Sliced Limes. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who deploy firm-developed model portfolios or third-party managers, often combining top-down macro allocation with index-based ETFs and multi-platform investment solutions.

Corey Goldstein is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining SEIA, he worked at Bank of America and Merrill from 2017 to 2024, and has earlier experience at Dinan & Company and other firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary management styles.

Kiley Hein is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Before joining Brighton Jones in 2024, Hein's work background includes roles in the food and beverage industry and as a student. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic, balance-sheet approach.

Jakob Wagner is a CFP® professional affiliated with The AmeriFlex Group in Tempe, Arizona, with one year of industry experience. His prior roles include positions at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. 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, third-party money manager selection, and retirement plan consulting, utilizing customizable strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

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.

Ariel Gonzalez Jr. is a ChFC® credentialed advisor at Signal Advisors Wealth, LLC with over a decade of experience in the financial industry. He previously operated Ariel Gonzalez Financial Services LLC and Wealth For You Financial LLC. Based in Tempe, AZ, he has been with Signal Advisors Wealth since 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supported by fundamental, quantitative, and technical analysis, while maintaining advisor responsibility for client relationships and suitability.

James Taylor is a CFP® professional with 13 years of industry experience. He currently works at Compound Planning, Inc. and has previously held roles at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, and Brighton Jones. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm emphasizes customized, risk-based model allocations and incorporates strategies such as low-cost ETFs, direct indexing, and alternative investments through a range of technology and third-party partnerships.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. He previously managed an LLC related to fixed index annuity commissions, which is being closed following tax filings. Moors & Cabot serves a diverse client base, including individual, high-net-worth, and institutional investors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of analytic investment approaches and uses third-party sub-advisors and wrap programs to implement client strategies.

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.

James Cannon is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63, Series 65, and Series 66 registrations and bringing 15 years of industry experience. He has been with Dynamic Advisor Solutions LLC since 2008 and is a manager of RIA Partners Group, LLC. Additionally, Mr. Cannon owns 4% of Aculis Inc., a company developing AI applications for the wealth management industry, in which he has minimal involvement. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach while providing technology, operational, and compliance support to other advisers.

Johanny De Jesus is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Modern Wealth Management in 2026, Johanny worked at Edward Jones from 2011 to 2025. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and various management strategies.

Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.