Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Inc. from 2015 to 2026. 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 Separately Managed Accounts and other strategies, combining advisory, brokerage, and custody services within a broad enterprise platform.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding a ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at LPL Financial and Securities America, Inc. Landis has been with PFG Advisors since 2015. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios with third-party managers, emphasizing macro allocation through index-based ETFs alongside various analytical methodologies.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth Advisors. PFG Advisors offers 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 supports various third-party platforms and wrap programs.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.

Johnny Hernandez is a financial advisor at Modern Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Martinsen Wealth Management. Hernandez previously worked in roles outside of finance, including at Lyft. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Owen Farnsworth is a financial advisor at PFG Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including United Planners Financial Services, U.S. Bancorp Advisors, and Securities America. Outside of his advisory role, Farnsworth provides part-time bookkeeping services through MSB Capital LLC and DirtFX LLC. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, focusing on macro allocation and index-based ETFs, with services supported by technology platforms such as Wealth.com and various marketplace providers.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Corey Oberholtzer is a CFP® with 24 years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services across a multi-team platform.

Brian Jutting II is a CFP® professional with 13 years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Galloway Asset Management, LLC and THE Vanguard Group, Inc. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical investment approaches.

Jeffrey Juniper is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated Juniper Wealth Management, LLC since 2018 and is involved in other business ventures, including managing Strategic Personal and Business Insurance Solutions, offering life insurance and annuities, and serving as president of Protect R World, Inc, a company focusing on micro security technology for public safety communication. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, providing model portfolio management, third-party manager due diligence, and technology solutions for advisers through its TAMP platform.

Katrina Barrett is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been associated with both Geneos Wealth Management and Lazarus Group since 2009. Outside of her advisory role, she is involved in founding and managing Fenix LPC LLC and operates as a realtor and owner of Local Luxury Real Estate LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of investment strategies and portfolio management options tailored to client needs.

Ian Amberson is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Schwab Wealth Advisory Inc and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies including asset allocation, fundamental and technical analysis, and quantitative techniques.

Robert Holman is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his role at CreativeOne Wealth since 2026, he is involved with Advanced Vertical Planning LLC, which provides professional services evaluations. Holman has held long-term roles at Dason Wealth Management and DASON LLC since 2006, where he has been involved in insurance sales and services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Lauri Grovich is a financial advisor at Concorde Asset Management, LLC in Scottsdale, AZ, with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and VOYA Financial Advisors. Outside of advisory work, she serves as a state and precinct committeeman for the Maricopa County Republican Committee, participating in committee leadership, bylaws, and voter outreach activities. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm builds individualized portfolios based on client objectives, timelines, and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.

Nicholas Piccarreta is a financial advisor at Index Fund Advisors, Inc. with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Index Fund Advisors in 2026, he worked for 14 years at The Vanguard Group, Inc. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm employs a globally diversified, passively managed investment approach using index mutual funds and ETFs, combined with in-house tax services and a values-based Investing for Catholics program.

Mary Harris is a financial advisor with The AmeriFlex Group based in Phoenix, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Harris Mathias Wealth Management and Cambridge Investment Research, Inc. She is also commissioned as a notary public. 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 customized strategies delivered via model asset allocations, discretionary or non-discretionary manager relationships, and multiple custodians.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.