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.

Chloe Berentsen is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and four years of industry experience. She has been with United Capital since 2018, with prior work experience outside the financial industry. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized asset allocation strategies and offers a range of affiliated services, including legal, trust, lending, and technology platforms for independent advisors.

Jason Gambaiani is a financial advisor at Ashton Thomas Private Wealth with 10 years of industry experience. He holds a Series 66 credential and previously worked at Voya Financial Advisors for a decade. In addition to his advisory role, he serves as Director of Trading and Investments for Amplify Technology, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, typically utilizing a diversified investment approach across mutual funds, ETFs, independent managers, and alternative strategies.

Stephanie Linkenheld is a financial advisor at Avior Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird and Raymond James Financial Services Advisors. Outside of finance, she has professional experience with CorePower Yoga and State 48 Lager House. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banking institutions. The firm employs a fundamental investment approach with a mix of direct portfolio management and separately managed account models, offering both discretionary and non-discretionary services.

Brian Jack is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group. Outside of his advisory work, he serves as Managing Director at Pinnacle Peak Client Group and acts as a fixed insurance agent. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model centered on its Amplify Platform, offering discretionary and non-discretionary portfolio management across a broad range of asset classes and strategies.

Adam Degiorgio is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to clients’ risk tolerances and unique circumstances.

Brandon Soares is a financial advisor with Trek Financial in Scottsdale, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Bulwark Capital, Agent Legend, Zillow Group, and Kent Youth and Family Services. He holds a life and health insurance license. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating evidence-based models and artificial intelligence tools, and provides a range of alternative investment options and hedging strategies.

Thomas Bugbee is a CFP® professional with 20 years of experience in financial advising. He has worked at Sequent Planning, LLC since 2020 and previously held roles at Securities America Advisors, Investment Advisors, and ProEquities, Inc. In addition to his advisory work, he is involved with Futurity First Insurance Group as a financial planner, though he receives no compensation from them. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Steven Leland is a CFP® and ChFC® with 23 years of experience in financial advising. He currently works at Ashton Thomas Private Wealth and has previously held roles at US Bank, Brightside, Northwestern Mutual, LearnVest, and TIAA-CREF. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

David Tillman is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining A.G.P. in 2020, he worked at Oceanic Partners and Emerson Equity LLC among other roles. He is also the Managing Director at Headwall Private Markets, focusing on broker and SPV services for Pre-IPO companies. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, employing an open-architecture investment approach that integrates internal strategies with sub-advisory partnerships and private placements.

Nicholas Gearhart is a CFP® professional with eight years of industry experience, currently affiliated with Brighton Jones LLC. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. Outside of financial advising, he has a background connected to St. Cloud State University and experience in the retail sector with Great Lakes Clothing Company and Dave's Sport Shop. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support. The firm emphasizes a whole-balance-sheet approach for high-net-worth clients and offers access to a range of public and private investment opportunities through its affiliated ecosystem.

Jordan Twogood is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Eversource Wealth Advisors, LLC and has previously worked at Merwin Capital Management, LLC as well as various insurance companies. Jordan is also connected to Twogood Financial Services, Inc., which has a referral relationship with Eversource Wealth Advisors. Eversource Wealth Advisors serves a range of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of representatives. The firm also manages private pooled investments and provides back-office support and sub-advisory services to independent RIAs.

Richard Boehm is a CFP® with 33 years of industry experience, currently advising at Winthrop Wealth. He has held roles at firms including LPL Financial and founded Unified Wealth Management, where he serves as managing partner. Additionally, he prepares income taxes for individuals and businesses through Unified Tax Services. Winthrop Wealth provides wealth management, financial planning, and investment management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, process-driven investment approach and serves both retail and institutional clients, managing approximately $3.1 billion in assets.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2014 and has been involved with Beinsured.Com and Juice Plus Distribution for over a decade. Outside of finance, he owns Masunas Sports Complex, which trains athletes in speed, agility, swing analysis, and nutrition, and he is co-founder of The Eco Drone, a drone-based spray cleaning business. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion in client assets. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and brokerage through an open-architecture investment model that incorporates internal strategies alongside co- and sub-advisory relationships.

Christopher Quincy is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds a Series 66 credential and previously worked at United Planners Financial Services for 10 years. Outside of his advisory role, he serves as an executor in a fiduciary capacity and owns CAQ Enterprises LLC. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that incorporates discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies including ETFs, mutual funds, and specialist products.