Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

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.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach.

Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

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.

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.

Corey Oberholtzer is a CFP® credentialed financial advisor with 24 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products, using an open-architecture model focused on international equity strategies combined with co- and sub-advisory relationships.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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 CFP® and CFA® with eight years of experience in the financial industry. He currently works at Moors & Cabot, Inc. and previously held roles at Schwab Wealth Advisory Inc, Charles Schwab & Co Inc, and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services, utilizing a variety of investment analysis methods and strategies supported by third-party and affiliated sub-advisors.

Bilal Lulu is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining Ashton Thomas, he held roles at KPMG, Deloitte, and RSM US LLP among other firms. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using its Amplify Platform and allocates client assets across a variety of strategies including mutual funds, ETFs, independent managers, and sub-advisers.

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.

Stacey Price is a Series 66-licensed financial advisor with Kingswood Wealth Advisors, LLC in Scottsdale, AZ, and has two years of industry experience. Prior to joining Kingswood in 2025, Price worked at Edward Jones for two years and has self-employment experience dating back to 2015. Outside of advisory work, Price is a notary who assists estate attorneys by delivering trusts and discussing associated assets. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates insurance-linked accounts through affiliated financial entities.

Lauri Grovich is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Concorde in 2024, Grovich worked at LPL Financial and VOYA Financial Advisors. Outside of advising, Grovich is active in local politics as a state and precinct committeeman for the Maricopa County Republican Committee, engaging in committee leadership and community outreach. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory and participant services.

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.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at TIAA-CREF and Fidelity. Wiseman has been with Soltis since 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach that integrates quantitative screening and qualitative manager due diligence across a range of asset types.