Jeremy Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2011 and also maintains a long-term association with The Robert Harding Financial Group. Outside of his advisory role, he is a pilot and flight instructor and is involved as a senior developer and partner at Mobllis Studio LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm utilizes a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority and customizable portfolios.

Bradley Burr is a CFP® with 38 years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC. His prior roles include positions at Ashton Thomas Private Wealth, M.S. Howells & CO, Sagepoint Financial, and Lovitt & Touche. Outside of advising, he is a licensed insurance agent and works as an independent contractor driving for ride-share services. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis and focuses exclusively on individuals and HNW investors.

Dillon Chamberlain is a CFP® with two years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. He previously worked at The Vanguard Group, Inc. for two years prior to joining Stoker Ostler. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified strategies that emphasize long-term holdings balanced with tactical shorter-term trades and tax-aware techniques.

Michael Simon is a financial advisor at UMB Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Ameriprise, and Comerica Bank. Outside of his advisory role, he is the owner of Princess Jewels, a retail business in Phoenix, AZ. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and combining model-based and manager-driven approaches.

Anthony Perez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. His prior experience includes roles at PNC Bank and BBVA Wealth Solutions, among others. Outside of finance, he owns an auto detailing business, ATOZ Auto Detail, where he manages marketing, contracts, and bookkeeping. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses in-house model allocations and a broad investment menu that includes alternative investments and offers customized strategies based on clients’ objectives and risk tolerances.

Daniel White is a CFP® professional with 19 years of experience in the financial services industry. He is currently an advisor at Facet, having joined in 2026, following roles at Charles Schwab and USAA Financial Planning Services. His background includes extensive experience in private client investment advisory and financial planning. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach focused on ETFs and offers a flat subscription fee structure instead of traditional asset-based fees.

Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Alayne Dungarvan is a financial advisor with Northern Trust Securities, Inc. She holds Series 66 and Series 63 licenses and has 11 years of industry experience. Prior to joining Northern Trust Securities in 2026, she worked at The Vanguard Group for 11 years. Northern Trust Securities, Inc. offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services and utilizes proprietary and third-party investment products within its portfolios.

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.

Robert Horstman is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He has worked at Capital Analysts since 2018 and previously held positions at TIAA-CREF and Cetera Wealth Services, LLC. He incorporates fixed insurance and annuities products into client financial plans when appropriate. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management utilizing proprietary screening tools and third-party managers.

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.

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® 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.