Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

William Gerlach is a Series 65 licensed advisor at Trajan Wealth, L.L.C. with one year of industry experience. Prior to joining Trajan Wealth in 2026, he held positions at Foundations Investment Advisors, Northern Trust, and Northwestern Mutual. His background includes diverse roles outside finance, including work at Grand Canyon University and the Alaska Rock Gym. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and tax situations while integrating private-market investments and coordinated planning with affiliated tax and estate professionals.

Timothy Stoleson is an advisor at Independent Wealth Network, Inc. based in Phoenix, AZ. He holds the Series 65 and Series 63 designations and has been active in the industry since 2023. His prior experience includes roles at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs multiple investment approaches, including discretionary portfolio management and third-party models, overseeing approximately $518 million in client assets.

Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, offering both direct management and access to third-party programs.

Tobin Short is a financial advisor at Transce3nd LLC with two years of industry experience and holds a Series 66 designation. He has previously worked at Equitable Advisors and Heroes Financial Group LLC, and served in the United States Navy. Outside of advisory work, he is involved in life insurance and health insurance sales and services. Transce3nd LLC (marketed as e3 Wealth) serves a diverse clientele including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and commonly implements portfolios through third-party models and money managers.

Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, holding Series 65 and Series 66 licenses with 18 years of industry experience. He worked for J.P. Morgan Securities Inc and J.P. Morgan Chase Bank from 2008 to 2022 before joining Crewe Advisors in 2022. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and quantitative analysis, managing accounts primarily on a discretionary basis.

Danny Murego is a financial advisor at SEIA with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. for five years. Outside of finance, he has served as a direct support provider assisting individuals with special needs and operates a small e-commerce business reselling clothing and shoes. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and consulting services, combining strategic asset allocation with tactical and security selection processes.

Mark Herding is a CFP® with 33 years of experience in the financial services industry. He has worked at Harbour Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research. Herding also operates as an independent insurance agent under Camelback Wealth Consultants and serves as a Merit Badge Counselor for the Boy Scouts of America in Phoenix, AZ. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Mark Rogers is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various roles within the USAA organization since 2016, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, using phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Cohan is a financial advisor at CoreCap Advisors with the ChFC® designation and Series 63 and 65 licenses. He has two years of industry experience and has concurrently worked in estate planning at RJP Estate Planning since 2013, where he introduces new clients to CoreCap through estate planning and insurance services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Robert Peters III is a financial advisor at AWM Capital, LLC with two years of industry experience and holds a Series 65 designation. His prior professional background includes roles at George Brown Sports Club and Retirement Nationwide, as well as experience as a student-athlete. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management along with comprehensive financial planning services such as tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that incorporate mutual funds, ETFs, individual securities, separately managed accounts, and private placements as appropriate.

Christian Nelson is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Money Concepts Capital Corp from 2017 to 2024. Outside of his advisory role, he is involved in a startup focused on air filtration technology, serving as secretary and providing general administrative support. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies based on client objectives and risk tolerances.

Brian Mock is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at IP Financial Advisory Services since 2020 and has longstanding roles at Innovation Partners LLC, M&A Wealth Management, BCBS, and Mock and Associates, a tax and accounting firm where he prepares tax returns for clients. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals.

Robert Berry is a financial advisor at Momentum Independent Network Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Momentum Independent Network in 2023, he worked at NTB Financial Corporation and Port Securities, Inc. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment structures and offers a range of managed account programs supported by quantitative, fundamental, and technical analysis, as well as specialized municipal fixed-income and retirement plan services.

Theresa Krueg is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has previously worked with Dynamic Wealth Advisors under its Hanai and Renatus Private Wealth Advisors brands, as well as Autus Asset Management. Theresa manages her advisory business through Krueg Enterprises LLC for tax purposes. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a range of services including portfolio management, financial planning, retirement plan services, and extensive support for other advisers through technology platforms and sub-advisory relationships.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Scott Elisha is a financial advisor at Perigon Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Lombard Street Partners, Stratifi, and Merrill. He has been with Perigon Wealth Management since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and it serves a notable client segment of banking and thrift institutions while overseeing wrap and sub-advisor programs.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

William Sosniecki is a financial advisor at Perennial Financial Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and Lockton. He is also involved with Loan Factory, Inc. outside his advisory work. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.