Victoria Arguello Solorzano is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Arkadios Capital and RBG Capital LLC, among other firms. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs and third-party manager options. The firm employs multiple analytical approaches and operates an integrated model combining advisor teams, an affiliated broker-dealer, and an internal portfolio team.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Gonzalo De Leon Plata is a financial advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. His career includes roles at Trilogy Capital, LPL Financial, and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, employing a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors. The firm integrates personal and business real estate considerations into its advanced planning and private markets strategies and offers a range of portfolio management and consulting services.

Shannon Mc Laughlin is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill Lynch, The Leaders Group, and Boulevard Family Wealth Services. Ashton Thomas Private Wealth serves individual and institutional clients such as 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, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

Donald Scott is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with a range of managed account solutions.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Tracie Reithmann is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Turning Pointe Wealth Management, and Cue Financial Group, among others. She serves as a board member for the Monterosa Planned Community Association and volunteers as a videographer for World5000, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

Tucker Sahnow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and LPL Financial LLC. Sahnow provides investment advisory services with Gateway Wealth Partners since 2025. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, utilizing a diversified approach with mutual funds, ETFs, individual securities, and independent managers.

Jason Noble is a CFP® with 19 years of industry experience, currently serving as an advisor at Dynamic. His prior roles include positions at Prime Capital Investment Advisors, Financial Engines Advisors, and M&T Securities. Outside of advising, he is involved with PCRM, LLC, which provides fixed-insurance products. Dynamic serves a diverse client base including individuals, trusts, and businesses, offering portfolio management, financial planning, retirement services, and sub-advisory support. The firm emphasizes a long-term, client-specific approach and provides integrated technology and operational support to other advisers.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Hailey Leister is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Brighton Jones LLC since 2021, with prior experience at Charles Schwab & Co and roles in academic and athletics support at the University of Arizona. Brighton Jones LLC provides comprehensive wealth management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm uses a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

John Stull is a CFA® charterholder with 23 years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously spent 13 years at Autus Asset Management, LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis across various asset classes and incorporates technology platforms for tax-efficient portfolio management.

Stewart Preziose is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

Nathan Hines is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Geneva Trading and Integrity Marketing Group. Outside of Impact Partnership Wealth, he serves as Chief Investment Officer at High Point Retirement, focusing on fixed indexed annuities and life insurance as part of retirement planning. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, using a third-party platform for trading and compliance functions.

Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, and practice support for other advisers.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.