Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

David Newby is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Summit Wealth Group and has previously worked at Commonwealth Financial Network, Jackson National Life Distributors, TD Ameritrade, and Equitable Advisors. Newby also conducts fixed insurance sales as part of his business activities. Summit Wealth Group is a multi-team registered investment adviser with 39 advisors managing approximately $2.3 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering integrated wealth management services including investment management, financial planning, retirement-plan advisory, family office support, and separate tax services.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. 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 that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Michael Eberhardt Jr. is an advisor at Encompass More Asset Management LLC with credentials including Series 65 and Series 63 licenses. He has experience working at JPMorgan and State Farm prior to joining Encompass More in 2026. He is also associated with Lifetime Solutions LLC, doing business as Retirement-Right. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses a combination of proprietary and third-party model-based strategies, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including NEXT Financial Group and operates Reid Simpson, PLLC, where he is involved in residential real estate sales in Arizona. Simpson is also a founding member of GolfCourseHomes.com, LLC, which provides marketing services for real estate agents. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts, using discretionary portfolio management and model-based strategies. The firm serves a broad client base and incorporates a wide range of investment instruments, including equities, ETFs, fixed income, and alternative products, along with operational practices such as AI tools and household account aggregation.

Alano Massi is a CFP® professional with 12 years of experience in financial advising, currently with Dynamic since 2017. Prior to this, he worked at Steel Peak Wealth Management from 2014 to 2017. In addition to his advisory role, he manages Palm Capital Management LLC and operates as a licensed independent life insurance agent involved in insurance product sales and education planning. Dynamic serves a wide range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides discretionary and non-discretionary management, financial planning, and extensive support services for unaffiliated registered investment advisers.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

Alexandra Kroot is a CFP® with five years of industry experience, currently serving at Wedmont Private Capital since 2022. She previously worked at The Vanguard Group from 2017 to 2022. Outside of her advisory role, Kroot is a partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital provides financial planning and discretionary investment management primarily for individuals, charitable organizations, corporations, and employee benefit plans. The firm emphasizes passive, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing, with tailored strategies available for qualified clients through selected external managers.

Noel Gerson is a financial advisor with Kovack Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 14 years of industry experience. He has worked at Kovack Advisors since 2017 and previously held positions at Wells Fargo Advisors and Edward Jones. Outside of his primary role, he manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions involving life insurance and long-term annuities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, employing both internally developed models and third-party managers to manage accounts through a structured investment process.