Robyn Kreuer is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Verus Capital Partners and Securities America, Inc. since 2013. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios that consider client objectives, risk tolerance, and tax factors.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Brett Fallon is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting using various wrap and non-wrap solutions and conducts ongoing monitoring with regular client reviews.

Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. 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 a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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 implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Michael Renner is a financial advisor at Capital Analysts with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Lincoln Investment since 2010. Renner also operates insurance-related businesses focused on fixed annuities and Medicare supplements. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

Daniel Murphy is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Asset Preservation Tax & Retirement Services and Murphy Financial Solutions. Outside of his advisory role, Murphy is involved as a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments through a large network of affiliated offices.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Sean Rawlings is a financial advisor with Lifeworks Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience. His background includes roles at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines planning-based and risk-based investment approaches using diversified funds, independent managers, and AI-supported research, while maintaining close operational integration with tax and accounting capabilities uncommon among multi-team advisory firms.

Matt Milosevich II is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He has held roles at firms including Independent Wealth Management, Fidelity and Guaranty Life, and Financial Independence Group. In addition to his advisory work, he owns and operates HPY Financial Solutions, where he provides financial consulting and life insurance services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies and integrates tax-aware optimization and custom indexing tools in its investment process.

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Kevin Williamson is a financial advisor at Parallel Advisors, LLC with 30 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Charles Schwab & Co., Inc for 16 years before joining Parallel Advisors in 2023. 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 a diverse investment approach including fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to manage tax efficiency and held-away accounts.

Kurt Petricek is a financial advisor at Zacks Investment Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guggenheim Funds Distributors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through its extensive wholesaling and model business.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs both model-based and manager-driven investment strategies and is affiliated with UMB Bank, offering a range of fixed income and equity investment solutions.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. His previous roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. 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 offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Corey Goldstein is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining SEIA, he worked at Bank of America and Merrill from 2017 to 2024, and has earlier experience at Dinan & Company and other firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary management styles.