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.

Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

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.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Mark Nickles Jr. is a financial advisor with PFG Advisors, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Bank of America, Merrill, Wells Fargo, and Nexus 21, Inc. He is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and multiple analysis methods.

William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advisory work, he serves as a director of BCI Management, Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds portfolios tailored to client objectives and employs model portfolios and overlay management through multiple platforms.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. 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, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.

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.

Murray Chalmers is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Ausdal since 2009 and previously worked at Fox Valley Financial Consultants, Inc. for 26 years. Outside of his advisory role, he is involved in fixed insurance and annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies and access to multiple custodial platforms.

Erica Melissa is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Westminster Financial Advisory Corporation since 2008 and Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and option strategies.

Ricardo Leyva is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Elevated Capital Advisors, The Quantum, and Mutual of Omaha. Outside of his advisory work, he is also involved as an independent insurance agent with The Quantum. 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 employs model-based investment strategies combining proprietary models and third-party sub-advisers across various asset classes, including equities, fixed income, and digital-asset related exposures.

Scott Pilvinis is a CFP® professional with seven years of industry experience, currently affiliated with Strategic Wealth Investment Group, LLC. He has held roles at PSP Financial Services LLC and PSP & Associates, Inc., and has also been involved in insurance sales through PSP & Associates, Inc. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using various investment analysis methods, and may delegate trading to sub-advisers while overseeing client suitability.

Meg Davidson is a financial advisor at Chicago Partners Investment Group LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Chicago Partners since 2024, previously affiliated with Borthwick Associates, Inc. since 1987. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and utilizes strategies such as direct indexing and tax-loss harvesting.

Bart Albrigo is a financial advisor at Perennial Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Perennial Investment Advisors, Oak Shore Partners, LLC, and Beverly Hills Wealth Management, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and third-party managers to deliver diversified investment solutions and retirement plan consulting.

Bryce Vogel is a financial advisor with CoreCap Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Ameritas Investment Corp. and Spartan Financial Group. Outside of his advisory work, he serves as a social media and web administrator for the Maricopa County Justice Museum. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a variety of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

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.