Zenas Gurley is a financial advisor with Momentum Independent Network Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 52 years of industry experience. His prior work includes over two decades at Neidiger, Tucker, Bruner, Inc., and maintaining his own advisory practice during that time. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients, providing investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of discretionary and non-discretionary investment solutions across multiple platforms.

Scott Porter is a CFP® with 24 years of industry experience, currently serving at Compound Planning, Inc. He has worked with firms including Cambridge Investment Research and Dempsey Lord Smith, LLC. Outside of financial advising, he owns a rental equipment business and holds a partial ownership in an insurance-related entity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process. The firm offers discretionary portfolio management, financial planning, and institutional retirement-plan services, utilizing a range of strategies from low-cost ETFs to private credit and integrates technology for portfolio oversight.

Nathaniel Dodd is a CFP® professional with eight years of industry experience, currently advising at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2023, he worked at Next Financial Group, Inc. and Blakely Walters Wealth Management. He also serves as an insurance agent with Blakely Walters Insurance, LLC. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal and third-party management across a diverse range of asset classes.

James Danovich is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Money Concepts Capital Corp and Calton & Associates, Inc., and operates Danovich Financial & Tax Services, PLLC, an accounting and tax practice. Advisory Services Network serves individuals, families, corporations, and retirement plans through a large network of independent adviser representatives, offering various portfolio management and financial planning services with a focus on tailored investment strategies and flexible engagement options.

Tracy Cuda is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, and Cue Financial Group, where she has also served as senior vice president. She is involved in trust services as trustee of the CUDA Family Trust for Mom. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers with a focus on macro allocation using index-based ETFs, supported by integrated technology platforms and multiple marketplace partnerships.

Ryan Jennings is a financial advisor with Sowell Management in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked with North Star Wealth Management since 2013 and was previously employed at CONCERT Wealth Management, Sowell Financial Services, and TCG Advisors, LP. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Brian Bowen is a financial advisor at Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades before roles at TD Ameritrade and a brief period of unemployment prior to joining Dynamic. Dynamic serves a diverse range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, while also supporting unaffiliated 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, sub-advisory support, and technology solutions for other advisers.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital 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 across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience and holds a Series 66 designation. Her career includes roles at Cavanal Hill Investment Management, BOK Financial Securities, and PNC Managed Account Solutions, among others. She is based in Phoenix, AZ. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and offers a range of investment management and advisory services, with a notable focus on supporting other advisers through technology, operational support, and sub-advisory arrangements.

Patrick Kujawa is a financial advisor at Halbert Hargrove Global Advisors with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Halbert Hargrove since 2012, following prior roles at Denk Strategic Wealth Partners and O'Shaughnessy Asset Management. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, utilizing both qualitative and quantitative research to build diversified portfolios across various asset classes.

Chrysta Andrade is a financial advisor at Root Financial Partners with three years of industry experience and holds a Series 65 credential. She previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Andrade serves as a board member for Domestic Violence Control Alt Delete, a nonprofit organization involved in fundraising and community support activities. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk tolerance, and offers educational programs and specialized portfolio management options.

Patrick Eng is a financial advisor at Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Perspective Financial Services, LLC for 17 years and at Thrivent Advisor Network LLC dba Perspective Financial Services for one year. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management using a variety of investment vehicles.

Winston Waring is a financial advisor at The AmeriFlex Group with six years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Cambridge Investment Research, Principal Life Insurance Company, and LPL Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using various asset allocation models and discretionary or non-discretionary manager relationships.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 19 years of industry experience, including over 20 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm supports discretionary and non-discretionary portfolio management and conducts due diligence on third-party managers.

Michael Mazzella Jr. is a financial advisor at Dynamic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Mazzella also has an insurance agency business, Benefixx LLC, which he has owned since 2000. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and provides a range of services such as portfolio management, financial planning, retirement plan services, and support for other advisers through technology, research, and sub-advisory arrangements.

Victor Pereboom is an investment advisor with The AmeriFlex Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. His career includes roles at Cambridge Investment Research, Sagepoint Financial, and Securities America, among others. In addition to his advisory work, he operates a certified public accounting practice. 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.

Michael Phillips is a CFP® with 15 years of industry experience, currently serving as an Investment Advisor Representative at Verus Capital Partners, LLC since 2017. He previously worked at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory role, Phillips prepares tax returns and is involved in term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers discretionary management, financial planning, and pension consulting services.

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.

Kaitlin Desnoyer is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Cross State Financial Group, Crown Capital Securities, Bank of America, and Merrill. She also owns Omnivelis Financial, a Scottsdale-based financial advisory firm. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating evidence-based models, artificial intelligence tools, and a wide range of model and alternative investment strategies.

Charles Morris is a financial advisor at Summit Wealth Group in Scottsdale, AZ, holding the CFP® and ChFC® designations with 43 years of industry experience. His career includes long-term roles at Commonwealth Financial Network and Summit Wealth Group, Inc. Outside of advisory work, he is a board member and partial owner of family-owned timber and sawmill companies in Mississippi. Summit Wealth Group is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers integrated wealth management services with a fiduciary approach, utilizing discretionary portfolio management strategies and providing additional support such as family office services and tax planning.