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.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

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.

Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked in mortgage-related roles at Nexa Mortgage, Amerifirst Financial, and Finance of America Mortgage. Outside of advisory services, he works part-time assisting clients with mortgage planning and loan comparison. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm serves a diverse client base using discretionary portfolio management and a combination of strategic and tactical asset allocation with various analytical approaches.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at various firms including NEXT Financial Group and Personalized Financial. Outside of advisory work, he is involved in residential real estate sales in Arizona and is a founding member of GolfCourseHomes.com, a marketing service for real estate agents. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

Denise Mcguire is a CFP® professional with eight years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services and Well On Your Way. She is also involved with The Wealth Stewards, where she serves as a Practice Manager overseeing staff and managing client relationships. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach focused on aligning portfolios with client goals, risk tolerance, and tax considerations.

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® professional with five years of industry experience. She has worked at Wedmont Private Capital since 2022 and previously spent five years at The Vanguard Group. Outside of financial advising, she is an owner and partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a primarily passive, tax-aware approach based on modern portfolio theory and is notable for its fixed-fee structure and selective use of specialized outside-manager strategies.

Noel Gerson is a financial advisor at Kovack Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors since 2017. Outside of his work at Kovack, Gerson manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions including life insurance and deferred income 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 range of clients including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement tailored portfolio strategies.

John Dombroski Jr. is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 license and 17 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also affiliated with Grand Canyon Planning, where he has worked since 2004. Outside of his advisory work, he owns a gift and antique store and manages consulting firms related to professional services and a radio show. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to third-party managers through its proprietary platform.

Kurt Markgraf is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Wedbush Morgan 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. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Jason Gove is a financial advisor at Capital Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, and Cole Capital Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and ETF-based portfolios, with specialized in-house resources for estate and tax planning support.

William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having joined in 2023, and previously worked at Triad Advisors, Inc and R. B. Gold & Associates. He is a partner and owner of RBG Capital LLC, which provides wealth management, life insurance, business succession planning, investment banking services, and mergers & acquisitions advisory. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing a blend of fundamental, technical, and cyclical analysis across various managed account platforms and third-party managers.

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.

Jeffrey Breese is a financial advisor with Concurrent Investment Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services and ownership of Flores Wealth Management. He is also active as an agent providing fixed insurance advice. Concurrent Investment Advisors is an enterprise firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, using a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Athanassios Panagiotakopoulos is a financial advisor with Dynamic in Phoenix, AZ, holding a Series 66 designation and 15 years of industry experience. He has worked at Dynamic Wealth Advisors since 2019 and is also associated with Pathlight Investors, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and support for other advisers.

Scott Porter is a CFP® with 24 years of industry experience, currently affiliated with Compound Planning, Inc. He has held roles at Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, and Benjamin & Jerold Brokerage I, LLC. Outside of his advisory work, he owns and manages a rental equipment business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional plan advisory services. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology and third-party partnerships to enhance its offerings.

James Danovich is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp and Calton & Associates, Inc., and has operated his own accounting and tax practice, Danovich Financial and Tax Services, PLLC, since 1991. He also served the Byzantine Catholic Eparchy of Phoenix for five years. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 advisers. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across a variety of asset classes and multiple implementation options.