Jason Noble is a CFP® with 19 years of industry experience, currently serving as an advisor at Dynamic. His prior roles include positions at Prime Capital Investment Advisors, Financial Engines Advisors, and M&T Securities. Outside of advising, he is involved with PCRM, LLC, which provides fixed-insurance products. Dynamic serves a diverse client base including individuals, trusts, and businesses, offering portfolio management, financial planning, retirement services, and sub-advisory support. The firm emphasizes a long-term, client-specific approach and provides integrated technology and operational support to other advisers.

Christine Ross is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and UnionBanc Investment Services. Outside of her advisory role, she operates a motivational speaking and blogging business focused on supporting women in career development, family, education, and financial topics. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans by providing wealth management, financial and estate planning, business succession consulting, and plan-level services. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory work with multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Hailey Leister is a CFP® and holds a Series 65 license, with four years of industry experience. She has worked at Brighton Jones LLC since 2021, with prior experience at Charles Schwab & Co and roles in academic and athletics support at the University of Arizona. Brighton Jones LLC provides comprehensive wealth management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm uses a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

John Stull is a CFA® charterholder with 23 years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously spent 13 years at Autus Asset Management, LLC. 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 fundamental, technical, and cyclical analysis across various asset classes and incorporates technology platforms for tax-efficient portfolio management.

Stewart Preziose is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 65 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at SVB Wealth LLC, Kayne Anderson Rudnick, Avensby LLC, and Chequers Financial Management. He serves as treasurer of the Rockwell Owners Association, a homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, retirement plans, and institutional accounts. The firm utilizes a platform model incorporating discretionary and non-discretionary portfolio management, access to third-party managers through its Amplify Platform, and a range of investment strategies across mutual funds, ETFs, sub-advisers, and specialist products.

Nathan Hines is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Geneva Trading and Integrity Marketing Group. Outside of Impact Partnership Wealth, he serves as Chief Investment Officer at High Point Retirement, focusing on fixed indexed annuities and life insurance as part of retirement planning. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, using a third-party platform for trading and compliance functions.

Matthew Hansen is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has worked previously at Yellowstone Partners, LLC. Outside of advisory activities, Mr. Hansen is an Independent Insurance Agent and sells insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other 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, and practice support for other advisers.

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Brentford Price is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has worked at several firms including OSAIC, Triad Advisors, and KMS Financial Services, and is involved with Wilson & Albers Company, LLC as a producer. Outside of his advisory work, he owns and manages a small portfolio of rental properties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus and offers ERISA-focused services for retirement plans.

Jory Head is a Series 66-licensed financial advisor with nine years of industry experience. He currently works with The AmeriFlex Group and Cambridge Investment Research, Inc., and has prior experience at Sage Point Financial, Capital Financial Services, Inc., Northwestern Mutual, and OSAIC. Outside of advisory work, he is an independent insurance agent for various companies. The AmeriFlex Group is a multi-team SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of over 170 advisory representatives. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, offering both wrap and non-wrap solutions and customizing advice based on client profiles.

Bradley Allan is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Allan Agency and Family First Life among other firms. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of analytical methods and both internally managed and third-party model portfolios.

Jason Tolzman is a financial advisor with Geneos Wealth Management, Inc. based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Geneos, he worked at Schooner Financial Associates. Outside of his advisory role, Tolzman is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Donald Mcabier is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, along with his current tenure at The AmeriFlex Group. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Marty Block is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He has worked at Verus Capital Partners since 2013 and LPL Financial since 2020, with prior experience at Securities America Inc. Block provides investment advisory services through Verus Capital Partners and its affiliated entities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. 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, combining discretionary and non-discretionary management aligned with clients’ objectives.

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 license and 10 years of industry experience. She previously worked at Edward Jones and Union Capital Company. Outside of advisory work, she is involved in business valuations and wills and estate planning, and serves as a board member for the Non-Commissioned Officers Academy Graduate Association, where she develops its Graduate magazine. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments with a goals-based, evidence-driven investment approach.

Rick Jones Sr. is a financial advisor at Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Trek Financial since 2016 and previously worked at World Equity Group. Jones is also a licensed life and health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio construction with rules-based, evidence-based, fundamental, and technical analysis, utilizing artificial-intelligence tools under governance and human review. It provides a wide range of model strategies and alternative investment options, including direct indexing with tax-loss harvesting, options-based overlays, concentrated-stock hedging, and access to alternative-investment platforms.

Austin Witherill is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Scottsdale Unified School District, Autus Asset Management, Waste Management, and Arizona State University. 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 diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Natasha Marakowski is a financial advisor with KCD Financial, Inc. based in Sun City, AZ. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior work includes two years of service in the US Air Force before joining Pappas Wealth Management. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.