Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Chad Blanton is a financial advisor with Simplicity Wealth based in Phoenix, AZ, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Guardian Wealth Management and the Financial Independence Group. Outside of advising, he is a co-founder of Trademark Apparel, an apparel company focused on financial management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are regularly monitored and rebalanced.

Caleb Jelcick is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. Prior to joining McAdam in 2021, he held positions at Starbucks, Columbia Hospitality, JoyRun, UPS, and Washington State University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a tiered subscription financial-planning service along with alternative and specialized investment strategies.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has operated since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP) that provides sub-advisory and model portfolio services to other registered investment advisers. The firm combines strategic asset allocation with access to third-party managers and diversified investment strategies across various asset classes.

Michael Wong is a CFA® and PFS™ credentialed advisor with seven years of industry experience. He is currently with Ashton Thomas Private Wealth and Ashton Thomas Securities, having previously worked at M. S. Howells & Co and Wells Fargo Wealth Management. Outside of his advisory role, he serves as co-trustee of a deceased friend’s education trust for the benefit of the friend’s children. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Moneyverse Financial, LLC, Trutina Financial, OneAmerica Securities, and American United Life. Mr. Doble is also the President of Moneyverse Financial, LLC, where he provides educational content related to finance. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment platforms and manages private pooled investments, including a private markets platform and impact investment offerings.

Nathaniel Barton is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Brownstone Financial, Guardian Wealth Management, and Brookstone Capital Management. Outside of his advisory role, he is a Senior Planning Advisor at Simplicity Group, focusing on case illustration and product support. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services supported by technology and operational platforms for other advisers.

Shane Tschida is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years at the firm and a total of two years in the industry. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he works as an insurance agent and is involved in real estate as a licensed agent on a client basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans through managed account programs and third-party money manager relationships. The firm combines investment advisory, broker-dealer, and insurance services within the Mutual of Omaha group and offers a platform-based approach with discretionary or non-discretionary investment options.

John Chichester Jr. is a CFP® and PFS™ with 24 years of experience in financial advising, currently with Maridea Wealth Management. His prior experience includes roles at LPL Financial, Cetera, Trustbank Wealth Management, and First Allied Securities. He also works as an adjunct professor at Northern Arizona University and operates a tax preparation and accounting practice. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified, low-cost mutual funds and ETFs managed using fundamental analysis and modern portfolio theory. The firm offers discretionary portfolio management along with business-oriented CFO, treasury, and retirement-plan fiduciary services.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, and Sun Valley Financial. He previously owned Sun Valley Financial, LLC, which managed operating expenses and insurance-related activities. Capital Analysts serves a diverse client base ranging from individual investors to corporate and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management through various platforms, guided by an in-house Investment Management & Research team that utilizes proprietary mutual-fund screening and model portfolios.

Scott Slade is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LaSalle St. in 2024, he spent nine years at SCF Investment Advisors and has operated Slade Financial Advisory PLLC since 2011, where he also conducts insurance research to support comprehensive financial planning. LaSalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, utilizing both non-discretionary and discretionary asset management programs.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Andrew Carrier is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Services Network and has previously worked at Parallel Advisors, Spire Investment Partners, and NorthCoast Asset Management. Carrier operates 8 Mile Investments PLLC as an independent contractor, which is his sole professional business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. 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 using index-based ETFs with periodic rebalancing, and offers access to multiple third-party platforms and wrap programs.

Rafael Murguia Ramirez is a Series 65-licensed advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding six years of industry experience. He has been with Trilogy Capital since 2019 and previously worked in roles at Apple/Volt and PMI Services North America. Ramirez is also a licensed non-variable insurance agent involved in the sale of fixed insurance products. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house model series and third-party sub-advisors, and integrates personal and business real estate considerations into advanced financial planning.

Christopher Jennings is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. His prior experience includes roles at Vanguard Group Inc, PFG Advisors, United Planners, and Securities America, Inc. He is also involved in insurance advisory activities as a non-variable insurance agent. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm offers customized portfolios overseen by an investment committee that employs a Rules Based Investing system and integrates a range of asset classes and strategies tailored to client objectives.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

Sara Johnson is a financial advisor at Accelerate Retirement with three years of industry experience. She holds a Series 65 designation and has worked in the retirement services and financial planning sector since 2017, including roles at Sunwest Pensions and BCJ Financial Group. In addition to her advisory work, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and plan-level fiduciary services, utilizing customized portfolios and a primarily long-term investment approach.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.