John Dombroski Jr. is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds the Series 65 designation and has been with CreativeOne Securities since 2012. Dombroski is also involved in various business activities, including managing a gift and antique store and consulting for a radio show focused on financial topics. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning and asset management through a proprietary platform and access to third-party managers, offering discretionary and non-discretionary portfolio services tailored to client objectives.

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 been with Wedbush Morgan Securities since 2009. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Jason Gove is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, Cole Capital Corporation, USAA Financial Planning Services, and Merrill. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm employs a structured portfolio approach using ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists and a range of specialized services such as pension consulting and executive compensation analysis.

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.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Mark Nickles Jr. is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at United Planners, OSAIC, and Bank of America, among others. 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 involves a network of advisors utilizing firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Athanassios Panagiotakopoulos is a financial advisor at Dynamic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Pathlight Investors, LLC and Wells Fargo Clearing. 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 offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on tailored, long-term portfolio construction and extensive support for other advisers.

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.

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.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach to manage client investments.

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.

Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

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.