Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, Tillman worked at Oceanic Partners and Emerson Equity LLC. He is also Managing Director of Headwall Private Markets, a business involved in broker and SPV services for Pre-IPO companies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and brokerage services, with a focus on an open-architecture investment approach and notable international investing through third-party managers and affiliated private funds.

Nicholas Gearhart is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. His background also includes experience outside of finance, having been involved with Great Lakes Clothing Company and collegiate hockey at St. Cloud State University. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. Prior to joining Maridea in 2026, she worked at LPL Financial, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group, accumulating over a decade of industry experience. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and fiduciary services. The firm manages portfolios primarily through diversified, low-cost mutual funds and ETFs using fundamental analysis and modern portfolio theory, with portfolios managed on a discretionary basis and tailored planning.

Richard Boehm is a CFP® professional with 33 years of industry experience. He is currently with Winthrop Wealth and has held roles at Unified Wealth Management, Unified Tax Services, and LPL Financial. Boehm is also the founder and managing partner of Unified Wealth Management and spends part of his time preparing income taxes for individuals and businesses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations, offering integrated private wealth management with a long-term investment approach implemented through an Investment Committee. The firm utilizes a combination of internally managed strategies and third-party managers and provides tailored services for retirement plans and institutional accounts.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Catherine Lopez is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 24 years of industry experience. She has worked in various roles within the USAA organization since 2016 and has prior experience at Comerica Securities, Inc. From 2015 to 2018, she co-owned Treasure Trolls LLC, a resale business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm emphasizes retirement savings and income planning and operates mainly as a referral intermediary rather than managing client assets directly.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Vincent La Fata is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Navy Federal Investment Services, JPMorgan, Edward Jones, and several other companies. Outside of his advisory work, he has been involved as a driver for Lyft and Uber, and he has donor experience with Biolife. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Paul Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Since 2011, he has owned Paul Rutkowski, LLC, a business managing bookkeeping and expenses related to his advisory and insurance practice. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and acts both as an adviser to outside RIAs and as a manager of private pooled investments, including private markets and impact investments.

Justin Carlson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Magellan Financial since 2022 and has been affiliated with Foundations Investment Advisors, Fusion Investment Advisors, and Arizona Lighting Innovations, LLC. Outside of his advisory work, Carlson is involved as a minority owner and manager in Arizona Lighting Innovations, a business-to-business company specializing in energy-efficient lighting retrofits, and holds investor interests in several restaurant and bar ventures in Arizona. Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement tailored investment strategies.

Brennan Holmes is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Flex PWR and the University of Washington. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Robert Himmelman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at Fortitude Family Office, LPL Financial, Stratos Wealth Partners, and UBS Financial Services among others. Mission Wealth Management is a multi-team SEC-registered advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as for institutional clients. The firm emphasizes customized, long-term investment strategies using a broad range of assets and offers discretionary account management with tax-aware trading and rebalancing.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.