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.

Victor Pereboom is an investment advisor with The AmeriFlex Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. His career includes roles at Cambridge Investment Research, Sagepoint Financial, and Securities America, among others. In addition to his advisory work, he operates a certified public accounting practice. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Michael Phillips is a CFP® with 15 years of industry experience, currently serving as an Investment Advisor Representative at Verus Capital Partners, LLC since 2017. He previously worked at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory role, Phillips prepares tax returns and is involved in term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers discretionary management, financial planning, and pension consulting services.

William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advisory work, he serves as a director of BCI Management, Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds portfolios tailored to client objectives and employs model portfolios and overlay management through multiple platforms.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

Charles Morris is a financial advisor at Summit Wealth Group in Scottsdale, AZ, holding the CFP® and ChFC® designations with 43 years of industry experience. His career includes long-term roles at Commonwealth Financial Network and Summit Wealth Group, Inc. Outside of advisory work, he is a board member and partial owner of family-owned timber and sawmill companies in Mississippi. Summit Wealth Group is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers integrated wealth management services with a fiduciary approach, utilizing discretionary portfolio management strategies and providing additional support such as family office services and tax planning.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Jeffrey Wasson is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Northern Trust Securities, Inc. since 2016 and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. He is based in Scottsdale, AZ. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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 manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Kaushik Sirkar is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with HBW Advisory Services LLC. His background includes roles in mortgage lending and real estate sales, including positions at One Real Mortgage and Real Broker Technologies. Outside of advisory work, he is involved in real estate sales and marketing and operates a wealth management advisory business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and distinguishes itself through high client loads per advisor and a mix of retail, institutional, and intermediary services.

Nicholas Kaiser is a CFP® professional with 11 years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2023. His prior roles include positions at Foundations Investment Advisors and Northwestern Mutual Investment Management. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also providing advisory services and technology solutions for other advisers.

Grant Twogood is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding CFP® and Series 66 credentials with nine years of industry experience. His work history includes roles at Twogood Financial Services, Inc, Equitable Advisors, Axa Advisors, LLC, and Grand Canyon University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment advisers. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and maintaining a private markets platform alongside sub-advisory and turnkey asset management services.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.