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 five years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2020 and has been associated with Capital Choice Financial Services since 2018. Outside of his advisory role, Walsh serves as president of AZ Cash Coach, a budget coaching and counseling business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, fixed income, and selective use of options or short sales.

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.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment programs and strategies tailored to client goals and risk tolerance.

Chase Gelardi is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. His prior experience includes roles at Goldman Sachs and The Vanguard Group, INC. There are no additional outside activities noted. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and regular portfolio reviews.

Jose Garza is a CFP® with 19 years of experience in the financial services industry. He is currently with Simplicity Wealth and Juniper Wealth Management, having previously worked at firms including Charles Schwab, JP Morgan, and Strategy Financial Group. His work history spans various roles across wealth management and securities firms. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, maintaining discretionary authority over many portfolios and offering a range of advisory and technology services to advisers.

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Nicholas De La Vara is a CFA® charterholder with six years of industry experience, currently serving as a wealth advisor at Ashton Thomas Private Wealth. His career includes roles at The Vanguard Group and M. S. Howells & Co, among others. In addition to his advisory work, he is active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, Arizona. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager platform approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies such as options and selective cryptocurrency exposure.

David Hughes is a CFP®, CFA®, and Series 65 registered advisor with nine years of industry experience. He currently works at Dynamic and previously held roles at Goldman Sachs Personal Financial Management and Ronald Blue & Co. 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 employs a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through integrated technology and operational resources.

Shannon Larson is a financial advisor at Dynamic with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, Inc., and Berthel Fisher & Company Financial Services, Inc. Outside of her advisory role, she is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans, offering portfolio management, financial planning, and sub-advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support and technology solutions for other advisers.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.

Kurt Cretors is a financial advisor at Advisory Solutions Group with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. In addition to his advisory role, he owns and manages Optimized Business Transitions, LLC, a firm that assists business owners with planning and executing business transitions. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms through financial planning, consulting, portfolio management, and turnkey business services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and provides both discretionary and non-discretionary portfolio management.

Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Christopher Kuzelka is a CFP® professional with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2024. He previously worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services through a centralized, structured investment platform with access to private investment solutions and specialized in-house planning resources.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.

Karen Mcdade is a CFP® professional with 33 years of industry experience, currently serving at Ashton Thomas Private Wealth. Her prior roles include positions at Thrive Planning LLC and M. S. Howells & Co. She is also affiliated with Ashton Thomas Insurance Agency. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, utilizing a range of strategies and third-party managers through its Amplify Platform.

Darren Kennon is a financial advisor at PFG Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Planners, Securities America Inc, and LPL Financial. He has managed his own advisory business since 1995 and has concurrent roles at Forest Home LLC and Truwest Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs, supported by multiple marketplace platforms and strategic industry relationships.

Alena Boucek is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at VotingSmarter and VIP Mortgage. She also has experience outside finance, having worked at Gigi's Cupcakes. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Erick Jimenez is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Asset Preservation Wealth & Tax, Kingdom Financial Group, AXA Advisors, and Edelman Financial Engines Advisors. He is also involved with Asset Preservation Tax & Retirement Services, providing insurance, tax, retirement, and financial planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a variety of analytical methods and model portfolios to tailor investment advice through a broad network of affiliated offices and representatives.