Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, 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, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. 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, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Mohammed Alubaidi is a financial advisor at Principal Advised Services in Phoenix, AZ, with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Principal Financial Services and Empower Financial Services. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and is part of the Principal Financial Group family, enabling access to affiliated products and services.

Erin Goergen is a CFP® professional with 19 years of industry experience, currently serving with Dynamic since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an Independent Agent with Paid Direct for insurance and annuity products. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and practice-support solutions, emphasizing both client-specific investment strategies and support for other advisers through technology and outsourcing arrangements.

Michael Melby is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has held roles at OSAIC, Securities America, Foothill Securities, and has managed insurance sales for over two decades. Melby is also CEO, CFO, and CIO of Cue Financial Group, an SEC-registered RIA. PFG Advisors offers fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s approach combines model portfolios, third-party money managers, and macro allocation strategies, with services accessible through multiple marketplace platforms and integrated estate-planning tools.

Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

David Newby is a Certified Financial Planner™ with 16 years of industry experience. He is currently associated with Summit Wealth Group in Scottsdale, AZ, having worked there and with Commonwealth Financial Network since 2024. Prior to that, he spent six years at Jackson National Life Distributors LLC. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, employing various analytical methods and frequently utilizing third-party money managers and sub-advised models.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

David Maxey is a financial advisor at Trek Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Family Offices, LLP and Heritage Wealth Management, LLC. Maxey is also a licensed insurance agent and receives commissions on insurance products sold. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporates advanced models and artificial-intelligence tools, and provides a broad range of model and alternative investment options.

Cynthia Medina is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. She has worked at Trek Financial since 2014 and also has longstanding roles at A&E Service and Sterilite. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services through a network of adviser representatives. The firm employs a blend of strategic and tactical investment approaches, utilizing various model strategies and artificial-intelligence tools under human oversight.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Michael Wilson is a financial advisor at Trajan Wealth, L.L.C. in Peoria, AZ, with nine years of industry experience. He holds a Series 65 designation and previously worked at MHCB Retirement Solutions, LLC. Outside of his advisory role, he is also licensed to sell various insurance products. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in an investment policy statement.

Nicholas Cvetanovich is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. In addition to his advisory duties, Nicholas acts as an insurance agent selling fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management and financial planning services, employing a tailored investment process based on fundamental, technical, and cyclical analysis.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.