Scott Pilvinis is a CFP® professional with eight years of experience in financial advising. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2022. Prior to this, he held roles at PSP Financial Services LLC and PSP & Associates, Inc. Outside of advising, he is also active as an insurance agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both proprietary and third-party model portfolios, offers access to private placements, and employs a variety of investment analysis techniques while delegating day-to-day trading to sub-advisers when appropriate.

Lenny Letcher is a financial advisor with Packerland Brokerage Services, Inc. in Surprise, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and Linda Field and Associates, alongside ownership of multiple tax preparation and accounting businesses. Outside of financial advising, he serves as president of a nonprofit organization and is a member of the board of a child development center. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and third-party relationships, managing over $900 million in client assets.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Conor Whitney is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Brighton Jones in 2024, he worked at Goldman Sachs from 2018 to 2024 and at Merrill from 2015 to 2018. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, Ameriprise, and Robert Baird & Co. Outside of her advisory work, she is involved with an Amazon Locker facility in Scottsdale, AZ. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model that incorporates third-party managers, mutual funds, ETFs, and alternative strategies such as options and structured products.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Christopher Zajdzinski is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors, Gold Book Financial, and the Diocese of Phoenix. Outside of his advisory role, he owns Sol Mates, LLC, a youth swim club. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment decisions across a range of securities and offers oversight of sub-advisors along with tax-efficient asset-location services.

Eric Montijo is a financial advisor at Ashton Thomas Securities, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and RBC Capital Markets. Montijo is based in Scottsdale, AZ. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm serves a broad client base through a team of 18 advisors across six offices and provides multiple program structures including wrap and non-wrap offerings, model portfolios, and access to independent and third-party sub-advisers.

Seth Goldberg is a financial advisor at United Capital Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC and Girard Securities Inc. He is based in Scottsdale, AZ. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary technology and research.

Shelley Lindsey is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 18 years of industry experience. She previously worked at Wells Fargo Clearing for nine years and Ameriprise Advisor Services for two years. Outside of her advisory role, she serves as a Notary Public, providing document notarization services to clients. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets as of December 2025. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

John Boothby is a financial advisor with PFG Advisors and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Morgan Stanley and two years at Merrill. He currently works in the Phoenix, AZ area. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers and turnkey platforms, utilizing model portfolios and index-based ETFs alongside fundamental and technical analysis.

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Martin Lewis is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked at multiple firms, including Wells Fargo Private Bank, where he spent 32 years, and currently serves on the University of Montana Tax Institute Advisory Board. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse group of clients, including individuals, trusts, family offices, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a broad range of investment strategies and third-party managers through its Amplify Platform.

Joe Myers is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Independent Financial Group before joining IPI in 2020. Myers is the sole owner of Myers Investment Group, which has offered securities and insurance products since 1994. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Christian Harris is a CFP® with five years of industry experience currently advising at IHT Wealth Management LLC. His prior roles include positions at Heritage Family Offices, LLP, Heritage Wealth Management, LLC, Merrill, and Young Life. Harris has also worked at Arizona State University and in digital marketing with ZOG Digital. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization tailored to clients’ objectives and risk tolerances.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.