Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Scott Elisha is a financial advisor at Perigon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Perigon since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

William Sosniecki is a financial advisor at Perennial Financial Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and Lockton. He is also involved with Loan Factory, Inc. outside his advisory work. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Craig Connolly is a financial advisor at The Partners Wealth Management with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Scf Investment Advisors, Inc and RDX Flex, LLC. Outside of advising, he is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of customized portfolios and model-based management, working with both internal and third-party models and investment managers, and employs the Amplify Platform for trading and back-office functions.

John Glaudel is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at SECURITIES AMERICA, Inc. and Elemetal Direct. In addition to his advisory role, he is an insurance producer offering life insurance products through Phillips Financial Management. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and utilizes tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerances, and tax considerations.

Sabina Valic is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 license and 24 years of industry experience. She has worked at firms including Scottsdale Capital Advisors and Securities America, Inc. Outside of finance, she teaches ballet at Master Ballet Academy and is affiliated with the Yen-Li Chen Ballet School. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios, third-party managers, and a focus on macro allocation using index-based ETFs combined with fundamental, technical, and cyclical analysis.

Guadalupe Camargo is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. Prior to joining Diversify, Camargo worked at Thrivent Advisor Network LLC and Perspective Financial Services LLC, where they spent 18 years. Diversify Wealth Management offers 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, incorporating due diligence on third-party managers and a range of investment vehicles tailored to clients’ objectives.

Tanner German is a Series 65 licensed financial advisor with four years of industry experience. He is currently with IAMS Wealth Management, LLC and has prior experience at Personalized Financial and other ventures. Outside of advising, he is involved in web design and development consulting through DaVinci Digital and marketing services for real estate agents with GolfCourseHomes.com, LLC. IAMS Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party models, offering a broad range of investment instruments and utilizing AI tools and household account aggregation in its advisory approach.

David Matuszak is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at Pathlight Investors, Llc from 2014 to 2019 before joining Dynamic Wealth Advisors, operating as DJM Wealth Strategies, in 2019. 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 provides a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable emphasis on supporting other advisers through technology platforms and research distribution.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Michael McCann is a CFP® with 23 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously spent 20 years at Perspective Financial Services, LLC and one year with Thrivent Advisor Network LLC dba Perspective Financial Services. Outside of his advisory work, he is chairman of the board for Friends and Supporters of Troop 30 Inc, a nonprofit overseeing local scouting units, and serves as a board member and volunteer for SEEDS for Autism, a day program focused on life skills education. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification investment approach using a broad range of instruments and offers multiple platform options through a team of more than 50 investment adviser representatives.

Edward Diaz is a financial advisor with IP Financial Advisory Services LLC in Phoenix, AZ, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include two decades at New York Life Insurance and Securities and nearly two decades running Diaz Strategies - Insurance & Financial Solutions. Outside of advisory work, he is a running coach with Running 2 PRs. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, using a variety of analytical approaches and discretionary management options.

Scott Sandell is a Series 65-licensed financial advisor at Alphastar Capital Management with nine years of industry experience. He holds ownership interests in several private businesses, including Andorra Capital and Wish You Were Here, LLC, and has roles in various financial and insurance-related companies. Sandell’s background includes positions at Capital Group/American Funds and Monetary Metals. Alphastar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies using a range of investment vehicles, supported by tax-aware optimization and third-party portfolio construction technologies.

Jayden Durrah is a financial advisor at Capital Investment Advisors, LLC with four years of industry experience. He holds a Series 66 registration and previously worked at Taverick Capital, LLC and Equitable Advisors. His background also includes various roles in educational institutions. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Koszitzki holds Series 63 and Series 65 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, fee-based financial planning, and consulting services. The firm offers tailored portfolio strategies using a combination of asset allocation, fundamental and technical analysis, and quantitative techniques, with options for discretionary and non-discretionary account management.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 credentials and 49 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and sponsor wrap fee programs, managing accounts through firm-sponsored programs and third-party money managers using various analytical approaches.

Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co., Inc., Knall/Cohen Investments, LLC, KSM Capital Advisors, LLC, and KeyBanc Capital Markets Inc. Cohen serves as an investment board member for Next Level Indiana. Sapient Capital LLC offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to create diversified portfolios, while also acting as an adviser and sponsor to private funds and sub-advisor to registered ETFs.

Scott Harris is a CFP® professional with 28 years of industry experience, currently associated with The AmeriFlex Group in Phoenix, AZ. His previous roles include positions at Principal Life Insurance Company and Principal Securities Inc., where he spent 13 years, as well as various advisory firms. He serves on the board of Ronald McDonald House Charities in Phoenix. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary or non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.