Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Ryan Curwick is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Capital Investment Advisors, LLC and has previously held roles at The Vanguard Group, USAA Financial Planning Services, and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines centralized, ETF-based portfolio management with tailored financial planning and specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

Brennan Holmes is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. He has worked at Brighton Jones since 2023 and previously was employed at Flex PWR in 2023. His background includes four years at the University of Washington and experience at Seattle Preparatory High School. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce for business networking and community engagement. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment management, financial planning, and consulting services through discretionary and non-discretionary arrangements, applying a range of portfolio strategies and utilizing third-party sub-advisors where appropriate.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Vanessa Garcia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and having one year of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2018, and her prior experience includes roles at Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on internal research tools and asset-allocation models, with trade executions requiring client authorization.

Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc., Upgrade, Inc., and other firms. Outside of his advisory role, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance relies on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Matthew Layman is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, with four years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to deliver tailored recommendations without exercising discretionary trading authority.

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Gayle Starr is a CFP® with 41 years of industry experience, currently serving at Commonwealth Financial Network since 2005. Prior to that, she worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory role, she is president and owner of Starr Wealth Strategies, Inc., a private entity for operating a securities business, and president of Lin-Com, Inc., a fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Austin Mc Donough is a CFP® professional with seven years of industry experience currently serving at Creative Planning in Gilbert, AZ. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and Edward Jones. He also has a background with Liberty University. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and various tax-efficient strategies.

Mark Jones is a financial advisor with Carson Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Geneos Wealth Management, Inc., Integrated Wealth Management, and Cetera Advisor Networks. Outside of his advisory work, he is also an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and offering tailored investment solutions through various third-party partnerships.

Ryan Heck is a financial advisor at Kestra Advisory with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fullerton Financial Planning, Kingdom Financial Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Carol Ward is a financial advisor with Eagle Strategies (NY Life) based in Mesa, AZ. She holds a Series 66 designation and has seven years of industry experience, including roles at Edward Jones and Christopher Nash. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a substantial portion of assets on a non-discretionary basis.