Christian Nelson is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Money Concepts Capital Corp from 2017 to 2024. Outside of his advisory role, he is involved in a startup focused on air filtration technology, serving as secretary and providing general administrative support. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies based on client objectives and risk tolerances.

Robert Berry is a financial advisor at Momentum Independent Network Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Momentum Independent Network in 2023, he worked at NTB Financial Corporation and Port Securities, Inc. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment structures and offers a range of managed account programs supported by quantitative, fundamental, and technical analysis, as well as specialized municipal fixed-income and retirement plan services.

Theresa Krueg is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has previously worked with Dynamic Wealth Advisors under its Hanai and Renatus Private Wealth Advisors brands, as well as Autus Asset Management. Theresa manages her advisory business through Krueg Enterprises LLC for tax purposes. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a range of services including portfolio management, financial planning, retirement plan services, and extensive support for other advisers through technology platforms and sub-advisory relationships.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

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 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Lombard Street Partners, Stratifi, and Merrill. He has been with Perigon Wealth Management since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and it serves a notable client segment of banking and thrift institutions while overseeing wrap and sub-advisor programs.

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.

Kristin Rathjen is a financial advisor at Wedbush Securities Inc. with 24 years of industry experience. She holds the PFS™ designation, as well as Series 63 and Series 65 licenses, and has been with Wedbush Morgan Securities since 2001. Outside of her advisory work, she is a partner in a handmade card and invitation business and contributed to the overhaul of the PFP certification test for the AICPA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with a focus on tailored portfolio management and advanced operational capabilities.

Ryan Lovett is a CFP® with 15 years of experience in financial advisory. He is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & Co., PeachCap, Accelerated Capital Group, and Gentry Wealth Management. Outside of his advisory work, he has a minority ownership interest in a local convection business, Kelli's Kupcakes, LLC. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model incorporating multiple investment strategies and sub-advisers, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary consulting.

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.

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

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.