Danny Murego is a financial advisor at SEIA with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. from 2021 to 2026. Outside of advising, he has a role as a direct support provider assisting individuals with special needs and operates a small e-commerce business reselling clothing and shoes. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages a majority of assets on a non-discretionary basis, distinguishing it from many peers.

Mark Herding is a CFP® with 33 years of experience in the financial services industry. He has worked at Harbour Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research. Herding also operates as an independent insurance agent under Camelback Wealth Consultants and serves as a Merit Badge Counselor for the Boy Scouts of America in Phoenix, AZ. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Christopher Cohan is a financial advisor with CoreCap Advisors in Scottsdale, AZ. He holds the ChFC® designation and Series 63 and 65 licenses, with one year of industry experience. Prior to joining CoreCap Advisors, he has been involved with RJP Estate Planning since 2013, where he provides estate planning services and introduces new clients to financial advisory services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Zachary Jones is a CFP® and ChFC® with 10 years of experience in financial advising. He is currently with Brookwood Investment Group and also associated with Dovetail Capital Management and Brookwood Insurance Group. Prior to these roles, he worked at Northwestern Mutual in various capacities from 2015 to 2023. He holds a license as an insurance producer and is involved with Brookwood Insurance Group, focusing on life, health, annuity, and disability income insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of tailored investment strategies and affiliated businesses supporting a comprehensive advisory model.

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.

Thomas Rindahl is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at PFG Advisors in Tempe, AZ. His career includes roles at United Planners, Securities America, Inc., and LPL Financial. He has maintained his own practice and has worked with TruWest Credit Union since 2009. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party money managers with top-down macro allocation and index-based ETFs, supported by multiple marketplace platforms and an online estate-planning integration.

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.

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 four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Inc. and RDX Flex, LLC. Outside of advisory roles, Connolly 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 offers both customized portfolios and model-based management, combining internally developed models with third-party managers, supported by the mandatory Amplify Platform for trading and oversight.

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 financial advisor at IAMS Wealth Management, LLC with three years of industry experience and holds a Series 65 designation. He has worked in various roles including investment advisory and real estate sales, and is also involved in marketing services through GolfCourseHomes.com, LLC. Additionally, he provides web design and development consulting through DaVinci Digital. IAMS Wealth Management offers 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 with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

Michael Mccann is a CFP® with 22 years of industry experience, currently serving at Diversify Wealth Management, LLC. He previously spent 20 years at Perspective Financial Services, LLC and one year at Thrivent Advisor Network LLC. Outside of his advisory work, he is the Chairman of the Board for Friends and Supporters of Troop 30 Inc, a nonprofit organization supporting scouting units, and serves as a board member and volunteer for SEEDS for Autism, Inc. 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 various platforms, offering discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

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.

Matthew Harrison is a financial advisor with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. He has worked at Lincoln Investment and Golden West since 2015. Outside of advising, he serves on the endowment board of St. Mary’s Food Bank, where he helps oversee investment allocation and risk tolerance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house investment team to manage discretionary portfolios and offers various advisory programs, including custom portfolios and third-party manager access.