Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, and Sun Valley Financial. He previously owned Sun Valley Financial, LLC, which managed operating expenses and insurance-related activities. Capital Analysts serves a diverse client base ranging from individual investors to corporate and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management through various platforms, guided by an in-house Investment Management & Research team that utilizes proprietary mutual-fund screening and model portfolios.

Ross Emmer is a CFP®-designated financial advisor with 21 years of industry experience. He has been with Dynamic Wealth Advisors, doing business as Full Picture Financial LLC, since 2016. Based in Phoenix, AZ, he holds Series 63 and Series 66 licenses. Dynamic serves a broad mix of clients, including 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 provides both portfolio management and advisory support, with particular focus on serving other advisers through integrated technology and operational services.

Andrew Carrier is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Services Network and has previously worked at Parallel Advisors, Spire Investment Partners, and NorthCoast Asset Management. Carrier operates 8 Mile Investments PLLC as an independent contractor, which is his sole professional business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Ginger Noteboom is a financial advisor at Encompass More Asset Management LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Verity Asset Management, Appreciation Financial, McCauley Investment Advisory, MGJ Holdings, and Cook Financial Services. In addition to her advisory role, she is involved in various insurance and employee benefits activities, including working as an independent insurance agent and providing education on Section 125 savings and wellness plans. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from equities and fixed income to private placements and digital-asset exposures.

Thomas Matthews is a financial advisor at PFG Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, Securities America, and The Vanguard Group. Prior to his advisory roles, he spent ten years at NGL Energy Partners LP. 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 using index-based ETFs with periodic rebalancing, and offers access to multiple third-party platforms and wrap programs.

Rafael Murguia Ramirez is a Series 65-licensed advisor with Trilogy Capital, Inc. in Scottsdale, AZ, holding six years of industry experience. He has been with Trilogy Capital since 2019 and previously worked in roles at Apple/Volt and PMI Services North America. Ramirez is also a licensed non-variable insurance agent involved in the sale of fixed insurance products. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house model series and third-party sub-advisors, and integrates personal and business real estate considerations into advanced financial planning.

Christopher Jennings is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. His prior experience includes roles at Vanguard Group Inc, PFG Advisors, United Planners, and Securities America, Inc. He is also involved in insurance advisory activities as a non-variable insurance agent. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm offers customized portfolios overseen by an investment committee that employs a Rules Based Investing system and integrates a range of asset classes and strategies tailored to client objectives.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

Sara Johnson is a financial advisor at Accelerate Retirement with three years of industry experience. She holds a Series 65 designation and has worked in the retirement services and financial planning sector since 2017, including roles at Sunwest Pensions and BCJ Financial Group. In addition to her advisory work, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and plan-level fiduciary services, utilizing customized portfolios and a primarily long-term investment approach.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Shawn Porter is a CFP® with 23 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. His prior experience includes roles at LPL Financial, Cetera Investment Services, and First Interstate Bank. He is also involved in fiduciary activities through the Porter Family Irrevocable Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm utilizes a diverse investment approach incorporating mutual funds, ETFs, alternative investments, and options strategies, supported by its Amplify Platform for program management and model design.

Jeremy Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2011 and also maintains a long-term association with The Robert Harding Financial Group. Outside of his advisory role, he is a pilot and flight instructor and is involved as a senior developer and partner at Mobllis Studio LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm utilizes a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority and customizable portfolios.

Bradley Burr is a CFP® with 38 years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC. His prior roles include positions at Ashton Thomas Private Wealth, M.S. Howells & CO, Sagepoint Financial, and Lovitt & Touche. Outside of advising, he is a licensed insurance agent and works as an independent contractor driving for ride-share services. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis and focuses exclusively on individuals and HNW investors.

Dillon Chamberlain is a CFP® with two years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. He previously worked at The Vanguard Group, Inc. for two years prior to joining Stoker Ostler. 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 strategies that emphasize long-term holdings balanced with tactical shorter-term trades and tax-aware techniques.

Michael Simon is a financial advisor at UMB Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Ameriprise, and Comerica Bank. Outside of his advisory role, he is the owner of Princess Jewels, a retail business in Phoenix, AZ. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment program options and combining model-based and manager-driven approaches.

Anthony Perez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. His prior experience includes roles at PNC Bank and BBVA Wealth Solutions, among others. Outside of finance, he owns an auto detailing business, ATOZ Auto Detail, where he manages marketing, contracts, and bookkeeping. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses in-house model allocations and a broad investment menu that includes alternative investments and offers customized strategies based on clients’ objectives and risk tolerances.

Steven Lichtblau is a financial advisor at Arkadios Wealth Advisors with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Arkadios in 2023, he worked at Triad Advisors, Inc. for 14 years. Outside of his advisory role, he is a partner in an insurance and business succession planning firm and serves on the board managing the office condominium complex where his firm is located. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a range of analytical approaches and maintains an integrated operating model with affiliated entities that support advisors and their clients.

Daniel White is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Charles Schwab from 2015 to 2026, including six years with Schwab Private Client Investment Advisory, Inc. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and uses primarily ETF-based discretionary asset-allocation programs, employing fixed subscription fees rather than percentage-of-AUM charges.

Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.