Michelle Decker is a CFP® and holds a Series 65 license with 25 years of industry experience. She has been with Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ for 28 years. 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 emphasizes customized, diversified portfolios and employs tax-aware strategies within a personalized Investment Policy Statement framework.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.

Richard Rogers Jr. is a financial advisor at Brookwood Investment Group with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookwood since 2023, with prior roles at Belpointe Asset Management and Wells Fargo Clearing. Rogers is also involved with Brookwood Insurance Group, an insurance agency specializing in fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management, financial planning, and retirement advisory services. The firm uses a range of investment strategies tailored to client objectives and operates multiple affiliated businesses alongside its advisory services.

Kurt Castaneda is a financial advisor with United Advisor Group, holding a Series 65 license and 12 years of industry experience. His prior work includes roles at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital entities. Outside of finance, he serves as a fire captain and board member for the Mesa Fire/Medical Department and is involved in cattle farming through ownership of 204 Cattle Company, LLC. United Advisor Group provides investment management, financial planning, and consulting services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation with various analysis methods to tailor portfolios based on client risk tolerance, tax considerations, and time horizons.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® and Series 65-licensed advisor at Dynamic with six years of industry experience. He has been with Dynamic Wealth Advisors doing business as Oxford Financial Planners since 2020. Outside of his advisory work, he is a 50% owner of Allison Ragsdale Photography LLC, a business unrelated to investing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, as well as unaffiliated registered investment advisers. The firm employs a client-specific, long-term portfolio construction approach and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support for other advisers.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has two years of industry experience. In addition to his financial advisory role, he serves as a combat engineer in the United States Army and works as an insurance agent focusing on life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Scott Pilvinis is a CFP® professional with eight years of experience in financial advising. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2022. Prior to this, he held roles at PSP Financial Services LLC and PSP & Associates, Inc. Outside of advising, he is also active as an insurance agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both proprietary and third-party model portfolios, offers access to private placements, and employs a variety of investment analysis techniques while delegating day-to-day trading to sub-advisers when appropriate.

Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. 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 and supports both discretionary and non-discretionary account management.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Stephen Irving is a Series 65-licensed advisor with Eversource Wealth Advisors, LLC, based in Chandler, AZ. He joined EverSource in 2026 and has prior experience in various roles across different industries. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives and provides access to multiple investment platforms and private market offerings.

Stephanie Mitzel is a financial advisor at St. Bernard Financial Services, Inc. in Phoenix, AZ, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc. from 2014 to 2019 before joining St. Bernard Financial Services in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation, typically involving clients collaboratively in portfolio decisions.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Conor Whitney is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Brighton Jones in 2024, he worked at Goldman Sachs from 2018 to 2024 and at Merrill from 2015 to 2018. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. 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 implementing exposure through index-based ETFs with periodic rebalancing.

Maegan Bauman is a Series 65-licensed advisor with United Advisor Group, based in Gilbert, AZ, and has four years of industry experience. Prior to joining United Advisor Group, she worked at SCF Investment Advisors and Flat Iron Wealth Management. Outside of her advisory role, Bauman serves as a firefighter paramedic for the Peoria Fire and Medical Department. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary strategies that combine strategic and tactical asset allocation with value investing and various analytical methods.

Christopher Zajdzinski is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors, Gold Book Financial, and the Diocese of Phoenix. Outside of his advisory role, he owns Sol Mates, LLC, a youth swim club. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment decisions across a range of securities and offers oversight of sub-advisors along with tax-efficient asset-location services.

Shelley Lindsey is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 18 years of industry experience. She previously worked at Wells Fargo Clearing for nine years and Ameriprise Advisor Services for two years. Outside of her advisory role, she serves as a Notary Public, providing document notarization services to clients. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets as of December 2025. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within an approved menu.