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.

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.

Ricardo Leyva is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Elevated Capital Advisors, The Quantum, and Mutual of Omaha. Outside of his advisory work, he is also involved as an independent insurance agent with The Quantum. 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 investment strategies combining proprietary models and third-party sub-advisers across various asset classes, including equities, fixed income, and digital-asset related exposures.

Jayden Durrah is a financial advisor with Capital Investment Advisors, LLC in Phoenix, AZ. He holds a Series 66 designation and has four years of industry experience. Prior to joining Capital Investment Advisors, he worked at Taverick Capital, LLC and Equitable Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house specialists in estate and tax planning, as well as offering access to private investment solutions and formal pension consulting services.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. based in Phoenix, AZ, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, fee-based financial planning, consulting, and advice-only services. The firm employs various analysis methods and investment strategies and works with third-party and affiliated sub-advisors to provide comprehensive wealth management solutions.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 48 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic approaches.

Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co., Inc., Knall/Cohen Investments, LLC, KSM Capital Advisors, LLC, and KeyBanc Capital Markets Inc. Cohen serves as an investment board member for Next Level Indiana. Sapient Capital LLC offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to create diversified portfolios, while also acting as an adviser and sponsor to private funds and sub-advisor to registered ETFs.

Scott Harris is a CFP® professional with 28 years of industry experience, currently associated with The AmeriFlex Group in Phoenix, AZ. His previous roles include positions at Principal Life Insurance Company and Principal Securities Inc., where he spent 13 years, as well as various advisory firms. He serves on the board of Ronald McDonald House Charities in Phoenix. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary or non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.

Tyson Murphy is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm uses a variety of investment strategies and a platform model that incorporates third-party managers and sub-advisers.

Paul Brock is a financial advisor with Northeast Planning Associates, Inc. in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at LPL Financial since 2007 and Northeast Planning Associates since 2017. Outside of his advisory work, he is a board member at Turing Technology Associates, Inc. and provides marketing services through PDB Development, Inc. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, focusing primarily on individual clients and retirement plans rather than corporate accounts.

Sergio Serrano is a Series 65-licensed financial advisor with Simplicity Wealth in Phoenix, AZ. He has been with Simplicity Wealth since 2026 and has prior experience at Simplicity Group and The Vanguard Group, Inc. Before entering the financial industry, he held roles at the University of California Merced and its campus bookstore. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers.

Michelle Decker is a CFP® with 24 years of industry experience and has been with Stoker Ostler Wealth Advisors, Inc. since 1998. She is based in Scottsdale, AZ, and holds a Series 65 license. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, diversified portfolios, ongoing due diligence, and draws on affiliated resources through its ownership by BMO Financial Corp.

Mark Tang is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Verus Capital Partners since 2014 and previously at Securities America Inc. and LPL Financial. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging to suit clients’ time horizons, risk tolerances, and tax considerations.

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 is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Belpointe Asset Management and Wells Fargo Advisors. He is also involved with Brookwood Insurance Group, where he works as an insurance producer. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Lori Callahan is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.