Mohammed Alubaidi is a financial advisor with Principal Advised Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His previous roles include positions at Empower Financial Services, Discover, Mutual of Omaha, and Wells Fargo. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary financial advice and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models and benefits from its affiliation with Principal Financial Group entities, providing access to proprietary products and coordinated supervision.

Erin Goergen is a CFP® professional with 19 years of industry experience, currently serving with Dynamic since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an Independent Agent with Paid Direct for insurance and annuity products. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and practice-support solutions, emphasizing both client-specific investment strategies and support for other advisers through technology and outsourcing arrangements.

Michael Melby is a financial advisor at PFG Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, where he also served in executive roles. Melby has maintained a long-term involvement in insurance sales spanning over two decades. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves both firm-developed model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs, supported by fundamental, technical, and cyclical analysis.

Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

David Newby is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Summit Wealth Group and has held roles at Commonwealth Financial Network, Jackson National Life Distributors, TD Ameritrade, and Equitable Advisors. Newby is also involved in fixed insurance sales as a secondary business activity. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical investment approaches, often utilizing third-party money managers and sub-advised models.

Robert Raimondo is a financial advisor with Brookwood Investment Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Brookwood since 2022 and previously spent over a decade with Belpointe Asset Management and related entities. Raimondo is also the owner of Belpointe Insurance LLC, where he manages and sells fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Arete Wealth Advisors since 2023. Prior to this, he was with Center Street Advisors, Inc. and has operated his own tax and retirement planning business since 2010. Roberts is also an adjunct faculty member at Grand Canyon University, teaching a business course. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Theron Hall Jr. is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of experience in the financial industry and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to deliver tailored investment solutions.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Michael Eberhardt Jr. is an advisor at Encompass More Asset Management LLC with Series 63 and Series 65 credentials. He has prior experience at JPMorgan and State Farm and has been with his current firm since 2026. He is also involved with Lifetime Solutions LLC dba Retirement-Right. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients, managing roughly $985 million across about 4,000 clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers and offers access to a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Andrew Johnson is a financial advisor at PFG Advisors in Gilbert, AZ, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, Bancwest Investment Services, Bank of the West, Bank of America, and Merrill. 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 mix of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across many offices.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.