Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Stephen Glowacka is a CFP® professional with 22 years of industry experience, currently an advisor at Facet since 2023. His prior roles include positions at Hendershott Wealth Management, Facet Wealth, TD Ameritrade, Wells Fargo Advisors, and Charles Schwab. Facet serves individual members across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm offers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation strategies focused primarily on ETFs, operating with fixed subscription fees rather than percentage-based investment charges.

Dillon Hall is an investment advisor at Realta Investment Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Arkadios Wealth Advisors and Carmona Wealth. Outside of advisory work, he serves as Vice President of Perch Wealth, where he works directly with clients on investment recommendations. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes tailored advice based on client goals, risk tolerance, and time horizon, implementing strategies through diversified asset allocation and managing portfolios in-house or via third-party managers.

Ryan Hanninen is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bright Wealth Management and self-employment. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse 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, applies model portfolios with an asymmetric rebalancing approach, and offers various advisory and sub-advisory services through a large network of affiliated offices.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. PFG Advisors offers 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 supports both discretionary and non-discretionary account management.

Kerri Brutto is a financial advisor at NFSG Corporation with 24 years of industry experience. She holds a Series 66 designation and has been with Newbridge Securities since 2010. Outside of her advisory role, Brutto is a licensed REALTOR and practices estate planning law through her own firm. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently utilizes third-party asset managers.

Michael Floyd is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Bayntree Wealth Advisors, Intelligent 401K, and AE Wealth Management, among others. Additionally, he is involved in estate planning and retirement strategy through his managing partner roles at Prospect Estate Planning and PWA Partners, where he also offers insurance-related services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $985 million through a team of 85 advisors. The firm employs model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.

Michael Bargetto is a financial advisor at Legacy Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Legacy Wealth Management, he worked at Axiom Wealth Solutions, LLC and served with Cal Fire for 12 years. Outside of advising, he manages several real estate and lending-related business ventures. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and access to a broad range of investment options through a multi-team platform.

Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Bryce Vogel is a financial advisor with CoreCap Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Ameritas Investment Corp. and Spartan Financial Group. Outside of his advisory work, he serves as a social media and web administrator for the Maricopa County Justice Museum. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a variety of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 following a period as a student. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Ashley Seeger is a financial advisor with PFG Advisors and holds Series 65 and Series 63 designations. She has 15 years of industry experience, including prior roles at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. Seeger is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm delivers its investment approach through a network of advisors using model portfolios, third-party managers, and marketplace platforms, with an emphasis on macro allocation and index-based ETFs alongside fundamental and technical analysis.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013. Outside of her advisory role, she serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Alexander Vander Henst Huerta is a financial advisor with Foundations Investment Advisors LLC based in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Capital Insight Partners, LLC, Charles Schwab, Cerritos College, YMCA, and Harbor House. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios, and offers services through a large network of affiliated offices and representatives.

Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace platforms.

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

David Nuttall is a CFP® professional with six years of experience in financial advising. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2015. Based in Scottsdale, AZ, he works within a team of nine advisors. 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 utilizes affiliated resources through BMO Financial Corp. to support its service offerings.

Antonio Savarese Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and OSAIC. He is also an insurance services agent. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside proprietary model asset allocations.