Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.

Robert Seamans III is a CFP® professional with 27 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for Wells Fargo Advisors Financial Network LLC for 11 years. Outside of financial advising, he owns and operates Salt River Solar, Inc., a company involved in alternative energy construction. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives and risk tolerance.

Alessandra Castillo is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, she worked at Globe Life and Parker and Sons. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian, with many advisors also licensed in brokerage and insurance capacities.

Adam Mosbach is a CFP® professional with 32 years of industry experience, currently serving as an advisor at PFG Advisors. His prior roles include positions at Securities America, Inc., Lincoln Financial Advisors Corp, and several wealth and insurance firms. Outside of his advisory work, he is the CEO and founder of A.M. Guidance & Financial Services Consulting, LLC, which provides recruiting, coaching, and training services to financial advisors. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Douglas Wilkinson is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at United Planners, Securities America, and BBVA-related entities. He currently serves as a relationship manager at PFG Insurance Agency. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Francisco Tort is a Series 66-credentialed financial advisor with 20 years of industry experience, currently affiliated with PFG Advisors in Phoenix, AZ. His career includes roles at Morgan Stanley and Securities America, and he has been with PFG Advisors since 2019. 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 supports both discretionary and non-discretionary account management.

Casey Kleiner is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Concurrent Investment Advisors, LLC and The Wealth Stewards, having previously worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Early in his career, he held roles at Pathway Arizona Realty, Scrapbook.com, and Arizona State University. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Sean Pilkington is a financial advisor at Brighton Jones LLC based in Scottsdale, AZ, holding a Series 65 designation. He has worked at Brighton Jones since 2023 and has prior experience at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and other organizations. Brighton Jones advises individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm offers comprehensive wealth-management services using a Personal CFO model and provides access to private-investment opportunities through its subsidiary Lenora Capital.

Anthony Markham is a financial advisor at Northern Trust Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Jonas Zamora is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Dynamic. His prior career includes roles at Morgan Stanley, Bank of America, and Merrill Lynch. Located in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm offers portfolio management, financial planning, retirement services, and practice support, using a client-specific investment approach and providing technology and outsourcing solutions to unaffiliated registered investment advisers.

Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. 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 offers access to third-party money managers and platforms.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advising, he is involved in consulting and marketing for the cannabis industry through Zenith Consulting AZ Inc and participates in investment opportunity research via S&A Ventures LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offers a managed account platform for advisers, and combines advisory services with technology and operational support such as private-label asset management software and back-office processing.

Trey Holman is a financial advisor at Creativeone Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creativeone Wealth in 2025, he founded and continues to work at Holman Wealth Management, where he also engages in insurance sales and services. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Timothy Whipple is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Suncrest Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he also operates Timothy Whipple, PLLC, an enterprise he has maintained since 2016. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm integrates legal and accounting services through affiliated professionals and utilizes a combination of fundamental, technical, and modern portfolio theory in its investment analysis.

Robert Soules is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Gilbert, AZ, and has four years of industry experience. His prior work includes roles at Key Retirement Solutions and Bankers Life Advisory Services. Outside of his advisory work, he is involved in insurance sales targeting mostly Medicare-age individuals. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Sheena Oberoi is a CFP® with 19 years of industry experience, currently serving at Winthrop Wealth. Her background includes roles at LPL Financial and Unified Wealth Management, and she is also active as a licensed real estate agent. Outside of advisory work, she has experience as a group fitness instructor and operates a tax preparation business. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm provides integrated private wealth management with a focus on prudence and long-term investment strategies, supported by an Investment Committee and a blend of internal and external management resources.