Steven Klimke is a Series 65 licensed advisor with United Advisor Group, based in Gilbert, AZ, and has one year of experience in the financial industry. Prior to his current role, he worked in mortgage-related positions, including at Nexa Mortgage and Amerifirst Financial. In addition to financial advising, he is involved part-time as a mortgage planning and loan referral officer. United Advisor Group provides investment management, financial planning, consulting, and family office 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 value investing and multiple analysis techniques, managing assets through proprietary models, third-party sub-advisors, or custom accounts tailored to client needs.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 12 years of industry experience and holds the Series 66 designation. He has worked at several firms including NEXT Financial Group and operates Reid Simpson, PLLC, where he is involved in residential real estate sales in Arizona. Simpson is also a founding member of GolfCourseHomes.com, LLC, which provides marketing services for real estate agents. IAMS Wealth Management, LLC offers investment advisory and financial planning services to individual investors, corporations, retirement plans, and trusts, using discretionary portfolio management and model-based strategies. The firm serves a broad client base and incorporates a wide range of investment instruments, including equities, ETFs, fixed income, and alternative products, along with operational practices such as AI tools and household account aggregation.

Alano Massi is a CFP® professional with 12 years of experience in financial advising, currently with Dynamic since 2017. Prior to this, he worked at Steel Peak Wealth Management from 2014 to 2017. In addition to his advisory role, he manages Palm Capital Management LLC and operates as a licensed independent life insurance agent involved in insurance product sales and education planning. Dynamic serves a wide range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides discretionary and non-discretionary management, financial planning, and extensive support services for unaffiliated registered investment advisers.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

Alexandra Kroot is a CFP® with five years of industry experience, currently serving at Wedmont Private Capital since 2022. She previously worked at The Vanguard Group from 2017 to 2022. Outside of her advisory role, Kroot is a partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital provides financial planning and discretionary investment management primarily for individuals, charitable organizations, corporations, and employee benefit plans. The firm emphasizes passive, asset-class-weighted portfolios using low-cost index funds and periodic rebalancing, with tailored strategies available for qualified clients through selected external managers.

Noel Gerson is a financial advisor with Kovack Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 14 years of industry experience. He has worked at Kovack Advisors since 2017 and previously held positions at Wells Fargo Advisors and Edward Jones. Outside of his primary role, he manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions involving life insurance and long-term annuities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, employing both internally developed models and third-party managers to manage accounts through a structured investment process.

Daniel Twogood is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at multiple firms, including Equitable Advisors and AXA Advisors, and has operated Twogood Financial Services, Inc. since 2000. Outside of advising, he is involved as an independent insurance agent and holds membership in several LLCs related to his professional and personal activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, and investment advisory services through a national network of representatives using multiple investment programs and also manages private pooled investments and offers sub-advisory and turnkey asset management solutions.

John Dombroski Jr. is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 license and 17 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also affiliated with Grand Canyon Planning, where he has worked since 2004. Outside of his advisory work, he owns a gift and antique store and manages consulting firms related to professional services and a radio show. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to third-party managers through its proprietary platform.

Kurt Markgraf is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Jason Gove is a financial advisor at Capital Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, and Cole Capital Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and ETF-based portfolios, with specialized in-house resources for estate and tax planning support.

Killian Gorman is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and the State of Kentucky Transportation Cabinet. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities, offering discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm utilizes a range of investment strategies and operates the Amplify Platform to provide back-office support and access to program managers and UMA/SMA solutions.

William Fendley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include nearly two decades at Cantella & Co., Inc., as well as positions at Cambridge Investment Research and LPL Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Richard Garber is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and M.S. Howells & Co. Outside of his advisory work, he serves as board chairman of Cinema Napa Valley and treasurer on the board of Nimbus Arts. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model with diverse strategies including mutual funds, ETFs, sub-advisers, and specialist approaches such as options and selective cryptocurrency exposure.

Athanassios Panagiotakopoulos is a financial advisor at Dynamic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Pathlight Investors, LLC and Wells Fargo Clearing. 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 offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on tailored, long-term portfolio construction and extensive support for other advisers.

Zenas Gurley is a financial advisor with Momentum Independent Network Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 52 years of industry experience. His prior work includes over two decades at Neidiger, Tucker, Bruner, Inc., and maintaining his own advisory practice during that time. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients, providing investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities and offers a range of discretionary and non-discretionary investment solutions across multiple platforms.

Scott Porter is a CFP® with 24 years of industry experience, currently affiliated with Compound Planning, Inc. He has worked at Dempsey Lord Smith, LLC for ten years and has been involved with Bennett & Porter for over two decades. Outside of advising, he co-owns an insurance business and operates a small equipment rental venture. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term investment strategies with tactical approaches such as direct indexing and tax-loss harvesting.

James Danovich is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp and Calton & Associates, Inc., and has operated his own accounting and tax practice, Danovich Financial and Tax Services, PLLC, since 1991. He also served the Byzantine Catholic Eparchy of Phoenix for five years. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 advisers. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across a variety of asset classes and multiple implementation options.

Tracy Cuda is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, and Cue Financial Group, where she has also served as senior vice president. She is involved in trust services as trustee of the CUDA Family Trust for Mom. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers with a focus on macro allocation using index-based ETFs, supported by integrated technology platforms and multiple marketplace partnerships.

Brian Bowen is a financial advisor at Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades before roles at TD Ameritrade and a brief period of unemployment prior to joining Dynamic. Dynamic serves a diverse range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, while also supporting unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, sub-advisory support, and technology solutions for other advisers.

Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has been with Dynamic Wealth Advisors since 2016. Prior to joining Dynamic, she worked at ANCHOR Compliance Support, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers a range of portfolio management and advisory services, emphasizing a client-specific, long-term investment approach and also provides support and technology solutions for other advisers.