Daniel White is a CFP® professional with 19 years of experience in the financial services industry. He is currently an advisor at Facet, having joined in 2026, following roles at Charles Schwab and USAA Financial Planning Services. His background includes extensive experience in private client investment advisory and financial planning. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach focused on ETFs and offers a flat subscription fee structure instead of traditional asset-based fees.

Frederick Owsley is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Capital Wealth Dynamics Group and Osland Financial Group. Outside of advisory work, he serves as a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary supervisory approaches.

Jason Richards is a CFA® charterholder with six years of industry experience. He has worked at Parallel Advisors, LLC since 2023 and previously held roles at Autus Asset Management, LLC and TrustBank. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across multiple asset classes and integrates technology platforms to provide tax-efficient portfolio management.

Richard Landis is a financial advisor with PFG Advisors in Gilbert, AZ, holding a ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at LPL Financial and Securities America, Inc. Landis has been with PFG Advisors since 2015. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s approach combines model portfolios with third-party managers, emphasizing macro allocation through index-based ETFs alongside various analytical methodologies.

Todd Kalina is a CFP® professional with 21 years of industry experience, currently serving at PFG Advisors since 2015. He previously worked at Securities America Inc., Aero Federal Credit Union, and LPL Financial. In addition to his advisory role, he is involved in insurance sales through Kalina Wealth 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 various third-party platforms and wrap programs.

Robert Horstman is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He has worked at Capital Analysts since 2018 and previously held positions at TIAA-CREF and Cetera Wealth Services, LLC. He incorporates fixed insurance and annuities products into client financial plans when appropriate. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management utilizing proprietary screening tools and third-party managers.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments.

Justin Gran is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and is also a licensed insurance agent with Mutual of Omaha Insurance Company since 2011. In addition to his advisory role, Gran is involved in entrepreneurial activities including partnerships in insurance brokerage and property management ventures, as well as ownership interests in insurance franchises. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian, delivering solutions that include model portfolios and third-party money manager relationships.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Gregory Linnebur is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at OSAIC, Securities America, CUSO Financial Services, Altier Credit Union, and LPL Financial. 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 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.

Michael Sabetta is a financial advisor at UMB Financial Services, Inc. in Gilbert, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UMB Financial Services since 2012 and UMB Bank since 2010. He serves as a board member of Big Brothers Big Sisters of Central Arizona. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities, offering multiple managed account solutions and operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Kevin Bower is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and the Pima County Assessor's Office. He is also the owner of Bower Insurance Group and KKBower LLC, operating as an independent insurance agent and business owner. The AmeriFlex Group provides investment advisory services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm operates through a network of advisory affiliates and utilizes multiple program platforms to deliver customized investment strategies.

Corey Oberholtzer is a CFP® credentialed financial advisor with 24 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products, using an open-architecture model focused on international equity strategies combined with co- and sub-advisory relationships.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jeffrey Juniper is a financial advisor with Simplicity Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated Juniper Wealth Management, LLC since 2018 and is involved in other business ventures, including managing Strategic Personal and Business Insurance Solutions, offering life insurance and annuities, and serving as president of Protect R World, Inc, a company focusing on micro security technology for public safety communication. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, providing model portfolio management, third-party manager due diligence, and technology solutions for advisers through its TAMP platform.

Katrina Barrett is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been associated with both Geneos Wealth Management and Lazarus Group since 2009. Outside of her advisory role, she is involved in founding and managing Fenix LPC LLC and operates as a realtor and owner of Local Luxury Real Estate LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of investment strategies and portfolio management options tailored to client needs.

Scott Christie is a financial advisor with Sowell Management in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 66 licenses. He has 40 years of industry experience and has worked at firms including TCG Advisors, LP, North Star Wealth Management, LLC, and Concert Wealth Management, Inc. He is also owner and an investment advisor representative of North Star Wealth Management, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent contractor advisors, offering a range of investment approaches including strategic and tactical allocation, individual equity selection, and model portfolios.

Ian Amberson is a CFP® and CFA® with eight years of experience in the financial industry. He currently works at Moors & Cabot, Inc. and previously held roles at Schwab Wealth Advisory Inc, Charles Schwab & Co Inc, and Van Eck Associates Corporation. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services, utilizing a variety of investment analysis methods and strategies supported by third-party and affiliated sub-advisors.