John Miller is a financial advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Vulcan Materials Company. Outside of advisory roles, he is involved in fixed life and health insurance sales. Transce3nd LLC serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes strategic asset allocation supported by quantitative, fundamental, and technical analysis, and utilizes third-party managers and specialized tools such as Nitrogen risk profiling.

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.

Mark Fiedler is a CFA® charterholder with 24 years of industry experience. He is currently with Parallel Advisors, LLC, where he has worked since 2023, and has been with Autus Asset Management, LLC since 2002. 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 utilizes a range of investment strategies across multiple asset classes and integrates technology platforms to manage held-away accounts and implement tax-efficient rebalancing.

David Heymann is a financial advisor at Trek Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Heritage Wealth Management, Painter Pry CPA's, Powell Heymann, First Allied Advisory Services, and Prism Investment Management. Heymann is a managing member of TBH, LLC, and serves on the board of Affisio, LLC, both investment-related entities involved with convertible notes for software systems companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical approaches, including AI tools under governance and human review, and offers a range of systematic strategies, alternative investments, and specialized hedging techniques.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having joined in 2023, and previously worked at Triad Advisors, Inc and R. B. Gold & Associates. He is a partner and owner of RBG Capital LLC, which provides wealth management, life insurance, business succession planning, investment banking services, and mergers & acquisitions advisory. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing a blend of fundamental, technical, and cyclical analysis across various managed account platforms and third-party managers.

Mark Nickles Jr. is a financial advisor with PFG Advisors, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Bank of America, Merrill, Wells Fargo, and Nexus 21, Inc. He is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and multiple analysis methods.

Jeffrey Breese is a financial advisor with Concurrent Investment Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services and ownership of Flores Wealth Management. He is also active as an agent providing fixed insurance advice. Concurrent Investment Advisors is an enterprise firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, using a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Athanassios Panagiotakopoulos is a financial advisor with Dynamic in Phoenix, AZ, holding a Series 66 designation and 15 years of industry experience. He has worked at Dynamic Wealth Advisors since 2019 and is also associated with Pathlight Investors, LLC. 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 employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and 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 held roles at Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, and Benjamin & Jerold Brokerage I, LLC. Outside of his advisory work, he owns and manages a rental equipment business. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional plan advisory services. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology and third-party partnerships to enhance its offerings.

Nathaniel Dodd is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Mission Wealth Management, LP. He has worked with Next Financial Group, Inc. and Blakely Walters Wealth Management during his career. Outside of advisory activities, he is also an agent with Blakely Walters Insurance, LLC, where he is involved in the sales and service of insurance products. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients such as pension plans and endowments. The firm employs customized, long-term investment strategies across a range of asset types and offers financial planning, portfolio management, and consulting services through tiered service models.

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.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored 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 to manage client investments.

Ryan Jennings is a financial advisor with Sowell Management in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked with North Star Wealth Management since 2013 and was previously employed at CONCERT Wealth Management, Sowell Financial Services, and TCG Advisors, LP. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Brian Bowen is a financial advisor at Dynamic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing a long-term, client-specific investment approach and notable support for other advisers through integrated technology and outsourced services.

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.

Patrick Kujawa is a financial advisor at Halbert Hargrove with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Halbert Hargrove Global Advisors since 2012. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to guide investment decisions across a range of asset types and offers additional client reporting and a digital advisory platform for smaller or automated accounts.

Chrysta Andrade is a financial advisor at Root Financial Partners with three years of industry experience and holds a Series 65 credential. She previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Andrade serves as a board member for Domestic Violence Control Alt Delete, a nonprofit organization involved in fundraising and community support activities. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk tolerance, and offers educational programs and specialized portfolio management options.

Patrick Eng is a financial advisor at Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Perspective Financial Services, LLC for 17 years and at Thrivent Advisor Network LLC dba Perspective Financial Services for one year. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management using a variety of investment vehicles.