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.

Ivy Kirkman is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds the Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she worked in various positions including at Mutual of Omaha Insurance Company and served as a Social Media Coordinator for 515 Therapy & Consulting. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, delivering managed solutions primarily through a platform relationship with Envestnet and using Pershing as custodian.

Michael Gross is a financial advisor at Madison Partners in Phoenix, AZ, holding the CFP® designation with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Charles Schwab, where he worked for over two decades. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, fiduciary approach focused on long-term portfolio construction with a range of investment vehicles including ETFs, mutual funds, and alternative investments.

Jerry Hurt is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Mutual of Omaha Investor Services, Inc. since 2018 and previously worked at Foundational Financial Partners, LLC and several other firms. Outside of his advisory role, he serves as treasurer for a condominium community in Scottsdale, reviewing budgets for board approval. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily delivered through third-party platforms and managers.

Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Zachary Miller is a Series 65 licensed advisor at AWM Capital, LLC with six years of industry experience. He has worked at AWM Capital since 2020 and serves as Treasurer for the NFLPA Phoenix Former Players Chapter. Additionally, he manages ZJM, LLC, a holding company for passive investments in private companies. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, incorporating mutual funds, ETFs, individual securities, third-party separate account managers, and private placements as appropriate.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Cody Strietzel is an advisor at Mutual of Omaha Investor Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Mutual of Omaha, he held positions at Sutter Homes Co., JITA Contracting Inc., and served with the Durango Fire Protection District. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet and Pershing platforms.

Christopher Erblich is a financial advisor at TFO Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TFO Wealth Partners since 2010. In addition to his advisory role, Erblich is a partner at the law firm Husch Blackwell LLP, specializing in estate planning. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios primarily consisting of mutual funds and ETFs, with systematic rebalancing and tax-aware strategies.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, AZ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kyle Walters is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Northern Trust Securities since 2022 and previously held roles at Edward Jones and E*TRADE Capital Management and Securities. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios including Separately Managed Accounts and Fund Strategist Portfolios delivered via the Fidelity Managed Account Xchange platform.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

David Hoffman is a financial advisor at Dynamic with two years of industry experience. He holds a Series 65 designation and has worked at firms including Forthright Capital Partners LLC and JP Morgan Chase. Outside of advisory work, he serves as a mortgage advisor helping clients secure financing for real estate. 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 places emphasis on supporting other advisers through technology, compliance, and sub-advisory services.

Charles Bruening III is a CFP® and CFA® with 14 years of industry experience. He has been with Stoker Ostler Wealth Advisors in Scottsdale, AZ since 2006. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, ongoing due diligence, and long-term holdings, and operates as a wholly owned subsidiary of BMO Financial Corp., leveraging affiliated trust, banking, and research resources.

Norman Anderson is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has prior experience with Chalice Wealth Advisors, Chalice Capital Partners, and First Allied Advisory Services. Outside of investment advisory, he engages in fixed life insurance and tax strategy marketing activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Christopher Tedesco is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at The Vanguard Group and independent contracting with the PGA Tour. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation through model portfolios with third-party managed programs, mutual funds, ETFs, and selective private placements, supported by multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Anthony Fischetti is a CFP® professional affiliated with Dynamic in Phoenix, AZ, with five years of industry experience. His work history includes roles at The Vanguard Group, Inc. and KForce Inc, among others. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, while also supporting unaffiliated registered investment advisers. The firm uses a long-term, client-specific portfolio approach and places emphasis on providing integrated technology, operational support, and sub-advisory services to other advisers.

Karen Longo is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and 28 years of industry experience. She has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2014. Outside of her advisory role, she is involved with Management Affiliates International, Inc., a business entity related to investment activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, customizing portfolios to clients’ objectives, risk tolerance, and tax considerations.

Dennis Zaderaka is a financial advisor with Sequent Planning, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at The Bottom Line Wealth Management Ltd. and Securities America Inc. He is also involved in life insurance sales. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.