Bilal Lulu is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and one year of industry experience. Prior to joining Ashton Thomas, he held roles at KPMG, Deloitte, and RSM US LLP among other firms. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model using its Amplify Platform and allocates client assets across a variety of strategies including mutual funds, ETFs, independent managers, and sub-advisers.

Colin Horning is a financial advisor with UMB Financial Services, Inc. in Scottsdale, AZ, holding a Series 65 designation and nine years of industry experience. He has been with UMB Financial Services since 2016 and also serves at UMB Bank. Outside of his advisory role, he is a board member of the Scottsdale Aquatic Club, a youth swim organization. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs a combination of model-based and manager-driven strategies and offers access to a range of investment products including mutual funds, ETFs, and fixed income instruments.

Stacey Price is a Series 66-licensed financial advisor with Kingswood Wealth Advisors, LLC in Scottsdale, AZ, and has two years of industry experience. Prior to joining Kingswood in 2025, Price worked at Edward Jones for two years and has self-employment experience dating back to 2015. Outside of advisory work, Price is a notary who assists estate attorneys by delivering trusts and discussing associated assets. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates insurance-linked accounts through affiliated financial entities.

Lauri Grovich is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Concorde in 2024, Grovich worked at LPL Financial and VOYA Financial Advisors. Outside of advising, Grovich is active in local politics as a state and precinct committeeman for the Maricopa County Republican Committee, engaging in committee leadership and community outreach. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory and participant services.

Kelli Erickson is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 credential with 12 years of industry experience. She has been with Trek Financial since 2014 and also operates Erickson Accounting Services, LLC, an accounting and tax services business she has run since 1993. 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 combines strategic and tactical portfolio management using a variety of evidence-based models and artificial-intelligence tools, along with access to alternative investments and advanced hedging strategies.

Mary Harris is a financial advisor with The AmeriFlex Group based in Phoenix, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Harris Mathias Wealth Management and Cambridge Investment Research, Inc. She is also commissioned as a notary public. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered via model asset allocations, discretionary or non-discretionary manager relationships, and multiple custodians.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Grant Therrien is a financial advisor at Simplicity Wealth in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His career includes roles at Merrill from 2012 to 2023 and Morgan Stanley from 2023 to 2025. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and technology-driven services such as a managed account platform and back-office support for advisers.

James Mailliard is a financial advisor with Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes 17 years at Perspective Financial Services, LLC and a brief tenure at Thrivent Advisor Network LLC. 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, combining due diligence on third-party managers with the inclusion of alternative investments and options-based strategies tailored to client objectives.

Jeffrey Wilhelms is a financial advisor with Capital Analysts in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2010 and previously with MM Ascend Life Investor Services and Voya Financial Partners. In addition to advisory work, he is involved in fixed insurance sales and life insurance and fixed annuity products. Capital Analysts serves a range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed model portfolios, and retirement-plan advice through a nationwide network of independent representatives and an in-house investment management and research team.

Mohammed Alubaidi is a financial advisor at Principal Advised Services in Phoenix, AZ, with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Principal Financial Services and Empower Financial Services. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and is part of the Principal Financial Group family, enabling access to affiliated products and services.

Erin Goergen is a CFP® professional with 19 years of industry experience, currently serving with Dynamic since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an Independent Agent with Paid Direct for insurance and annuity products. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and practice-support solutions, emphasizing both client-specific investment strategies and support for other advisers through technology and outsourcing arrangements.

Michael Melby is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has held roles at OSAIC, Securities America, Foothill Securities, and has managed insurance sales for over two decades. Melby is also CEO, CFO, and CIO of Cue Financial Group, an SEC-registered RIA. PFG Advisors offers fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s approach combines model portfolios, third-party money managers, and macro allocation strategies, with services accessible through multiple marketplace platforms and integrated estate-planning tools.

Matthew Beebe is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career is primarily with John Hancock and affiliated entities, spanning roles since 2016. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm focuses on written, generally framed recommendations delivered by Investment Adviser Representatives, serving both non-high-net-worth and high-net-worth clients.

David Newby is a Certified Financial Planner™ with 16 years of industry experience. He is currently associated with Summit Wealth Group in Scottsdale, AZ, having worked there and with Commonwealth Financial Network since 2024. Prior to that, he spent six years at Jackson National Life Distributors LLC. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, employing various analytical methods and frequently utilizing third-party money managers and sub-advised models.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

David Maxey is a financial advisor at Trek Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Family Offices, LLP and Heritage Wealth Management, LLC. Maxey is also a licensed insurance agent and receives commissions on insurance products sold. 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 portfolio construction, incorporates advanced models and artificial-intelligence tools, and provides a broad range of model and alternative investment options.

Cynthia Medina is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. She has worked at Trek Financial since 2014 and also has longstanding roles at A&E Service and Sterilite. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services through a network of adviser representatives. The firm employs a blend of strategic and tactical investment approaches, utilizing various model strategies and artificial-intelligence tools under human oversight.

Jennifer Beals is a financial advisor at Ashton Thomas Securities, LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. for 12 years and Intrepid Financial Services, LLC for over 20 years. She also serves as Director of Operations at Ashton Thomas Private Wealth, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that manages approximately $1.86 billion for around 2,281 clients through a team of 18 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.