Wills Marcello is a financial advisor at Ashton Thomas Private Wealth with six years of industry experience. He has been with Ashton Thomas since 2019 and previously worked at VThree Solutions and Bspoke Investment Group. Marcello holds a Series 65 designation. 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 that uses third-party managers and sub-advisers and allocates client assets across mutual funds, ETFs, and alternative strategies including options and selective cryptocurrency exposure.

David Roberts is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Center Street Advisors, Inc and Montini and Farrah Tax Advisory Group. Outside of his advisory role, he operates Roberts Tax and Retirement Planning, where he provides retirement and tax planning services, conducts monthly Social Security seminars, and prepares tax returns. He also serves as an adjunct faculty member teaching business courses at Grand Canyon University. Arete Wealth Advisors offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and provides comprehensive portfolio management and retirement plan advisory services.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Edward Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Regal Investment Advisors LLC since 2012. He has provided business financial management consulting through an affiliation with BeanstalkCFO Group since 2007 and is a managing member of Lewis Family Racing Stables, where he co-manages a thoroughbred racing stable. Additionally, he serves as an advisory board member for a privately held business. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios with discretionary authority granted to implement and manage these strategies.

Michael Wilson is a financial advisor at Trajan Wealth, L.L.C. in Peoria, AZ, with nine years of industry experience. He holds a Series 65 designation and previously worked at MHCB Retirement Solutions, LLC. Outside of his advisory role, he is also licensed to sell various insurance products. 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 process tailored to client objectives and documented in an investment policy statement.

Nicholas Cvetanovich is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. In addition to his advisory duties, Nicholas acts as an insurance agent selling fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management and financial planning services, employing a tailored investment process based on fundamental, technical, and cyclical analysis.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Kestra in 2025, he worked for UBS Financial Services for 13 years. In addition to his advisory role, he serves as treasurer for two condominium associations and is a co-owner of Turas Wealth Partners, where he engages in financial planning and investment management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm oversees a broad range of investment products and platforms, emphasizing both discretionary and non-discretionary account management.

Michael Hinterlong is a CFA® charterholder with nine years of industry experience. He is affiliated with Cardinal Point Wealth Management and has previously worked at KeatsConnelly. Cardinal Point Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified, asset-allocation approach that combines low-cost, index-oriented core exposures with quantitatively screened satellite positions and tactical adjustments.

Yasemin Charles is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. She holds the Series 66 designation and also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Jodie Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at United Planners, SECURITIES AMERICA, Cue Financial Group, and Priority Financial RIA. She also acts in a fiduciary capacity as a power of attorney. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and maintains a distributed advisor network with multiple strategic platform and referral relationships.

Jeffrey Anderson is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Benefit Commerce Group 401(k) Advisors, Global Retirement Partners, and LPL Financial. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios with a focus on mutual funds, ETFs, equities, and fixed income, while also offering ERISA-focused plan services and participant education.

Reid Simpson is a financial advisor at IAMS Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at various firms including NEXT Financial Group and Personalized Financial. Outside of advisory work, he is involved in residential real estate sales in Arizona and is a founding member of GolfCourseHomes.com, a marketing service for real estate agents. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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.

Denise Mcguire is a CFP® professional with eight years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services and Well On Your Way. She is also involved with The Wealth Stewards, where she serves as a Practice Manager overseeing staff and managing client relationships. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach focused on aligning portfolios with client goals, risk tolerance, and tax considerations.

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® professional with five years of industry experience. She has worked at Wedmont Private Capital since 2022 and previously spent five years at The Vanguard Group. Outside of financial advising, she is an owner and partner at Mourning Sun, where she helps plan grief retreats and events. Wedmont Private Capital offers financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a primarily passive, tax-aware approach based on modern portfolio theory and is notable for its fixed-fee structure and selective use of specialized outside-manager strategies.

Bryson Blackwell is a financial advisor at Transce3nd LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Realta Equities Inc, Coastal Equities, and 1031 DST Group. Outside of advisory work, he is also active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on AE Wealth Management’s platform.

Noel Gerson is a financial advisor at Kovack Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors since 2017. Outside of his work at Kovack, Gerson manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions including life insurance and deferred income 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 range of clients including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement tailored portfolio strategies.

Allison Modrak is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at firms including Aw Securities, Allworth Financial, and Northwestern Mutual Wealth Management Company. Mission Wealth Management is a multi-team SEC-registered advisory firm serving primarily affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm emphasizes customized, long-term investment strategies and offers a range of services from financial planning to portfolio management using a variety of investment vehicles and third-party sub-advisors.