Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

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® with 23 years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners. He has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.

David Davodi is a financial advisor with Capital Analysts in Phoenix, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Lincoln Investment, Pruco Securities LLC, The Prudential Insurance Company of America, Perspective Financial Services LLC, and JP Morgan Securities LLC. He is also the owner of Cornerstone Financial Services, a marketing business related to the investment field. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house investment management and research team that employs proprietary screening processes.

Jeffrey Juniper is a financial advisor with Simplicity Wealth based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with multiple ventures, including owning and operating Strategic Personal and Business Insurance Solutions, which has provided life insurance and annuity services since 1995, and serving as president of Protect R World, Inc., a company specializing in micro security devices and public communication platforms for law enforcement. Simplicity Wealth serves a diverse client base including individual and 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, and offers a managed account platform with discretionary portfolio management, third-party manager oversight, and technology-driven solutions for advisers.

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 financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and previously worked at Schwab Wealth Advisory Inc. and Van Eck Associates Corporation. Moors & Cabot provides investment advisory and related services to a broad range of clients, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches such as fundamental, technical, quantitative, and asset-allocation methods to implement client strategies.

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 financial advisor at Kingswood Wealth Advisors, LLC in Scottsdale, AZ, with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Outside of her advisory role, she is active as a notary involved in estate trust delivery and discussion. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, including high-net-worth investors and retirement plan sponsors. The firm offers portfolio management, financial planning, and consulting services, operating an open-architecture platform that incorporates both affiliated and unaffiliated third-party managers.

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 with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill prior to joining Simplicity Wealth. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios, discretionary management, and services such as tax optimization and customized investment screening, alongside technology and operational solutions for advisers.