Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Robyn Kreuer is a financial advisor at Verus Capital Partners, LLC with 15 years of industry experience. She has held positions at Merrill and Securities America, Inc. before joining Verus in 2013. Kreuer holds a Series 66 designation. Verus Capital Partners serves individuals, trusts, pension plans, and estates with fee-based advisory services, including portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to create customized investment strategies tailored to client-specific factors.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Kipp Goll is a CFA® charterholder with 21 years of industry experience. He has been with Parallel Advisors, LLC since 2022 and previously worked at Autus Asset Management, LLC for 18 years. 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 employs a diverse investment approach that includes fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. 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 implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Scott Knutson is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory role, Knutson manages ranch and land-related business activities through ownership and management roles in Montana-based enterprises. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach with discretionary and non-discretionary portfolio management, incorporating mutual funds, ETFs, independent managers, and alternative strategies through its Amplify Platform.

Sean Rawlings is a financial advisor at Lifeworks Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior work includes roles at WealthBound Advisors, MML Investors Services, and GoldBook Financial. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, employs a range of model strategies, and integrates tax and accounting capabilities alongside proprietary technology to support comprehensive client service.

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Kevin Williamson is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 16 years and Wells Fargo Investments, LLC for one year. Williamson has been with Parallel Advisors since 2023. 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 including fundamental, technical, and cyclical analysis, and employs technology platforms to manage tax-efficient rebalancing and held-away accounts.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. in Phoenix, AZ, holding a Series 66 designation with 13 years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Chase Investment Services Corp. Outside of her advisory work, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm utilizes multiple managed account programs and offers both discretionary and non-discretionary investment options, with a focus on integrating its affiliation with UMB Bank into its fixed-income and municipal advisory practices.

Randall Lee is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley and Mercer Global Advisors, among other roles. Lee is also involved with Ashton Thomas Private Wealth, LLC as an investment analyst. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients. The firm offers various investment programs and retirement plan consulting services, serving individuals, business entities, trusts, estates, and charitable organizations through a team of 18 advisors across six offices.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Jeff Burch is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. In addition to advisory work, he is involved in insurance sales. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and unique circumstances, and integrates advisory services with affiliated tax, estate, and insurance professionals.

Dylan Bowman is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Prospect Wealth Advisors. Outside of his advisory work, he owns an e-commerce business, Solwater Store, which sells consumer products online. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analysis.

Corey Goldstein is a CFP® professional with nine years of industry experience, currently serving as an advisor at SEIA. His career includes roles at Bank of America and Merrill from 2017 to 2024. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process that combines strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services.

Kiley Hein is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Kiley’s work history includes roles outside of finance such as positions at Village Bar and Grill and Brewed Awakenings Coffee Roasters. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and access to affiliated private investment funds and trust services.

Ronald Demers Jr. is a financial advisor at Madison Partners in Scottsdale, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert Baird & Co., Wells Fargo Clearing, Tandem Wealth Advisors LLC, and Saratoga Capital Management LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, fiduciary approach focused on long-term portfolio construction, employing ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers or model strategies as appropriate.

Lance Knight is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds the Series 66 designation and has worked at Ashton Thomas Private Wealth since 2018, with prior experience at firms including M. S. Howells & Co. Outside of his advisory role, Knight serves as chairman of the board for St. Jude’s Ranch for Children, a nonprofit organization. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, and family office services, using a range of investment strategies and platforms including mutual funds, ETFs, independent managers, and alternative investments.