Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has been with Dynamic Wealth Advisors since 2016. Prior to joining Dynamic, she worked at ANCHOR Compliance Support, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers a range of portfolio management and advisory services, emphasizing a client-specific, long-term investment approach and also provides support and technology solutions for other advisers.

Patrick Kujawa is a financial advisor at Halbert Hargrove with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Halbert Hargrove Global Advisors since 2012. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to guide investment decisions across a range of asset types and offers additional client reporting and a digital advisory platform for smaller or automated accounts.

Chrysta Andrade is a financial advisor at Root Financial Partners with three years of industry experience and holds a Series 65 credential. She previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Andrade serves as a board member for Domestic Violence Control Alt Delete, a nonprofit organization involved in fundraising and community support activities. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk tolerance, and offers educational programs and specialized portfolio management options.

Patrick Eng is a financial advisor at Diversify Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Perspective Financial Services, LLC for 17 years and at Thrivent Advisor Network LLC dba Perspective Financial Services for one year. 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 and offers services such as financial planning, family office and corporate consulting, and portfolio management using a variety of investment vehicles.

Winston Waring is a financial advisor at The AmeriFlex Group with six years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Cambridge Investment Research, Principal Life Insurance Company, and LPL Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using various asset allocation models and discretionary or non-discretionary manager relationships.

Dimitri Sandeman is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a tenure at Wedbush Securities since 2006. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and brokerage solutions.

Michael Mazzella Jr. is a ChFC® with 42 years of industry experience and serves as an advisor at Dynamic. His prior work includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also involved with Benefixx LLC, an insurance agency. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and support services for other advisers, emphasizing a long-term, client-specific investment approach and technology-driven outsourcing solutions.

Victor Pereboom is an investment advisor with The AmeriFlex Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. His career includes roles at Cambridge Investment Research, Sagepoint Financial, and Securities America, among others. In addition to his advisory work, he operates a certified public accounting practice. 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 monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Michael Phillips is a CFP® with 15 years of industry experience, currently serving as an Investment Advisor Representative at Verus Capital Partners, LLC since 2017. He previously worked at Securities America, Inc. and J.W. Cole Advisors, Inc. Outside of his advisory role, Phillips prepares tax returns and is involved in term life insurance sales through Phillips Financial Services. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers discretionary management, financial planning, and pension consulting services.

Jeffrey Stegge is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential and three years of industry experience. Prior to joining Foundations in 2023, he worked at Asset Preservation Tax & Retirement and has been involved with Medicare Logic LLC since 2018, where he provides Medicare plan services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Kaitlin Desnoyer is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Cross State Financial Group, Crown Capital Securities, Bank of America, and Merrill. She also owns Omnivelis Financial, a Scottsdale-based financial advisory firm. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing 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 approaches, incorporating evidence-based models, artificial intelligence tools, and a wide range of model and alternative investment strategies.

Charles Morris is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently with Summit Wealth Group LLC and Purshe Kaplan Sterling Investments and has previously worked with Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and partial owner of family timber and sawmill companies. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach that integrates asset allocation, fundamental, technical, and quantitative strategies, often utilizing third-party money managers and sub-advised models.

Jeffrey Wasson is a Certified Financial Planner® with 27 years of industry experience, currently advising at Northern Trust Securities, Inc. since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm provides a variety of managed account solutions using both proprietary and third-party investment products, with a governance process that oversees model providers and reviews client portfolios at least annually.

Vincent Annable is a financial advisor at Transce3nd LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Realta Equities, Coastal Investment Advisors, and Center Street Advisors. Outside of his advisory role, he owns and produces the Your Money Manual podcast and is involved in consulting and educational activities related to endowment models and family office advisory. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, providing comprehensive investment management and financial planning services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis and accesses third-party managers through AE Wealth Management’s platform.

Alexandra Abraham is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 license with four years of industry experience. Her work history includes roles at Agent Legend, Zillow Group, and DripCatch. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a wide range of systematic strategies and alternative investment options.

Cade Roque is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at LPL Financial, Mutual of Omaha Investor Services, and Mutual of Omaha Insurance Company. Outside of his advisory role, Roque is involved in a martial arts business, Maracaba BJJ, based in Mesa, AZ. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers, managing $4.93 billion in discretionary assets. The firm employs a mixed analytical approach and provides a range of services including financial planning, retirement consulting, and access to LPL-sponsored advisory programs.

Samuel Gabrielson is a CFP® professional affiliated with Trajan Wealth, L.L.C. in Scottsdale, AZ, with nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. Gabrielson is also licensed to sell various insurance products and engages in insurance sales alongside his advisory duties. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and selective mutual funds, tailoring portfolios to client-specific risk tolerances and financial circumstances.

Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.

Cameron Grandpre is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Mutual Advisors, LLC. His prior experience includes roles at Fidelity Investments, Commonwealth Financial Network, and Hosler Wealth Management, among others. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans with a range of services including asset management and financial consulting, employing a mix of passive and active investment strategies tailored to client objectives.

Jagger Colarossi is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at The Vanguard Group, Inc. and UTC Aerospace Systems. Outside of advisory work, he is involved in insurance sales, dedicating part of his time to the sale of various insurance products. Trajan Wealth, L.L.C. serves individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ individual circumstances and coordinated planning involving affiliated tax and estate professionals.