Kyler Fuhriman is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at E*TRADE Securities and Goldenwest Credit Union. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm focuses on personalized investment policy statements and employs a diversified investment approach that includes tax-aware techniques and both discretionary and non-discretionary mandates.

Nicholas Gleisner is a financial advisor with Calton & Associates, Inc. in Mesa, AZ, holding a Series 66 designation and three years of industry experience. He has worked extensively with PricewaterhouseCoopers in various global and advisory roles and currently provides consulting services related to the potential sale of private businesses, leveraging his background in M&A and accounting. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and access to a range of investment strategies, including direct management and third-party sub-advisers.

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.

Dillon Hall is a financial advisor at Realta Investment Advisors, Inc. based in Chandler, AZ, holding Series 65 and Series 63 licenses with 11 years of industry experience. Prior to joining Realta in 2025, he worked at Arkadios Wealth Advisors and Carmona Wealth among other firms. Outside of his advisory role, he serves as Vice President at Perch Wealth, assisting clients with investment recommendations. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies while offering a range of portfolio management and retirement-plan consulting services.

Ryan Hanninen is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bright Wealth Management and self-employment. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, applies model portfolios with an asymmetric rebalancing approach, and offers various advisory and sub-advisory services through a large network of affiliated offices.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. PFG Advisors offers 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.

Kerri Brutto is a financial advisor at NFSG Corporation with 24 years of industry experience. She holds a Series 66 designation and has been with Newbridge Securities since 2010. Outside of her advisory role, Brutto is a licensed REALTOR and practices estate planning law through her own firm. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently utilizes third-party asset managers.

Michael Floyd is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Sun Valley Advisory, PWA Partners, and Bayntree Wealth Advisors. Outside of advisory roles, he is managing partner of Prospect Estate Planning and PWA Partners, and works as a retirement counselor at Five Pathways Financial, focusing on insurance and estate planning services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that combine proprietary models with third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital assets.

Michael Bargetto is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and one year of experience in advisory roles. Prior to joining Clear Creek, he worked at Legacy Wealth Management, LLC and Axiom Wealth Solutions, LLC. Outside of his financial career, he has experience with Cal Fire and manages a real estate investment business. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm uses a diverse range of investment strategies and emphasizes individualized account supervision with regular reviews and rebalancing.

Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 and previously spent a decade as a student. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Ashley Seeger is a financial advisor at PFG Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach features model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple marketplace platforms.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing for eight years. She serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth clients, as well as institutional investors such as corporations and charitable organizations, offering tailored investment management through discretionary and non-discretionary programs. The firm employs a variety of investment strategies and provides ongoing portfolio monitoring and review.

Alexander Vander Henst Huerta is a financial advisor with Foundations Investment Advisors LLC based in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Capital Insight Partners, LLC, Charles Schwab, Cerritos College, YMCA, and Harbor House. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios, and offers services through a large network of affiliated offices and representatives.