Grant Twogood is a CFP® professional with eight years of experience in financial advising. He is currently affiliated with EverSource Wealth Advisors, LLC and has prior experience with Equitable Advisors and Axa Advisors, LLC. His background also includes a role at Grand Canyon University. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2020 and has been associated with Capital Choice Financial Services since 2018. Outside of his advisory role, Walsh serves as president of AZ Cash Coach, a budget coaching and counseling business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, fixed income, and selective use of options or short sales.

Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment programs and strategies tailored to client goals and risk tolerance.

Chase Gelardi is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. His prior experience includes roles at Goldman Sachs and The Vanguard Group, INC. There are no additional outside activities noted. Meridian Wealth Management, LLC is an SEC-registered advisory firm that serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and regular portfolio reviews.

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Jose Garza is a CFP® with 19 years of experience in the financial services industry. He is currently with Simplicity Wealth and Juniper Wealth Management, having previously worked at firms including Charles Schwab, JP Morgan, and Strategy Financial Group. His work history spans various roles across wealth management and securities firms. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, maintaining discretionary authority over many portfolios and offering a range of advisory and technology services to advisers.

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Nicholas De La Vara is a CFA® charterholder with six years of industry experience, currently serving as a wealth advisor at Ashton Thomas Private Wealth. His career includes roles at The Vanguard Group and M. S. Howells & Co, among others. In addition to his advisory work, he is active as a real estate agent with Homestart (Helios Realty Team) in Scottsdale, Arizona. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager platform approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies such as options and selective cryptocurrency exposure.

Shannon Larson is a financial advisor at Dynamic with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, Inc., and Berthel Fisher & Company Financial Services, Inc. Outside of her advisory role, she is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans, offering portfolio management, financial planning, and sub-advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support and technology solutions for other advisers.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.

Kurt Cretors is a financial advisor at Advisory Solutions Group with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. In addition to his advisory role, he owns and manages Optimized Business Transitions, LLC, a firm that assists business owners with planning and executing business transitions. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms through financial planning, consulting, portfolio management, and turnkey business services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and provides both discretionary and non-discretionary portfolio management.

Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Christopher Kuzelka is a CFP® professional with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2024. He previously worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services through a centralized, structured investment platform with access to private investment solutions and specialized in-house planning resources.

Steven Conners is a financial advisor at CoreCap Advisors with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated entities since 2016. Additionally, he operates Conners Wealth Management, Inc., where he is involved in insurance sales including life insurance, indexed annuities, long-term care insurance, and Medicare supplements. He also participates in efforts to provide basic life insurance through ventures like Legacy Life and Digital BGA. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach that includes mutual funds, ETFs, individual equities, bonds, and selective use of options or short sales.

Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.

Daniel Moskow is a financial advisor at SeaCrest Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and uses both human review and artificial-intelligence tools to support investment decisions.

Karen Mcdade is a CFP® professional with 33 years of industry experience, currently serving at Ashton Thomas Private Wealth. Her prior roles include positions at Thrive Planning LLC and M. S. Howells & Co. She is also affiliated with Ashton Thomas Insurance Agency. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, utilizing a range of strategies and third-party managers through its Amplify Platform.

Jill Facarazzo is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Sequent Planning since 2020 and has also been affiliated with Alphalight Capital and Futurity First Insurance Group since 2020. Outside of advisory roles, she provides customer service for insurance products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of advisers who utilize a mix of firm-developed models, third-party managers, and customized allocations.