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 at SEIA with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2024 and has experience with Dinan & Company and Severin Investments LLC. He is based in Phoenix, AZ. SEIA is an SEC-registered, multi-team advisory firm serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and offers a range of non-discretionary and discretionary 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 with 12 years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at Robert Baird & Co., Wells Fargo Clearing, and Saratoga Capital Management LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction, utilizing ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

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.

Aaron Brodt is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. His work history includes roles at Amplify Financial, Amplify Technology, Peachtree Capital Corporation, and GFA Wealth Design. Outside of advising, he is a member and owner of GFA Wealth Design, an insurance sales business. 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 employs a multi-strategy approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, alongside options and selective cryptocurrency exposure, supported by its Amplify Platform.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. Welch was previously involved in an LLC related to fixed index annuity commissions, which has since been closed. Moors & Cabot serves retail and high-net-worth individuals, as well as institutional clients, offering investment management, financial planning, and consulting services tailored to client objectives and risk tolerances. The firm combines active portfolio management with broker-dealer and insurance activities and provides access to third-party sub-advisors and a range of financial products.

James Burgett is a financial advisor with The AmeriFlex Group in Phoenix, AZ, holding a Series 66 license and six years of industry experience. Prior to joining AmeriFlex, he held roles at multiple firms including Harris Mathias Wealth Management and Cambridge Investment Research. Outside of his advisory work, Burgett is involved with Scott Harris Financial Group PLLC, providing consulting and coaching services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations.

Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives and risk tolerance.

Christopher Lutzel is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012. Lutzel is also involved as a managing member of Sonoran Creek Wealth Advisors, LLC, focusing on financial and estate planning. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Marks is a CFP® professional with 12 years of industry experience, currently serving at Summit Wealth Group in Scottsdale, AZ. His prior work includes roles at Commonwealth Financial Network, Merrill, and Equitable Advisors. He is also the owner of Fore Right, LLC, a private entity established for personal tax purposes, and a co-owner of Summit Advisor Marketing, LLC, a marketing company. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing around $2.3 billion in assets. The firm provides integrated wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans using discretionary portfolio management and various investment approaches.

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Raymond James Financial Services, Inc. for 16 years. Outside of advisory work, he is involved in several business ventures, including ownership of support companies and serving as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies with flexibility for shorter-term trading, using diversified portfolios and a combination of discretionary and non-discretionary management, often implementing strategies through independent managers and third-party platforms.

Tyler Soria is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential. He began his advisory career in 2026 and has prior experience in logistics and fitness industries. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, employing a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises LLC. 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, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.

Curtis Smith is a Series 66-credentialed financial advisor at Avior Wealth Management, LLC in Scottsdale, AZ, with 22 years of industry experience. His career includes roles at firms such as Raymond James Financial Services and Wells Fargo Investments. He is also the owner of Clearview Financial Group LLC. Avior Wealth Management serves a diverse client base including individuals, institutions, and banks, offering investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and utilizes both direct portfolio management and separately managed account models.

Jay Klavene is a financial advisor at USAA Investment Services Company with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining USAA, he worked at firms including Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

James Cannon is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63, Series 65, and Series 66 registrations and bringing 15 years of industry experience. He has been with Dynamic Advisor Solutions LLC since 2008 and is a manager of RIA Partners Group, LLC. Additionally, Mr. Cannon owns 4% of Aculis Inc., a company developing AI applications for the wealth management industry, in which he has minimal involvement. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach while providing technology, operational, and compliance support to other advisers.

Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.