Brian Bowen is a financial advisor at Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over two decades before roles at TD Ameritrade and a brief period of unemployment prior to joining Dynamic. Dynamic serves a diverse range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, while also supporting unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, sub-advisory support, and technology solutions for other advisers.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Cherie Jolly is a financial advisor at Dynamic with 22 years of industry experience and holds a Series 66 designation. Her career includes roles at Cavanal Hill Investment Management, BOK Financial Securities, and PNC Managed Account Solutions, among others. She is based in Phoenix, AZ. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and offers a range of investment management and advisory services, with a notable focus on supporting other advisers through technology, operational support, and sub-advisory arrangements.

Patrick Kujawa is a financial advisor at Halbert Hargrove Global Advisors with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Halbert Hargrove since 2012, following prior roles at Denk Strategic Wealth Partners and O'Shaughnessy Asset Management. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, utilizing both qualitative and quantitative research to build diversified portfolios across various asset classes.

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.

Drew Griffith is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Galloway Asset Management, LLC for over 10 years. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a team of about 94 advisors. The firm provides a range of services including investment management, financial planning, and modular solutions for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and tactical adjustments.

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 designations and has 19 years of industry experience, including over 20 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm supports discretionary and non-discretionary portfolio management and conducts due diligence on third-party managers.

Michael Mazzella Jr. is a financial advisor at Dynamic with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mazzella Estate & Asset Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Mazzella also has an insurance agency business, Benefixx LLC, which he has owned since 2000. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and businesses, as well as other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction approach and provides a range of services such as portfolio management, financial planning, retirement plan services, and support for other advisers through technology, research, and sub-advisory arrangements.

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.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Erick Krosky is a CFP® with 25 years of experience in the financial services industry. He is currently a financial advisor at NWF Advisory Services Inc. and has previously worked at firms including Edward Jones and Merrill. Outside of advising, he assists in his family’s assisted living business, Bev’s Homes, providing support in business decisions and marketing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, financial planning, and retirement consulting services.

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.

Benjamin Campau is a financial advisor at The AmeriFlex Group with seven years of industry experience. He holds the Series 66 designation and has worked at firms including OSAIC, Sagepoint Financial, and Equitable Advisors. Campau has experience in both advisory and registered representative roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, using customized strategies delivered through model allocations and various manager relationships.

Jeffrey Wasson is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Northern Trust Securities, Inc. since 2016 and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. He is based in Scottsdale, AZ. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

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.