Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, with 17 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for 14 years. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis and offers discretionary management with documented risk tolerance through an Investment Policy Statement.

Danny Murego is a financial advisor at SEIA with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. from 2021 to 2026. Outside of advising, he has a role as a direct support provider assisting individuals with special needs and operates a small e-commerce business reselling clothing and shoes. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages a majority of assets on a non-discretionary basis, distinguishing it from many peers.

Mark Herding is a CFP® with 33 years of experience in the financial services industry. He has worked at Harbour Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research. Herding also operates as an independent insurance agent under Camelback Wealth Consultants and serves as a Merit Badge Counselor for the Boy Scouts of America in Phoenix, AZ. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Mark Rogers is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various roles within the USAA organization since 2016, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, using phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Cohan is a financial advisor with CoreCap Advisors in Scottsdale, AZ. He holds the ChFC® designation and Series 63 and 65 licenses, with one year of industry experience. Prior to joining CoreCap Advisors, he has been involved with RJP Estate Planning since 2013, where he provides estate planning services and introduces new clients to financial advisory services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Christian Nelson is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Money Concepts Capital Corp from 2017 to 2024. Outside of his advisory role, he is involved in a startup focused on air filtration technology, serving as secretary and providing general administrative support. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies based on client objectives and risk tolerances.

Robert Berry is a financial advisor with Momentum Independent Network Inc. in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 38 years of industry experience, including prior roles at NTB Financial Corporation and Port Securities, Inc. Momentum Independent Network serves a diverse client base through advisory and brokerage services, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Theresa Krueg is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has previously worked with Dynamic Wealth Advisors under its Hanai and Renatus Private Wealth Advisors brands, as well as Autus Asset Management. Theresa manages her advisory business through Krueg Enterprises LLC for tax purposes. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a range of services including portfolio management, financial planning, retirement plan services, and extensive support for other advisers through technology platforms and sub-advisory relationships.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

Scott Elisha is a financial advisor at Perigon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Perigon since 2014. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client’s objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

William Sosniecki is a financial advisor at Perennial Financial Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and Lockton. He is also involved with Loan Factory, Inc. outside his advisory work. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Craig Connolly is a financial advisor at The Partners Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCF Investment Advisors, Inc. and RDX Flex, LLC. Outside of advisory roles, Connolly is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed models with third-party managers, supported by the mandatory Amplify Platform for trading and oversight.

Kristin Rathjen is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience and has been with Wedbush Morgan Securities since 2001. Outside of her advisory role, she is a partner in a handmade cards and invitations business and contributed to the overhaul of the PFP certification test for the AICPA. 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 multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

Ryan Lovett is a CFP® with 15 years of experience in financial advisory. He is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & Co., PeachCap, Accelerated Capital Group, and Gentry Wealth Management. Outside of his advisory work, he has a minority ownership interest in a local convection business, Kelli's Kupcakes, LLC. 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 platform model incorporating multiple investment strategies and sub-advisers, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary consulting.

John Glaudel is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at SECURITIES AMERICA, Inc. and Elemetal Direct. In addition to his advisory role, he is an insurance producer offering life insurance products through Phillips Financial Management. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and utilizes tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerances, and tax considerations.

Sabina Valic is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 license and 24 years of industry experience. She has worked at firms including Scottsdale Capital Advisors and Securities America, Inc. Outside of finance, she teaches ballet at Master Ballet Academy and is affiliated with the Yen-Li Chen Ballet School. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios, third-party managers, and a focus on macro allocation using index-based ETFs combined with fundamental, technical, and cyclical analysis.

Guadalupe Camargo is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. Prior to joining Diversify, Camargo worked at Thrivent Advisor Network LLC and Perspective Financial Services LLC, where they spent 18 years. Diversify Wealth Management offers 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, incorporating due diligence on third-party managers and a range of investment vehicles tailored to clients’ objectives.

Tanner German is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience and holds a Series 65 designation. He has worked in various roles including investment advisory and real estate sales, and is also involved in marketing services through GolfCourseHomes.com, LLC. Additionally, he provides web design and development consulting through DaVinci Digital. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.