Robert Hammans is a financial advisor with AlphaStar Capital Management in Chandler, AZ, holding a Series 65 designation and one year of industry experience. He has experience in estate and annuity planning, including roles at Camelback Estate Planning and Family Tree Estate Planning, where he serves as owner and director of operations respectively. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and a range of investment strategies, offering services to over 8,400 clients with approximately $2.5 billion in assets under management.

Richard Boehm is a CFP® professional with 33 years of industry experience. He is currently with Winthrop Wealth and has held roles at Unified Wealth Management, Unified Tax Services, and LPL Financial. Boehm is also the founder and managing partner of Unified Wealth Management and spends part of his time preparing income taxes for individuals and businesses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations, offering integrated private wealth management with a long-term investment approach implemented through an Investment Committee. The firm utilizes a combination of internally managed strategies and third-party managers and provides tailored services for retirement plans and institutional accounts.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Euro Pacific Capital since 2014 and maintains involvement with Moore Masunas and Moore, a law firm. Outside of finance, he owns a sports complex focused on athlete training and is a co-founder of a drone-based spray cleaning business. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a notable emphasis on international investing and offers a combination of in-house management, third-party money managers, and sub-advisers.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Lee Mason is a financial advisor with Thrivent Advisor Network, LLC, based in Mesa, AZ. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Robinhood Financial, LLC, and PKS Investments. Mason also operated a business called Coyo Az Deliveries from 2022 to 2023. Thrivent Advisor Network serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in assets. The firm offers customized portfolio management, financial planning, and utilizes a range of investment strategies emphasizing low-cost diversified mutual funds and ETFs alongside other asset classes.

Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides 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, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Brennan Holmes is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Flex PWR and the University of Washington. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co. Inc. from 2016 to 2022. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and is involved with the Evergreen Chamber of Commerce in Kalispell, MT. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Aaron Vettraino is a financial advisor at United Planners Financial Services of America with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at M. S. Howells & Co and The Vanguard Group, Inc. In addition to his advisory career, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services primarily through independent representatives, managing approximately $12.77 billion in assets with a focus on non-discretionary accounts.

Vanessa Garcia is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and employs a non-discretionary approach, with investment decisions ultimately made by clients.

Yikedes Zerihun is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Zerihun worked at Charles Schwab & Co., Inc and held roles at Upgrade, Inc and eMerchantClub. Outside of finance, Zerihun serves as a judge for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority over client accounts.