Reed Austin is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Universal Wealth Management LLC, The Leaders Group Inc, and RMA Capital LLC. Outside of his advisory role, Reed serves as a Regional Vice President in annuity marketing services and is an investor in an e-commerce business selling products on Amazon. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and they incorporate third-party sub-advisers and custodians in their investment process.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advisory work, he is involved in consulting for the cannabis industry and conducts investment opportunity due diligence through his own businesses. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Trey Holman is a financial advisor at Creativeone Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creativeone Wealth in 2025, he founded and continues to work at Holman Wealth Management, where he also engages in insurance sales and services. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, including ETFs, mutual funds, options strategies, and private investments.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Timothy Whipple is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Suncrest Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he also operates Timothy Whipple, PLLC, an enterprise he has maintained since 2016. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm integrates legal and accounting services through affiliated professionals and utilizes a combination of fundamental, technical, and modern portfolio theory in its investment analysis.

Robert Soules is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has previously worked at Key Retirement Solutions and Bankers Life Advisory Services, Inc. Outside of his advisory role, he is involved in insurance sales focused on Medicare-age individuals. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a range of asset-allocation strategies and third-party platforms.

Sheena Oberoi is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Winthrop Wealth. Her background includes roles at LPL Financial and Unified Wealth Management, along with involvement in real estate and tax preparation businesses. She also works as a group fitness instructor at DMB Sports Clubs. Winthrop Wealth provides investment management, financial planning, and wealth management services to a diverse client base that includes individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment approach that integrates in-house management with third-party sub-advisers and focuses on tax-managed and systematic strategies.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Martin Bender II is a CFP® with 29 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. His prior roles include positions at Fidelity, Accelerated Capital Group, and Ashton Thomas Private Wealth LLC. Outside of his advisory work, he serves as secretary for a local bowling league in Mesa, AZ. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm offers customized investment management and financial planning services, employing a strategic asset allocation approach based on Modern Portfolio Theory.

Deborah Bishopp is a CFP®-certified financial advisor with 37 years of industry experience. She is currently affiliated with Gradient Securities, LLC and Impact Wealth Advisory, PLLC, where she has held leadership roles since 2015 and 2018 respectively. Bishopp is also involved in business networking through a membership committee role with Business Network International. Gradient Securities, LLC, operating as Gradient Wealth Management, provides non-discretionary financial planning, consulting, and asset management services to individuals and institutional clients. The firm utilizes third-party managers and offers ERISA plan services, combining advisory and broker-dealer activities with a broad network of affiliated entities.

Timothy Amen is a CFP®-designated financial advisor at Brighton Jones LLC with 19 years of industry experience. He has worked at Brighton Jones since 2012, following roles at Schwab Wealth Advisory and Charles Schwab. Outside of his advisory role, he performs part-time data entry work from home. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering and OpenPlan platform. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management alongside financial planning, tax preparation, and family office support.

Sergio Mejia is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ICMA-RC Services, Pruco Securities, Nationwide Investment Services, MassMutual, and Unum. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, education, recordkeeping, and Guided Pathways Advisory Services, using investment advice developed by Morningstar Investment Management and supporting over 40,000 participants through a multi-team advisory structure.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

Skene Black is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Heffernan Financial, Osland Financial Group, Charles Schwab & Co., Inc., Wells Fargo, and Northwestern Mutual. Outside of finance, he was involved with Venezias Pizzeria for four years and worked with the Arizona Referee Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm employs a range of investment strategies and offers both customized and model-based account solutions.

Joshua Smith is a financial advisor with Silver Oak Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America, Inc. and community-related involvement with organizations like Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and Strategist models with operational features such as ongoing model monitoring and automatic investment processes.

Kelley Belmonte is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and World Equity Group, Inc. Belmonte also owns rental property that she occasionally rents to friends and family. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Bert Goldberg is a financial advisor at Lifemark Securities Corp. with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Lifemark since 2007. In addition to his advisory role, he has worked as an independent insurance agent since 1972, focusing on life, disability, and health insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of investment programs tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.