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.

Samuel Gabrielson is a CFP® professional affiliated with Trajan Wealth, L.L.C. in Scottsdale, AZ, with nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., and The Vanguard Group. Gabrielson is also licensed to sell various insurance products and engages in insurance sales alongside his advisory duties. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and selective mutual funds, tailoring portfolios to client-specific risk tolerances and financial circumstances.

Kristine Lantz is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management Company, and M. S. Howells & Co. 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 offers portfolio management, financial planning, and retirement-plan consulting, utilizing a platform that incorporates mutual funds, ETFs, independent managers, and specialized strategies.

Jonathan Zweifel is a CFP® professional with 26 years of experience in the financial industry. He is affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, SagePoint Financial, and OSAIC. In addition to his advisory role, he serves as a college non-credit instructor and is a board member of a homeowners association. 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 manager selection, and retirement plan consulting, delivering tailored strategies through a network of advisory affiliates and multiple program platforms.

Jagger Colarossi is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and has also been involved in insurance sales during trading hours. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm employs a long-term, disciplined investment approach that incorporates stocks, ETFs, and mutual funds, while integrating tax, estate, and insurance planning in its service model.

Wayne Brunt is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Custom Financial Solutions, Change Path LLC, and Coventry Financial Group. Outside his advisory work, he serves as an independent agent involved in the sale of life insurance and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary portfolios and third-party managers, employing various analytical methods and offering a range of investment options including ETFs, mutual funds, and private investments.

Nicholas Kaiser is a CFP® professional with 11 years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2023. His prior roles include positions at Foundations Investment Advisors and Northwestern Mutual Investment Management. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also providing advisory services and technology solutions for other advisers.

Grant Twogood is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding CFP® and Series 66 credentials with nine years of industry experience. His work history includes roles at Twogood Financial Services, Inc, Equitable Advisors, Axa Advisors, LLC, and Grand Canyon University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment advisers. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and maintaining a private markets platform alongside sub-advisory and turnkey asset management services.

Reagan Rosalez is a financial advisor with Avantax Planning Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Round Two, and The Cove Bar & Grill. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and advisors, managing approximately $7.57 billion in assets across its advisors and clients.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at CoreCap Investments and CoreCap Advisors since 2020 and also serves as Regional Marketing Director at Capital Choice Financial Services. Outside of finance, Walsh is president of AZ Cash Coach, a budget coaching business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, typically long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Anastasia Pavlova is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and has held various roles in financial services and other industries. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a range of investment strategies and utilizes a platform model with access to third-party managers through its Amplify Platform.

Shanna Reed is a financial advisor at Maridea Wealth Management with 15 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Edward Jones. In addition to her advisory role, she owns BY HFS, a financial coaching business that offers tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a primarily long-term investment horizon, and integrates AI tools under human oversight to support research and administrative functions.

Roger Gleisner is a financial advisor at Calton & Associates, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2009. Outside of his advisory role, he owns Gleisner Consulting, a business providing accounting management services. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, and uses a range of analytical approaches to manage client assets, including firm-sponsored programs and third-party money managers.

Chase Gelardi is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Meridian Wealth Management since 2023 and previously spent 14 years at The Vanguard Group and one year at Goldman Sachs. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on IPS-driven, tailored advice primarily through equities, ETFs, mutual funds, and fixed income strategies.

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Jose Garza is a CFP® with 20 years of industry experience, currently serving at Simplicity Wealth in Scottsdale, AZ. His prior roles include positions at Juniper Wealth Management, Strategy Financial Group, Charles Schwab, JP Morgan, and TIAA-CREF. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, offering model portfolios that are regularly monitored and rebalanced.

Collin Rigler is a financial advisor with Ashton Thomas Securities, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates and RBC Capital Markets Corporation. He is also involved with Ashton Thomas Insurance Agency in the capacity of an insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a team of 18 advisors, managing approximately $1.86 billion for over 2,200 clients across six offices.

Nicholas De La Vara is a CFA® charterholder affiliated with Ashton Thomas Private Wealth in Scottsdale, AZ, with seven years of industry experience. Prior to his current role, he worked at firms including M. S. Howells & Co and Vanguard Group, Inc. He is also active as a real estate agent with Homestart (Helios Realty Team). Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through its Amplify Platform. The firm utilizes a range of investment strategies and maintains affiliations with specialized managers and sub-advisers.

Shannon Larson is a financial advisor at Dynamic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Dynamic Wealth Advisors, BFC Planning, and Berthel Fisher & Company Financial Services. Outside of his advisory role, he is involved with The HEFAR Group, which educates parents on college planning and financial aid. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm follows a long-term, personalized portfolio construction process and offers a range of services including portfolio management, financial planning, and support for other advisers through technology and sub-advisory relationships.

Jake Sierka is a CFP® professional with four years of industry experience currently advising at Perigon Wealth Management, LLC. Prior to joining Perigon, he held roles at Troon Golf, L.L.C. and the University of Arizona. Perigon Wealth Management specializes in customized investment advisory and wealth management services for individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios tailored to individual objectives and risk tolerance while utilizing independent managers and turnkey asset management programs as appropriate.