Theodore Meyer III is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Coventry Financial Group and Dynamic Wealth Advisors, and has operated Meyer Financial and Insurance Services, LLC, an insurance sales business, since 2006. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Christopher Kuzelka is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Capital Investment Advisors in 2024, he worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management through a structured, ETF-based model portfolio approach and offers specialized services including family-office style solutions, pension consulting, and executive compensation analysis.

Steven Conners is a financial advisor at CoreCap Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, and Morgan Stanley. Conners also operates Conners Wealth Management, where he is involved in insurance sales focused on life insurance, indexed annuities, long-term care insurance, and Medicare supplements. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management and financial planning services. The firm emphasizes a long-term, relationship-oriented approach and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and bonds, along with access to third-party sub-advisors.

Jason Buchanan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ. His prior roles include positions at J.P. Morgan Securities LLC and M.S. Howells & CO. Outside of advising, he is involved in managing a rental property. Ashton Thomas Private Wealth serves a diverse client base, including high-net-worth households, trusts, estates, employer-sponsored retirement plans, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering expanded family office services.

Daniel Moskow is a financial advisor at SeaCrest Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and uses both human review and artificial-intelligence tools to support investment decisions.

Karen Mcdade is a CFP® professional with 34 years of industry experience, currently serving as an investment adviser representative at Ashton Thomas Private Wealth in Scottsdale, AZ. She has worked at several firms, including M. S. Howells & Co. and Geneos Wealth Management, and has been affiliated with Ashton Thomas entities since 2016 across multiple roles. 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 utilizes a diversified approach that includes mutual funds, ETFs, independent managers, and specialized strategies such as options and cryptocurrency exposure, supported by its Amplify Platform and sub-adviser relationships.

Christopher Hoerchler is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at Galloway Asset Management, LLC and Cetera Advisors LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across around 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an Investment Management Team.

Jill Facarazzo is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Sequent Planning since 2020 and has also been affiliated with Alphalight Capital and Futurity First Insurance Group since 2020. Outside of advisory roles, she provides customer service for insurance products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of advisers who utilize a mix of firm-developed models, third-party managers, and customized allocations.

Darren Kennon is a financial advisor at PFG Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Planners, Securities America Inc, and LPL Financial. He has managed his own advisory business since 1995 and has concurrent roles at Forest Home LLC and Truwest Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs, supported by multiple marketplace platforms and strategic industry relationships.

Alena Boucek is a financial advisor at Brighton Jones LLC with three years of industry experience. She holds a Series 65 designation and has worked at Brighton Jones since 2021. Her prior roles include positions at VotingSmarter and VIP Mortgage. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, family office support, and access to private and public investments.

Erik Pedersen is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities Inc., Principal Life Insurance Company, and Axa Advisors. Outside of his advisory work, Pedersen is owner of Epic Holistic Partners, a separate business based in Scottsdale. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, providing both wrap and non-wrap solutions with customized strategies tailored to client profiles.

Matthew Donley is a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Donley has also held positions outside the financial sector, including roles in education and distribution companies. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios tailored to clients’ needs and supported by in-house tax and estate planning specialists.

Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

William Gerlach is a Series 65 licensed advisor at Trajan Wealth, L.L.C. with one year of industry experience. Prior to joining Trajan Wealth in 2026, he held positions at Foundations Investment Advisors, Northern Trust, and Northwestern Mutual. His background includes diverse roles outside finance, including work at Grand Canyon University and the Alaska Rock Gym. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and tax situations while integrating private-market investments and coordinated planning with affiliated tax and estate professionals.

Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. He holds Series 63 and Series 65 credentials and has been working in the industry since 2023. His prior experience includes roles at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm manages approximately $518 million in client assets and employs a range of investment strategies, including discretionary portfolio management and oversight of held-away accounts through third-party providers.

Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, offering both direct management and access to third-party programs.

Tobin Short is a financial advisor at Transce3nd LLC with two years of industry experience and holds a Series 66 designation. He has previously worked at Equitable Advisors and Heroes Financial Group LLC, and served in the United States Navy. Outside of advisory work, he is involved in life insurance and health insurance sales and services. Transce3nd LLC (marketed as e3 Wealth) serves a diverse clientele including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and commonly implements portfolios through third-party models and money managers.

Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, with 18 years of industry experience. He holds Series 65 and Series 66 licenses and worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for 14 years prior to joining Crewe Advisors in 2022. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and insurance company clients. The firm employs a diversified investment approach that integrates fundamental, technical, and quantitative analysis and offers discretionary account management guided by documented Investment Policy Statements.

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. for five years. Outside of finance, he has served as a direct support provider assisting individuals with special needs and operates a small e-commerce business reselling clothing and shoes. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and consulting services, combining strategic asset allocation with tactical and security selection processes.

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.