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.

Robyn Kreuer is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Verus Capital Partners and Securities America, Inc. since 2013. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios that consider client objectives, risk tolerance, and tax factors.

Brett Fallon is a financial advisor with The AmeriFlex Group in Tempe, AZ, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting using various wrap and non-wrap solutions and conducts ongoing monitoring with regular client reviews.

Louis Priebe is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at PFG Advisors since 2019. Prior to this, he worked at Gordon Asset Management and Private Wealth Advocacy. Outside of his financial advisory role, he is a financial advocate for Apogee Physicians, a physician-focused hospitalist group. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing, and supports a distributed advisor network with multiple strategic platform and referral arrangements.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Michael Renner is a financial advisor with Capital Analysts holding Series 63, Series 65, and Series 66 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 1999, and has been self-employed in the financial sector since 1967. Outside of advising, he is involved in the sales and service of fixed insurance products and Medicare supplements through his roles in related insurance entities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team that utilizes proprietary screening tools and supports customized client solutions.

Daniel Murphy is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Asset Preservation Tax & Retirement Services and Murphy Financial Solutions. Outside of his advisory role, Murphy is involved as a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments through a large network of affiliated offices.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Scott Knutson is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, he manages ranch operations through Budger Enterprises, LLC, and Shields Valley Land and Cattle, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diversified investment approach that includes mutual funds, ETFs, independent managers, and alternative strategies, supported by its Amplify Platform for program manager access and model design.

Charles Rainey is a financial advisor at PFG Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group, Inc., Osaic Wealth Inc., and United Planners. 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 involves the use of model portfolios and third-party managers, emphasizing macro allocation and index-based ETFs, supported by routine monitoring and rebalancing.

Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies and advisor-level fee arrangements.

Sean Rawlings is a financial advisor with Lifeworks Advisors, LLC in Scottsdale, AZ. He holds a Series 66 designation and has five years of industry experience. His background includes roles at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines planning-based and risk-based investment approaches using diversified funds, independent managers, and AI-supported research, while maintaining close operational integration with tax and accounting capabilities uncommon among multi-team advisory firms.

Brooks Crandell is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is active as a photographer selling prints, serves as an assistant coach for a school mountain biking team, and is a board member of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment strategies and third-party platforms to tailor client portfolios.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Kurt Petricek is a financial advisor at Zacks Investment Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guggenheim Funds Distributors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through its extensive wholesaling and model business.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs both model-based and manager-driven investment strategies and is affiliated with UMB Bank, offering a range of fixed income and equity investment solutions.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. His previous roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. 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 offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Cyrus Baravati is a CFP® with 13 years of experience in the financial services industry. He currently serves at Concurrent Investment Advisors, LLC and The Wealth Stewards, where he holds the role of Wealth Strategist. His prior experience includes roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, utilizing a primarily long-term, portfolio-driven investment approach with a range of investment vehicles and third-party platforms.

Randall Lee is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley and Mercer Global Advisors, among other roles. Lee is also involved with Ashton Thomas Private Wealth, LLC as an investment analyst. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients. The firm offers various investment programs and retirement plan consulting services, serving individuals, business entities, trusts, estates, and charitable organizations through a team of 18 advisors across six offices.