Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 credentials and 49 years of industry experience. He has been with Calton & Associates since 1994. Outside of his advisory role, he serves as a tour guide for Valor Tours, leading military history tours. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and sponsor wrap fee programs, managing accounts through firm-sponsored programs and third-party money managers using various analytical approaches.

Phillip Scavo is a CFP® and Series 66-registered advisor with five years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Charles Schwab & Co., Morgan Stanley, and Equitable Advisors. Outside of finance, he manages and performs in a music band. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fixed income, mutual funds, ETFs, and independent managers, while integrating technology for tax-efficient portfolio management and offering affiliated fiduciary services.

Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co., Inc., Knall/Cohen Investments, LLC, KSM Capital Advisors, LLC, and KeyBanc Capital Markets Inc. Cohen serves as an investment board member for Next Level Indiana. Sapient Capital LLC offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to create diversified portfolios, while also acting as an adviser and sponsor to private funds and sub-advisor to registered ETFs.

Scott Harris is a CFP® professional with 28 years of industry experience, currently associated with The AmeriFlex Group in Phoenix, AZ. His previous roles include positions at Principal Life Insurance Company and Principal Securities Inc., where he spent 13 years, as well as various advisory firms. He serves on the board of Ronald McDonald House Charities in Phoenix. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary or non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Jonathan Brackmann is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Axxcess Wealth Management and Arete Wealth Advisors in various roles since 2013. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, providing customized multi-asset portfolios and operational support for multiple third-party managers within single accounts.

Tyson Murphy is a financial advisor at Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. His work history includes roles at Ashton Thomas Securities, Schwab Wealth Advisory, and Charles Schwab. Prior to entering the financial industry, he had diverse experience in education and the food service sector. 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 employs a platform approach that integrates discretionary portfolio management, financial planning, and access to third-party managers, utilizing a variety of investment strategies across mutual funds, ETFs, independent managers, and specialist products.

Sergio Serrano is a Series 65-licensed financial advisor with Simplicity Wealth in Phoenix, AZ. He has been with Simplicity Wealth since 2026 and has prior experience at Simplicity Group and The Vanguard Group, Inc. Before entering the financial industry, he held roles at the University of California Merced and its campus bookstore. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers.

Zachary Gibson is a financial advisor at Ally Invest Advisors with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab & Co., Inc. and The Vanguard Group, Inc. Outside of his advisory role, he also provides transportation and delivery services through platforms such as Uber, Lyft, DoorDash, and Courial. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm uses model portfolios based on Modern Portfolio Theory and provides services ranging from automated investing to financial advisor-delivered personal advice.

Michelle Decker is a CFP® and holds a Series 65 license with 25 years of industry experience. She has been with Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ for 28 years. 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 emphasizes customized, diversified portfolios and employs tax-aware strategies within a personalized Investment Policy Statement framework.

Jay Gehrke is a Series 65-licensed financial advisor with 21 years of industry experience. He is currently with Waterloo Capital and previously worked at Avellie Wealth Management LLC and Cole Wealth Management, LLC. He sells insurance products, including life, health, and annuity contracts, when properly registered. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients with customized portfolio management and financial planning. The firm emphasizes long-term, strategic buy-and-hold investment approaches combined with ongoing monitoring and annual reviews.

Jeffrey Geiser is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2020 and was previously at Securities America, Inc for ten years. Outside of advisory work, Geiser is an author and owns a business called DavinciPad LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.

Donald Cuppy is a financial advisor with Parallel Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Autus Asset Management, LLC for 16 years before joining Parallel Advisors in 2022. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to support tax-efficient rebalancing and held-away account management.

Paul Mann is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Empire Wealth Advisors and AE Wealth Management. In addition to his advisory role, he is involved in licensed insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a client-tailored investment process documented in an investment policy statement.

Louise Willmering is a CFA® charterholder with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multi-disciplinary investment approach and is noted for advising private pooled vehicles and serving insurance company clients.

Lori Callahan is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

David Carroll is a financial advisor at Trek Financial with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with several firms, including Trusted Business Advisor Group and UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. Carroll also maintains various insurance appointments for fixed life, health, long-term care, and disability insurance. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating quantitative models, alternative strategies, and artificial intelligence tools under governance and human oversight.

Joseph Donti is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. His prior firms include AE Wealth Management, Solutions First Financial Group, and Priority Wealth Advisors. He is also the owner and CEO of Priority Financial and Insurance Solutions, Inc., which focuses on life insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® and Series 65-licensed advisor at Dynamic with six years of industry experience. He has been with Dynamic Wealth Advisors doing business as Oxford Financial Planners since 2020. Outside of his advisory work, he is a 50% owner of Allison Ragsdale Photography LLC, a business unrelated to investing. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses, as well as unaffiliated registered investment advisers. The firm employs a client-specific, long-term portfolio construction approach and offers a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support for other advisers.

Craig Tolzman is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2005 and previously spent 15 years with Schooner Financial Associates, where he is also a co-owner. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions with over $5.5 billion in client assets under management. The firm provides financial planning, portfolio management, and access to third-party money managers through traditional and wrap-fee programs, employing a variety of fundamental and technical investment strategies.