Robert Hammans is a financial advisor with AlphaStar Capital Management in Chandler, AZ, holding a Series 65 designation and one year of industry experience. He has experience in estate and annuity planning, including roles at Camelback Estate Planning and Family Tree Estate Planning, where he serves as owner and director of operations respectively. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and a range of investment strategies, offering services to over 8,400 clients with approximately $2.5 billion in assets under management.

William Lyall is a Series 65 licensed advisor with nine years of experience, currently serving at Modern Wealth Management, LLC. He has worked at Galloway Asset Management, LLC since 2017 and previously had a 32-year career with the City of Tempe Fire Department. Lyall also serves as Vice Chairman of the United Arizona Firefighters Healthcare Trust. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with a centralized investment approach and a focus that includes public safety financial services.

Richard Boehm is a CFP® professional with 33 years of experience in financial advisory services. He is currently with Winthrop Wealth and has previously worked at firms including LPL Financial and Unified Wealth Management, where he was founder and managing partner. Outside of advisory roles, Boehm is involved with Unified Tax Services, preparing income taxes for individuals and businesses. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment approach and incorporates in-house management alongside third-party sub-advisers to implement systematic and tax-managed strategies.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Euro Pacific Capital since 2014 and is involved with Moore Masunas and Moore, a law firm, and MASUNAS Sports Complex, which provides athlete training services. He is also a co-founder and co-owner of The Eco Drone, a drone-based spray cleaning business set to launch in 2025. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles with a multi-team platform that emphasizes international investing, discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Lee Mason is a financial advisor with Thrivent Advisor Network, LLC in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Financial, PKS Investments, Robinhood Financial, Edward Jones, Oppenheimer, and Merrill. Outside of finance, he has operated Coyo Az Deliveries. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers, model portfolios, and comprehensive portfolio management services.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He currently works at Capital Investment Advisors, LLC and previously held roles at The Vanguard Group and USAA Financial Planning Services. Capital Investment Advisors, LLC serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm uses a centralized portfolio approach with ETF-based models and offers specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.

Brennan Holmes is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. He has worked at Brighton Jones since 2023 and previously was employed at Flex PWR in 2023. His background includes four years at the University of Washington and experience at Seattle Preparatory High School. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers services such as discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

George Dernulc is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies including Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. 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 manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. He serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and consulting services with a flexible approach to portfolio management that includes discretionary and non-discretionary arrangements and the use of third-party sub-advisors.

Brent Cattani is a financial advisor with PFG Advisors in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has held roles at multiple firms including Securities America, LPL Financial, and United Planners. Outside his advisory work, he serves as a trustee for the Cattani Family Trust. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach includes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and active monitoring.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Aaron Vettraino is a financial advisor at United Planners Financial Services of America with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M. S. Howells & Co and The Vanguard Group, Inc. Outside of finance, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors through a limited-partnership ownership structure and formalized transition assistance.

Vanessa Garcia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and having one year of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2018, and her prior experience includes roles at Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on internal research tools and asset-allocation models, with trade executions requiring client authorization.

Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc., Upgrade, Inc., and other firms. Outside of his advisory role, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance relies on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.