Shelley Lindsey is a financial advisor with Kestra Private Wealth Services, LLC in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to joining Kestra in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2025. Outside of advising, she serves as a notary public. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, delivering both discretionary and non-discretionary services while supervising advisor recommendations within an approved product menu.

Michael Osland is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Prior to his current role, he was associated with Heffernan Financial. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions, with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Sally Taylor is a CFP® professional with 20 years of experience in the financial advisory industry. She is currently with Cardinal Point Wealth Management and has previously worked at Keats, Connelly and Associates, LLC. Taylor also serves as Executive Vice President of Cross Border Services at Cardinal Point Capital Management Inc. Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, trusts, estates, and business entities. The firm uses a long-term, globally diversified investment approach with a core-satellite framework and serves a cross-border client base including U.S. and Canadian clients.

John Boothby is a financial advisor with PFG Advisors and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Morgan Stanley and two years at Merrill. He currently works in the Phoenix, AZ area. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers and turnkey platforms, utilizing model portfolios and index-based ETFs alongside fundamental and technical analysis.

Christopher Henderson is a financial advisor at Wedbush Securities Inc. in Phoenix, AZ, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he serves as an assistant coach for the Jr. Coyotes travel hockey team in Scottsdale, AZ. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage, and is notable for its combination of broker-dealer, capital markets, custody, clearing, and prime services tied to commodities and derivatives.

Howard Cox is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Ashton Thomas Insurance Agency, Cox and Company, LLC, and Redhawk Wealth Advisors, Inc. He has been with Ashton Thomas since 2019. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for back-office support and access to program managers.

Martin Lewis is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Private Bank and Mount Helena Private Wealth. Lewis serves on the University of Montana Tax Institute Advisory Board. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, expanded family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and platforms including the Amplify Platform.

Christian Harris is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at Heritage Family Offices, LLP, Heritage Wealth Management, Merrill, and Arizona State University. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering various services such as discretionary asset management, financial planning, and outsourced CIO arrangements. The firm combines fundamental value screening and quantitative optimization in its investment process, tailoring portfolios to client objectives through a network of investment adviser representatives.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.

Jonathan Rosenthal is a financial advisor with StoneX Advisors Inc. in Cave Creek, AZ, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. He has been with StoneX Advisors since 2015 and also manages Rosenthal Financial Services, LLC, where he prepares income tax returns and sells insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, offering clients customizable portfolio solutions.

Jeffrey Adema is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been affiliated with various Cardinal Point entities since 2018 and previously operated a personal limited liability company. He is based in Scottsdale, AZ. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Anthony Dages is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He previously worked at JPMorgan Chase Bank for four years and has experience in the hospitality industry at In-N-Out Burger. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a variety of analytical approaches, model portfolios, and third-party sub-advisers to deliver tailored investment solutions.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy is also an independent insurance agent offering ERISA-based insurance coverage and fiduciary liability products to his qualified plan clients. Accelerate Retirement serves individual and institutional clients with retirement plan consulting, investment management, financial planning, and fiduciary services. The firm emphasizes long-term portfolio strategies tailored through a network of Investment Adviser Representatives and utilizes insurance services as part of its broader advisory offerings.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.

Kevin Phillips is an advisor at Verus Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2017. Prior to this, he was associated with Securities America, Inc. from 2017 to 2020 and J.W. Cole Advisors, Inc. from 2013 to 2017. Phillips also holds a life insurance agent role offering term and long-term care insurance at client request. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to client goals and risk profiles.

Matthew Tucker is a CFP® professional with 11 years of industry experience, currently with Foundations Investment Advisors LLC since 2019. He previously worked at Saturn Wealth, LLC, AE Wealth Management, LLC, and The Vanguard Group, Inc. In addition to his advisory role, he is an independent insurance agent involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to tailor investment advice.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Michael Porter is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 75% owner of Rivers Edge RV and Cabins Resort in Wyoming and serves on the charitable board of Wyo Sports Ranch. 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 model utilizing sub-advisers and third-party managers, offering a range of strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.