Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

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.

Keith Klein is a financial advisor at The AmeriFlex Group with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cambridge Investment Research, Sagepoint Financial, and Turning Pointe Wealth Management. Outside of his advisory role, he serves as secretary and administrator for Gotta Believe Athletic Club in Scottsdale, AZ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kyler Fuhriman is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at E*TRADE Securities LLC and Goldenwest Credit Union. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm focuses on customized, diversified portfolios guided by client-specific Investment Policy Statements and employs tax-aware investment strategies as part of its approach.

Nicholas Gleisner is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP across multiple roles from 2013 to 2023. In addition to his advisory role, he provides consulting services related to the sale of private businesses, focusing on accounting and M&A in the health care sector. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and operates multiple program structures, including wrap programs and separate account platforms, while also offering commissionable brokerage and insurance products.

George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. 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 tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Tyler Huband is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with B.O.S.S. Retirement Advisors, LLC. He has worked at B.O.S.S. Retirement Advisors and its predecessor entity since 2019 and previously spent seven years at Brigham Young University. Outside of his advisory role, he owns Ty's Lights, a lighting business based in Provo, Utah. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, operating primarily through co-managed arrangements with outside managers and third-party referrals.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Stephen Glowacka is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. He is currently with Facet, where he has worked since 2023, and has previously held roles at firms including Charles Schwab and TD Ameritrade. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses a technology-driven, model-based approach emphasizing exchange-traded funds and offers a flat subscription fee rather than percentage-of-assets charges.

Dillon Hall is an investment advisor at Realta Investment Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Arkadios Wealth Advisors and Carmona Wealth. In addition to his advisory role, Hall serves as Vice President at Perch Wealth, where he works with clients seeking investment recommendations. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension plans, and institutional clients. The firm focuses on personalized advice through advisor interviews and typically implements diversified asset allocation strategies utilizing mutual funds, ETFs, equities, fixed income, and alternative investments.

Kaitlyn Laney is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sowell Management since 2023. Her prior roles include positions at CWM, LLC, Silverhawk Insurance Services, Silverhawk Asset Management, and Fidelity. Laney is also a licensed insurance producer in Arizona with life, accident, health, and sickness lines of authority. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed account solutions.

Chad Walker is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms, including United Planners, OSAIC, Securities America, SagePoint Financial, Desert Schools FCU, and LPL Financial. Walker has been with PFG Advisors since 2018. PFG Advisors offers 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 using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Kerri Brutto is a financial advisor at NFSG Corporation with 24 years of industry experience. She holds a Series 66 designation and has been with Newbridge Securities since 2010. Outside of her advisory role, Brutto is a licensed REALTOR and practices estate planning law through her own firm. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently utilizes third-party asset managers.

Michael Floyd is a financial advisor at Encompass More Asset Management LLC in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Sun Valley Advisory, PWA Partners, and Bayntree Wealth Advisors. Outside of advisory roles, he is managing partner of Prospect Estate Planning and PWA Partners, and works as a retirement counselor at Five Pathways Financial, focusing on insurance and estate planning services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that combine proprietary models with third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital assets.

Michael Bargetto is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and one year of experience in advisory roles. Prior to joining Clear Creek, he worked at Legacy Wealth Management, LLC and Axiom Wealth Solutions, LLC. Outside of his financial career, he has experience with Cal Fire and manages a real estate investment business. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm uses a diverse range of investment strategies and emphasizes individualized account supervision with regular reviews and rebalancing.

Rick Cluck is a CFP® professional with 43 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Securities America. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.