David Matuszak is a financial advisor with Dynamic in Phoenix, AZ, holding Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at Pathlight Investors, Llc from 2014 to 2019 before joining Dynamic Wealth Advisors, operating as DJM Wealth Strategies, in 2019. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and provides a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable emphasis on supporting other advisers through technology platforms and research distribution.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Michael McCann is a CFP® with 23 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously spent 20 years at Perspective Financial Services, LLC and one year with Thrivent Advisor Network LLC dba Perspective Financial Services. Outside of his advisory work, he is chairman of the board for Friends and Supporters of Troop 30 Inc, a nonprofit overseeing local scouting units, and serves as a board member and volunteer for SEEDS for Autism, a day program focused on life skills education. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification investment approach using a broad range of instruments and offers multiple platform options through a team of more than 50 investment adviser representatives.

Edward Diaz is a financial advisor with IP Financial Advisory Services LLC in Phoenix, AZ, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include two decades at New York Life Insurance and Securities and nearly two decades running Diaz Strategies - Insurance & Financial Solutions. Outside of advisory work, he is a running coach with Running 2 PRs. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, using a variety of analytical approaches and discretionary management options.

Scott Sandell is a Series 65-licensed financial advisor at Alphastar Capital Management with nine years of industry experience. He holds ownership interests in several private businesses, including Andorra Capital and Wish You Were Here, LLC, and has roles in various financial and insurance-related companies. Sandell’s background includes positions at Capital Group/American Funds and Monetary Metals. Alphastar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies using a range of investment vehicles, supported by tax-aware optimization and third-party portfolio construction technologies.

Sharon Cohen is a financial advisor at Parallel Advisors, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at BOK Financial for 11 years before joining Parallel Advisors in 2023. 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 integrates multiple investment strategies and technology platforms to manage diversified portfolios and offers fiduciary services through an affiliated trust company.

Jayden Durrah is a financial advisor at Capital Investment Advisors, LLC with four years of industry experience. He holds a Series 66 registration and previously worked at Taverick Capital, LLC and Equitable Advisors. His background also includes various roles in educational institutions. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

Christopher Koszitzki is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC, Vensure HR, and Bank of America. Koszitzki holds Series 63 and Series 65 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, fee-based financial planning, and consulting services. The firm offers tailored portfolio strategies using a combination of asset allocation, fundamental and technical analysis, and quantitative techniques, with options for discretionary and non-discretionary account management.

Robert Kozlowski is a financial advisor with Calton & Associates, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing 48 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 serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commissionable brokerage and insurance products, with investment recommendations tailored to client goals and risk tolerance through multiple program structures and analytic 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 63 and Series 66 licenses with two years of industry experience. Prior to joining Ashton Thomas, he worked at Schwab Wealth Advisory and Charles Schwab. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, businesses, trusts, family offices, retirement plans, and institutional accounts, employing a platform model that includes discretionary and non-discretionary portfolio management and access to third-party managers through its Amplify Platform.

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 an associate specialist at Ally Invest Advisors with seven years of industry experience. He has worked at multiple firms, including The Vanguard Group, Charles Schwab & Co., and USAA Investment Services. Outside of his advisory role, he is involved in providing transportation and delivery services through platforms such as Courial, Uber, and Doordash. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients via web-based and virtual solutions. The firm uses model portfolios based on Modern Portfolio Theory and provides a range of automated and financial advisor-delivered investment services.

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.

Paul Swenson is a financial advisor with Dynamic who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for eight years and United Capital Financial Advisers for four years. He is also a licensed insurance agent selling life, health, and annuity insurance products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers customized portfolio management and advisory services with a long-term investment approach and emphasizes support for other advisers through technology, compliance, and research resources.

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.