Aaron Brodt is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. His work history includes roles at Amplify Financial, Amplify Technology, Peachtree Capital Corporation, and GFA Wealth Design. Outside of advising, he is a member and owner of GFA Wealth Design, an insurance sales business. 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 multi-strategy approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, alongside options and selective cryptocurrency exposure, supported by its Amplify Platform.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. He previously managed an LLC related to fixed index annuity commissions, which is being closed following tax filings. Moors & Cabot serves a diverse client base, including individual, high-net-worth, and institutional investors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of analytic investment approaches and uses third-party sub-advisors and wrap programs to implement client strategies.

James Burgett is a financial advisor with The AmeriFlex Group in Phoenix, AZ, holding a Series 66 license and six years of industry experience. Prior to joining AmeriFlex, he held roles at multiple firms including Harris Mathias Wealth Management and Cambridge Investment Research. Outside of his advisory work, Burgett is involved with Scott Harris Financial Group PLLC, providing consulting and coaching services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap programs and model asset allocations.

Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. 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 aligned with clients’ objectives and risk tolerance.

Christopher Lutzel is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012. Lutzel is also involved as a managing member of Sonoran Creek Wealth Advisors, LLC, focusing on financial and estate planning. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Marks is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Summit Wealth Group since 2016 and holds a Series 66 license. Outside of his advisory role, he owns Fore Right, LLC, a private entity established for personal tax purposes, and co-owns a marketing company based in Colorado. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment allocations using various analytical approaches and frequently implements strategies through third-party money managers and sub-advised models.

Tyler Soria is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential. He began his advisory career in 2026 and has prior experience in logistics and fitness industries. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, employing a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises LLC. 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, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.

Curtis Smith is a financial advisor at Avior Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Wealth Alliance, Kingswood Capital Partners, and Raymond James Financial Services. Smith is also the owner of Clearview Financial Group LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Jay Klavene is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary and does not manage individual client portfolios or charge asset-based fees.

James Cannon is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63, Series 65, and Series 66 registrations and bringing 15 years of industry experience. He has been with Dynamic Advisor Solutions LLC since 2008 and is a manager of RIA Partners Group, LLC. Additionally, Mr. Cannon owns 4% of Aculis Inc., a company developing AI applications for the wealth management industry, in which he has minimal involvement. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach while providing technology, operational, and compliance support to other advisers.

Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Robert Dussi is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and has been a principal at Cornerstone Wealth Management, LLC since 2014. Dussi operates Cornerstone Wealth Portfolios as a DBA for his LPL business. LPL Financial serves a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Chloe Berentsen is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and four years of industry experience. She has been with United Capital since 2018, with prior work experience outside the financial industry. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized asset allocation strategies and offers a range of affiliated services, including legal, trust, lending, and technology platforms for independent advisors.

Steven Kulesza is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Dynamic Wealth Advisors and previously worked at MSH Capital Advisors LLC, M.S. Howells & CO, and Charles Schwab. Based in Phoenix, AZ, he holds the Series 66 designation. 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 approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on supporting other advisers through technology and operational resources.

Jason Gambaiani is a financial advisor at Ashton Thomas Private Wealth with 10 years of industry experience. He holds a Series 66 credential and previously worked at Voya Financial Advisors for a decade. In addition to his advisory role, he serves as Director of Trading and Investments for Amplify Technology, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including 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, typically utilizing a diversified investment approach across mutual funds, ETFs, independent managers, and alternative strategies.

Stephanie Linkenheld is a financial advisor at Avior Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird and Raymond James Financial Services Advisors. Outside of finance, she has professional experience with CorePower Yoga and State 48 Lager House. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banking institutions. The firm employs a fundamental investment approach with a mix of direct portfolio management and separately managed account models, offering both discretionary and non-discretionary services.

Brian Jack is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group. Outside of his advisory work, he serves as Managing Director at Pinnacle Peak Client Group and acts as a fixed insurance agent. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model centered on its Amplify Platform, offering discretionary and non-discretionary portfolio management across a broad range of asset classes and strategies.