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 with Stoker Ostler, a part of BMO Financial Group, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Goldenwest Credit Union. 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 personalized investment policies and diversified portfolios, utilizing tax-aware strategies and discretionary mandates aligned with client objectives.

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.

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.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

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.

Ryan Hanninen is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bright Wealth Management and self-employment. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, applies model portfolios with an asymmetric rebalancing approach, and offers various advisory and sub-advisory services through a large network of affiliated offices.

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.

Michael Floyd is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Bayntree Wealth Advisors, Intelligent 401K, and AE Wealth Management, among others. Additionally, he is involved in estate planning and retirement strategy through his managing partner roles at Prospect Estate Planning and PWA Partners, where he also offers insurance-related services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $985 million through a team of 85 advisors. The firm employs model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.

Michael Bargetto is a financial advisor at Legacy Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Legacy Wealth Management, he worked at Axiom Wealth Solutions, LLC and served with Cal Fire for 12 years. Outside of advising, he manages several real estate and lending-related business ventures. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and access to a broad range of investment options through a multi-team platform.

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.

Blake Welch is a financial advisor at John Hancock Personal Financial Services, LLC in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining John Hancock in 2022, he worked at The Vanguard Group for 12 years and briefly at Infosys. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model, delivering generally framed recommendations through third-party software, and serves a notably high client load per advisor.

Bryce Vogel is a financial advisor with CoreCap Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Ameritas Investment Corp. and Spartan Financial Group. Outside of his advisory work, he serves as a social media and web administrator for the Maricopa County Justice Museum. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, using a variety of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan for six years before joining Brighton Jones in 2018. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Frederic Amberg is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Benefits Commerce Group, Triad Advisors, One Digital Investment Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in educational activities related to insurance products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on mutual funds, ETFs, equities, and fixed income, while also offering ERISA-focused plan services and participant education.

Christopher Stocks is a financial advisor at Prospera Financial Services, Inc. in Paradise Valley, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. He has been with Prospera since 2022 following a period as a student. Prospera Financial Services, Inc. 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 roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Ashley Seeger is a financial advisor with PFG Advisors and holds Series 65 and Series 63 designations. She has 15 years of industry experience, including prior roles at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. Seeger is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm delivers its investment approach through a network of advisors using model portfolios, third-party managers, and marketplace platforms, with an emphasis on macro allocation and index-based ETFs alongside fundamental and technical analysis.