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.

Thomas Newbold is a financial advisor at Brighton Jones LLC with 12 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 provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers a range of services including discretionary and non-discretionary portfolio management, tax preparation, and family office administrative support.

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 and previously spent a decade as a student. 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 various advisory programs and third-party platforms.

Ashley Seeger is a financial advisor at PFG Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at United Planners Financial Services, Sage Point Financial, and Jackson National Life Distributors. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation and ETF strategies alongside fundamental, technical, and cyclical analysis.

Deeann Griebel is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Moors & Cabot since 2013 and previously worked at Wells Fargo Clearing for eight years. She serves on the investment committee for Friends of Public Radio Arizona. Moors & Cabot serves retail and high-net-worth clients, as well as institutional investors such as corporations and charitable organizations, offering tailored investment management through discretionary and non-discretionary programs. The firm employs a variety of investment strategies and provides ongoing portfolio monitoring and review.

Mark Troyer is a financial advisor with Impact Partnership Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. He has previously worked at Foundations Investment Advisors LLC and Aegis Wealth Management, Inc., and he is also president of Troyer Retirement, a firm offering fixed annuities and fixed life insurance since 2009. Outside of his advisory roles, he is an author of educational books and founder of Troyer Tax, a firm focused on deferred tax solutions. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary trading authority with client-imposed restrictions through a wrap-fee platform.

Patrick Le Fevre is a financial advisor with PFG Advisors in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Financial Planning Services, and Robinhood Markets. PFG Advisors offers fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and financial institutions. The firm employs a model-driven investment approach utilizing index-based ETFs combined with fundamental and technical analysis, supported by access to third-party managers and multiple marketplace platforms.

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

David Nuttall is a CFP® professional with six years of experience in financial advising. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2015. Based in Scottsdale, AZ, he works within a team of nine advisors. 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 emphasizes individualized investment strategies, ongoing due diligence, and utilizes affiliated resources through BMO Financial Corp. to support its service offerings.

Antonio Savarese Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and OSAIC. He is also an insurance services agent. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside proprietary model asset allocations.

Ivy Kirkman is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds the Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she worked in various positions including at Mutual of Omaha Insurance Company and served as a Social Media Coordinator for 515 Therapy & Consulting. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, delivering managed solutions primarily through a platform relationship with Envestnet and using Pershing as custodian.

Michael Gross is a CFP® with 26 years of industry experience, currently serving as an advisor at Madison Partners. He previously worked at Wells Fargo Clearing, Schwab Wealth Advisory Inc., and Charles Schwab in various capacities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, often utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, with ongoing monitoring and annual reviews to align with client objectives.

Jerry Hurt is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Mutual of Omaha Investor Services, Inc. since 2018 and previously worked at Foundational Financial Partners, LLC and several other firms. Outside of his advisory role, he serves as treasurer for a condominium community in Scottsdale, reviewing budgets for board approval. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily delivered through third-party platforms and managers.

Jeremy Dopp is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at BCJ Capital Management and currently engages in multiple business activities, including partnerships in estate planning software companies Legacy Lock LLC and Simple Estate Docs, LLC, as well as involvement in insurance marketing through The Producer Alliance and Macro Planning Group. IAMS Wealth Management serves individual investors, corporations, retirement plans, trusts, and other entities with discretionary portfolio management and financial planning. The firm employs a broad range of investment instruments and utilizes AI tools while operating a distinctive adviser network supported by corporate affiliations and specialized compensation models.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Cody Strietzel is an advisor at Mutual of Omaha Investor Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Mutual of Omaha, he held positions at Sutter Homes Co., JITA Contracting Inc., and served with the Durango Fire Protection District. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet and Pershing platforms.

Christopher Erblich is a financial advisor at TFO Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TFO Wealth Partners since 2010. In addition to his advisory role, Erblich is a partner at the law firm Husch Blackwell LLP, specializing in estate planning. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios primarily consisting of mutual funds and ETFs, with systematic rebalancing and tax-aware strategies.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, 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.

David Lundgren is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs / United Capital Financial Advisers, Bbva Compass Investment Solutions, PNC Managed Account Solutions, and Banc of America Investment Services. Outside of advising, he owns and operates 7:7 Holdings, LLC, focusing on purchasing and renovating properties for resale. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a diverse range of investment strategies.