Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Cerner Corporation and has served as a board member for the Fore the Kids KC charity and as a mentor for the National Alopecia Areata Foundation. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Adam Degiorgio is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to clients’ risk tolerances and unique circumstances.

Dylan Raddatz is a CFP® and holds a Series 63 license with 11 years of industry experience. He is currently with Range Advisory, LLC and has previously worked at firms including Fidelity Investments, State Street Global Advisors, and The Vanguard Group. Range Advisory serves individual clients across the wealth spectrum, including high-net-worth and ultra-high-net-worth individuals, providing financial planning, investment advice, and discretionary portfolio management. The firm utilizes model portfolios and third-party models with tax-aware strategies and integrates proprietary AI tools into client interactions and portfolio management.

Cody Elbert is a financial advisor with Abacus Wealth Partners in Phoenix, AZ. He holds a Series 65 credential and has been with Abacus since 2023. Prior to his advisory role, Cody worked in various positions across industries including technology and banking, with experience at Merative, IBM, US Bank, and Erpelding Voigt & Co. He also spent time at the University of Northern Iowa and in a family-owned well drilling business. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class-based investment approach with fundamental manager analysis and ESG screening, and also sponsors the Align Impact private fund for qualified clients.

Joshua Mathias is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes long-term roles at Principal Financial Group and Princor Financial Services, as well as recent positions at Cambridge Investment Research and OSAIC. Mathias is also involved in several wealth management businesses in Phoenix, including ownership of Harris Mathias Wealth Management. 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.

Brandon Soares is a financial advisor with Trek Financial in Scottsdale, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Bulwark Capital, Agent Legend, Zillow Group, and Kent Youth and Family Services. He holds a life and health insurance license. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating evidence-based models and artificial intelligence tools, and provides a range of alternative investment options and hedging strategies.

Thomas Bugbee is a CFP® professional with 20 years of experience in financial advising. He has worked at Sequent Planning, LLC since 2020 and previously held roles at Securities America Advisors, Investment Advisors, and ProEquities, Inc. In addition to his advisory work, he is involved with Futurity First Insurance Group as a financial planner, though he receives no compensation from them. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Jeffrey Stone Jr. is a Series 66-licensed advisor with Mutual of Omaha Investor Services, Inc., based in Phoenix, AZ. He joined the firm in 2025 and has prior experience with American Express and Grand Canyon Education. Outside of his advisory role, he owns Stone Pickleball Academy, where he provides private pickleball lessons. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and retirement plans, providing managed account programs and financial planning with a platform relationship through Envestnet and custodial services via Pershing.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Steven Leland is a CFP® and ChFC® with 23 years of experience in financial advising. He currently works at Ashton Thomas Private Wealth and has previously held roles at US Bank, Brightside, Northwestern Mutual, LearnVest, and TIAA-CREF. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Michael Larriva is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. He previously worked at Perspective Financial Services, LLC from 2007 to 2023 and has been associated with Thrivent Advisor Network LLC since 2023. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining third-party manager due diligence with both discretionary and non-discretionary portfolio management aligned with clients’ objectives.

Ted Rifkin Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha since 2020. Outside of his advisory role, he performs as a live musician. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs through a platform relationship with Envestnet. The firm serves a broad client base with a variety of managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, Tillman worked at Oceanic Partners and Emerson Equity LLC. He is also Managing Director of Headwall Private Markets, a business involved in broker and SPV services for Pre-IPO companies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and brokerage services, with a focus on an open-architecture investment approach and notable international investing through third-party managers and affiliated private funds.

Nicholas Gearhart is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. His background also includes experience outside of finance, having been involved with Great Lakes Clothing Company and collegiate hockey at St. Cloud State University. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Jordan Twogood is an investment advisor representative with EverSource Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and 10 years of industry experience. He previously worked at Merwin Capital Management, LLC for eight years and has been involved with Twogood Financial Services, Inc since 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, advisory, and consulting services, delivering advice through a national network of representatives using multiple investment programs and a values-based, investor-profiling approach.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. Prior to joining Maridea in 2026, she worked at LPL Financial, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group, accumulating over a decade of industry experience. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and fiduciary services. The firm manages portfolios primarily through diversified, low-cost mutual funds and ETFs using fundamental analysis and modern portfolio theory, with portfolios managed on a discretionary basis and tailored planning.

Charles Walling is a financial advisor with Arkadios Wealth Advisors in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Triad Advisors, Inc. for seven years before joining Arkadios Wealth Advisors and Arkadios Capital in 2023. Outside of his advisory role, he is a member of WC Pets LLC, a non-investment-related business. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a blend of fundamental, technical, and cyclical analysis and employs various portfolio management options, including internally managed accounts, model portfolios, and third-party managers.

Richard Boehm is a CFP® professional with 33 years of industry experience. He is currently with Winthrop Wealth and has held roles at Unified Wealth Management, Unified Tax Services, and LPL Financial. Boehm is also the founder and managing partner of Unified Wealth Management and spends part of his time preparing income taxes for individuals and businesses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations, offering integrated private wealth management with a long-term investment approach implemented through an Investment Committee. The firm utilizes a combination of internally managed strategies and third-party managers and provides tailored services for retirement plans and institutional accounts.