Louise Willmering is a CFA® charterholder with five years of industry experience, currently serving at Crewe Advisors since 2021. Prior to joining Crewe Advisors, she worked for 26 years at BMO Financial Group. Outside of her financial advisory role, she holds a vice president position at Sonic Aerospace, Inc., a family-owned aerospace manufacturing business. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multi-disciplinary investment approach and is noted for advising private pooled vehicles and serving insurance company clients.

Lori Callahan is a financial advisor at Wedbush Securities Inc. in Scottsdale, AZ, with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

David Carroll is a financial advisor with Trek Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Trek Financial since 2007 and is also affiliated with Trusted Business Advisor Group, which he joined in 2014. Outside of advisory roles, he is involved as an insurance agent representing fixed life, health, long-term care, and disability carriers. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical investment approaches incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools, and provides a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Joseph Donti is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at several firms including AE Wealth Management, Solutions First Financial Group, and Priority Wealth Advisors. Donti is also the owner and CEO of Priority Financial and Insurance Solutions, Inc., where he is involved in life insurance, long-term care, and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular rebalancing through a large enterprise platform.

John Kelly is a financial advisor at Arkadios Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at OJM Group for 17 years and has held multiple roles including managing director at Integrated Financial Group, Inc. since 1998. Outside of his advisory duties, he serves as an independent insurance agent and provides consulting services, including exit strategy planning, through Integrated Financial Group. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model includes a dedicated internal portfolio team that supports advisors with a range of investment strategies across various asset classes.

Matthew Hoaglin is a CFP® with five years of experience in financial advising, currently practicing at Dynamic since 2020. Prior to his advisory role, he has been a 50% owner of Allison Ragsdale Photography LLC for over 20 years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, and other advisers, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to unaffiliated registered investment advisers through technology, compliance, and research resources.

Craig Tolzman is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Geneos Wealth Management since 2005 and has also worked at Schooner Financial Associates since 1995, where he is a co-owner. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Timothy Kerrigan is a financial advisor with Continuum Advisory, LLC in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Legacy Preservation, LLC, Triad Advisors, Inc., and Signator Investors, Inc. He also serves as a partner and CFO at Continuum Advisory and operates a financial planning and investment management practice under Clark Street Financial. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm utilizes a range of investment options and offers retirement plan consulting, with an integrated approach supported by centralized technology and a team of advisors with diverse professional backgrounds.

Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Freddrick Tillman Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and service as a combat engineer in the United States Army. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, health, annuities, and accident and sickness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients as well as qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Pilvinis is a CFP® professional with seven years of industry experience, currently serving at Strategic Wealth Investment Group, LLC since 2022. His prior roles include positions at PSP Financial Services LLC and PSP & Associates, Inc. In addition to his advisory work, he is involved in insurance sales through PSP & Associates, Inc. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios and incorporates fundamental, technical, cyclical, and charting methods in its investment analysis.

Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. PFG Advisors provides 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 and supports both discretionary and non-discretionary account management.

Craig Morningstar is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Dynamic Wealth Advisors for 13 years before a brief retirement. In addition to his advisory role, he owns CM Consulting, providing business consulting services to CEOs of privately owned companies. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and offers access to third-party investment advisors, with an emphasis on clients outside the high-net-worth segment.

Stephanie Mitzel is a financial advisor at St. Bernard Financial Services, Inc. in Phoenix, AZ, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Allied Securities, Inc. and First Allied Advisory Services, Inc. from 2014 to 2019 before joining St. Bernard Financial Services in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory and tactical asset allocation, typically involving clients collaboratively in portfolio decisions.

Carl Stryker is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Driven Wealth and has been involved with Retiree Plans Inc for over 30 years. Outside of advising, he owns and operates Driven Wealth, where he provides insurance and annuity solutions along with administrative support for estate planning services. Foundations Investment Advisors serves a broad 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 and offers services such as investment management, financial planning, and tax coordination through a network of affiliated offices and representatives.

Conor Whitney is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2024. Prior to that, he was employed at Goldman Sachs from 2018 to 2024 and Merrill from 2015 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services including family office support, financial planning, and discretionary investment management. The firm employs a balance-sheet, holistic approach and utilizes independent managers alongside proprietary investment vehicles.

Teresa Flores is a financial advisor at Ashton Thomas Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group, where she was also a partner and operations manager. Outside of her advisory role, she operates an Amazon Locker and Customer Service Associate position. 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 platform model using the Amplify Platform and allocates client assets across a range of mutual funds, ETFs, sub-advisers, and alternative strategies including options and selective cryptocurrency exposure.

Susan Bennett is a financial advisor at PFG Advisors in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. Her prior roles include positions at United Planners, SECURITIES AMERICA, Inc., and LPL Financial. She also serves as a co-trustee of the Edna Clark Family Trust. PFG Advisors provides 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 implementing exposure through index-based ETFs with periodic rebalancing.

Christopher Zajdzinski is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pacific Advisors, Gold Book Financial, and the Diocese of Phoenix. Outside of his advisory role, he owns Sol Mates, LLC, a youth swim club. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment decisions across a range of securities and offers oversight of sub-advisors along with tax-efficient asset-location services.