Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. 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 construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Euro Pacific Capital since 2014 and maintains involvement with Moore Masunas and Moore, a law firm. Outside of finance, he owns a sports complex focused on athlete training and is a co-founder of a drone-based spray cleaning business. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a notable emphasis on international investing and offers a combination of in-house management, third-party money managers, and sub-advisers.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Catherine Lopez is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 24 years of industry experience. She has worked in various roles within the USAA organization since 2016 and has prior experience at Comerica Securities, Inc. From 2015 to 2018, she co-owned Treasure Trolls LLC, a resale business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm emphasizes retirement savings and income planning and operates mainly as a referral intermediary rather than managing client assets directly.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

Christopher Quincy is a financial advisor at Ashton Thomas Private Wealth with 11 years of industry experience. He holds a Series 66 credential and previously worked at United Planners Financial Services for 10 years. Outside of his advisory role, he serves as an executor in a fiduciary capacity and owns CAQ Enterprises LLC. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that incorporates discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies including ETFs, mutual funds, and specialist products.

Derek Pantele is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Dynamic in Phoenix, AZ. He previously worked at Tellone Financial Services, Inc. and Tellone Management Group, Inc. for 13 years. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and support to other advisers through a client-specific, long-term investment approach that incorporates a variety of securities and strategies.

Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Margot Davis is a financial advisor at Dynamic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Dynamic Wealth Advisors since 2010. Prior to that, she worked as an advisor at Margot Davis from 2012 to 2020. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, retirement plan services, and support for other advisers, with an emphasis on long-term, client-specific investment strategies and collaboration with sub-advisers and technology partners.

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Paul Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Equitable Advisors and Axa Advisors LLC. Since 2011, he has owned Paul Rutkowski, LLC, a business managing bookkeeping and expenses related to his advisory and insurance practice. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services. The firm offers multiple investment programs and acts both as an adviser to outside RIAs and as a manager of private pooled investments, including private markets and impact investments.

Brennan Holmes is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Flex PWR and the University of Washington. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Christopher Bowman is a financial advisor with CreativeOne Wealth, LLC who holds the Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at several firms including Prospect Wealth Advisors, LLC, Claraphi Advisory Network, LLC, and Aeon Capital, Inc. In addition to his advisory role, he is a member and owner of PWA Partners, LLC, an insurance sales business, and is involved with Triada LLC, which manages and develops real estate ventures. 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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. 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 manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor at Moors & Cabot, Inc. in Phoenix, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co. Inc. from 2016 to 2022. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and is involved with the Evergreen Chamber of Commerce in Kalispell, MT. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Stephen Bull is a financial advisor at Verus Capital Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Securities America, Inc. Outside of his advisory role, he is a business owner of Kraft Screens in Paradise Valley, AZ. 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 and offers customized portfolios across multiple asset classes.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, Merrill Lynch, TEKsystems, and Rent-A-Center. Mitchell is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. In addition to her advisory role, she is the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.