Alexander Mc Bain is a Series 65-credentialed advisor at Ashton Thomas Private Wealth with experience beginning in 2024. Prior to joining Ashton Thomas, he worked at Coldstream Wealth Management from 2021 to 2024 and has held various roles outside the financial industry. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, and retirement plans. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment approaches and proprietary platforms.

Donald Scott is a Series 65-licensed financial advisor with 10 years of industry experience, currently with TFO Wealth Partners in Phoenix, AZ. He has been associated with various entities within the TFO family of firms since 2016. Scott also serves as a board member and vice president of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for a diverse client base including individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Alexander Koury is a CFP® certificant with 17 years of experience in financial advisory. He currently works at Mutual Advisors, LLC and has held previous roles at Hosler Wealth Management, Commonwealth Financial Network, and LPL Financial, among others. Outside of advisory work, he creates content for a financial education website aimed at business owners and is an independent insurance agent. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios with a combination of active and passive strategies that emphasize diversification and alignment with client objectives. The firm is notable for its scale of institutional asset management and its operational features such as access to annuities through an Outsource Insurance Desk and relationships with third-party managers.

Timothy Whipple is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Suncrest Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he also operates Timothy Whipple, PLLC, an enterprise he has maintained since 2016. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm integrates legal and accounting services through affiliated professionals and utilizes a combination of fundamental, technical, and modern portfolio theory in its investment analysis.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Sheena Oberoi is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Winthrop Wealth. Her background includes roles at LPL Financial and Unified Wealth Management, along with involvement in real estate and tax preparation businesses. She also works as a group fitness instructor at DMB Sports Clubs. Winthrop Wealth provides investment management, financial planning, and wealth management services to a diverse client base that includes individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment approach that integrates in-house management with third-party sub-advisers and focuses on tax-managed and systematic strategies.

Joseph Salcido is a financial advisor at Composition Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for Financial Engines Advisors L.L.C. for 10 years before joining Composition Wealth in 2026. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Bruce Hosler is a CFP® professional with 29 years of industry experience. He currently works at Mutual Advisors, LLC and Mutual Securities, Inc., joining both firms in 2025. Prior to that, he was affiliated with Commonwealth Financial Network for 21 years and operated Hosler Wealth Management, LLC for nearly three decades. Outside of advisory work, he serves as a financial clerk and audit committee member for a local church and is the author of a book published through his own LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional clients. The firm offers asset management, financial planning, and advisory services, employing a combination of active and passive strategies tailored to clients' objectives through various analytical methods and third-party platforms.

Timothy Amen is a CFP®-designated financial advisor at Brighton Jones LLC with 19 years of industry experience. He has worked at Brighton Jones since 2012, following roles at Schwab Wealth Advisory and Charles Schwab. Outside of his advisory role, he performs part-time data entry work from home. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO offering and OpenPlan platform. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management alongside financial planning, tax preparation, and family office support.

Sergio Mejia is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ICMA-RC Services, Pruco Securities, Nationwide Investment Services, MassMutual, and Unum. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, education, recordkeeping, and Guided Pathways Advisory Services, using investment advice developed by Morningstar Investment Management and supporting over 40,000 participants through a multi-team advisory structure.

Michael Wood is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 license and one year of industry experience. Prior to joining Trajan Wealth, he was associated with Florida Financial Advisors DBA Four Corners Financial Advisors. Trajan Wealth serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment advisory services. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ unique circumstances, and integrates private market investments along with coordinated tax, estate, and insurance planning.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network and in-house investment management.

Skene Black is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Heffernan Financial, Osland Financial Group, Charles Schwab & Co., Inc., Wells Fargo, and Northwestern Mutual. Outside of finance, he was involved with Venezias Pizzeria for four years and worked with the Arizona Referee Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm employs a range of investment strategies and offers both customized and model-based account solutions.

Walter Less is a financial advisor at Trajan Wealth, L.L.C. with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Wells Fargo Clearing, and South State Investment Services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, and various entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, with portfolios tailored to clients’ specific financial situations and coordinated with affiliated tax, estate, and insurance professionals.

Joshua Smith is a financial advisor with Silver Oak Securities, Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America, Inc. and community-related involvement with organizations like Scottsdale Gymnastics and SPF Parkour Academy. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and Strategist models with operational features such as ongoing model monitoring and automatic investment processes.

Kelley Belmonte is a financial advisor at Modern Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and World Equity Group, Inc. Belmonte also owns rental property that she occasionally rents to friends and family. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Gregory Halvorson is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has recently started his advisory career in 2026. Prior to joining Encompass More, he spent 13 years at US Bank, N.A., followed by a role as Vice President of Mortgage Lending at Guaranteed Rate. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital-asset related exposures.

Robyn Kreuer is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Verus Capital Partners and Securities America, Inc. since 2013. 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 offers customized portfolios that consider client objectives, risk tolerance, and tax factors.