Roger Edwards is a CFP® professional with 18 years of experience in financial advisory. He has been with Global View Capital Management LLC since 2014 and previously worked at The Strategic Financial Alliance, Inc. and Investment Advisors International, Inc. Outside of his advisory work, he is a member of the Financial Planning Association of Greater Phoenix and serves as a part-time facilities worker at Sun Valley Community Church. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach, using proprietary research tools and trading infrastructure to manage diversified portfolios primarily through ETFs and mutual funds.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.

Jonathan Rosenthal is a financial advisor with Stonex Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stonex Advisors since 2015 and is also affiliated with StoneX Securities Inc. and his own firm, Rosenthal Financial Services, LLC, where he manages income tax preparation and insurance sales. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement client strategies.

Jeffrey Adema is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been affiliated with various Cardinal Point entities since 2018 and previously operated a personal limited liability company. He is based in Scottsdale, AZ. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Anthony Dages is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JPMorgan Chase Bank and Bright Wealth Management. Before transitioning to finance, he spent seven years at In-N-Out Burger. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. 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 multiple advisory programs and platforms.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.

Kevin Phillips is an advisor at Verus Capital Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Verus Capital Partners since 2017. Prior to this, he was associated with Securities America, Inc. from 2017 to 2020 and J.W. Cole Advisors, Inc. from 2013 to 2017. Phillips also holds a life insurance agent role offering term and long-term care insurance at client request. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to client goals and risk profiles.

Matthew Tucker is a CFP® professional with 11 years of industry experience, currently with Foundations Investment Advisors LLC since 2019. He previously worked at Saturn Wealth, LLC, AE Wealth Management, LLC, and The Vanguard Group, Inc. In addition to his advisory role, he is an independent insurance agent involved in insurance sales and services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to tailor investment advice.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Michael Porter is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Ashton Thomas since 2021 and previously held positions with Wells Fargo Clearing and Wells Fargo Investments. Outside of advising, he is a 75% owner of Rivers Edge RV and Cabins Resort and serves on the charitable board of Wyo Sports Ranch. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts, employing a platform model that includes discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Keith Klein is a financial advisor at The AmeriFlex Group with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cambridge Investment Research, Sagepoint Financial, and Turning Pointe Wealth Management. Outside of his advisory role, he serves as secretary and administrator for Gotta Believe Athletic Club in Scottsdale, 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.

Kyler Fuhriman is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with three years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at E*TRADE Securities and Goldenwest Credit Union. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities by providing investment management, financial planning, and consulting. The firm focuses on personalized investment policy statements and employs a diversified investment approach that includes tax-aware techniques and both discretionary and non-discretionary mandates.

Nicholas Gleisner is a financial advisor with Calton & Associates, Inc. in Mesa, AZ, holding a Series 66 designation and three years of industry experience. He has worked extensively with PricewaterhouseCoopers in various global and advisory roles and currently provides consulting services related to the potential sale of private businesses, leveraging his background in M&A and accounting. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities with fee-based portfolio management, financial planning, and access to a range of investment strategies, including direct management and third-party sub-advisers.

Alexander Avestini is a CFP® and holds a Series 66 license, currently serving with Pure Financial Advisors, LLC. He has 11 years of industry experience and has previously worked at Avior Wealth Management, Raymond James Financial Services, and other related firms. Avestini is also CEO of Avesta Wealth Management, LLC, where he provides financial planning services. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach and uses advanced platforms for managing held-away retirement plans and donor-advised funds.

George Nshanyan is a CFP®-designated financial advisor with 19 years of industry experience. He is currently affiliated with Verus Capital Partners, LLC and LPL Financial, having previously worked at firms including Pfs Investments Inc., Primerica Financial Services, Green Road Capital, and Securities America. Outside of his advisory roles, he is involved as a caregiver and operates a business entity for tax and investment purposes. 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 tactical adjustments, offering customized portfolios aligned with client objectives and risk tolerance.

Sarah Schmitz is a financial advisor with Balefire, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Principal Financial Services and Principal Life Insurance Company for 11 years and most recently served at Vetrano Financial Services before joining Balefire and Integrity Alliance. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary asset management and comprehensive financial planning through a platform managing approximately $2 billion in regulatory assets.

Devin Clare is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Rovin Capital LLC, Better Planning Better Life, and served as a Mormon missionary. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal committee and third-party consultant.

Felipe Medina is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with IHT Wealth Management LLC since 2018 and previously worked at Fidelity Brokerage Services LLC for five years. Medina is based in Phoenix, AZ. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Kaitlyn Laney is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sowell Management since 2023. Her prior roles include positions at CWM, LLC, Silverhawk Insurance Services, Silverhawk Asset Management, and Fidelity. Laney is also a licensed insurance producer in Arizona with life, accident, health, and sickness lines of authority. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, third-party manager selection, and unified managed account solutions.