Guy Austin is a financial advisor with PFG Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. His prior roles include positions at OSAIC, Securities America Inc., TruWest Credit Union, and LPL Financial. He also provides insurance products such as life insurance and long-term care through TruWest Wealth Management Services. PFG Advisors offers 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 with periodic rebalancing, and supports a distributed network of advisors across multiple offices.

Christian Harris is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at Heritage Family Offices, LLP, Heritage Wealth Management, Merrill, and Arizona State University. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering various services such as discretionary asset management, financial planning, and outsourced CIO arrangements. The firm combines fundamental value screening and quantitative optimization in its investment process, tailoring portfolios to client objectives through a network of investment adviser representatives.

Therese Owen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She has held her current role at Northern Trust Securities since 2003. Outside of her advisory work, Owen participates in food delivery services, including Postmates, UberEats, DoorDash, and GrubHub. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Roger Edwards is a CFP® professional with 18 years of industry experience, currently serving at Global View Capital Management LLC since 2014. His background includes roles at affiliated firms Global View Capital Insurance Services LLC and Global View Capital Advisors LLC, where he is involved in marketing, education, and sales of advisory and insurance services. Outside of his advisory work, Edwards is a member of the Financial Planning Association of Greater Phoenix and performs part-time facilities work at Sun Valley Community Church in Gilbert, AZ. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm applies an investment approach driven by technical and quantitative methods, supported by proprietary algorithmic research, and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

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 Cave Creek, AZ, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. He has been with StoneX Advisors since 2015 and also manages Rosenthal Financial Services, LLC, where he prepares income tax returns and sells insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, offering clients customizable portfolio solutions.

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 previously worked at JPMorgan Chase Bank for four years and has experience in the hospitality industry 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, employer-sponsored retirement plans, and registered investment companies. The firm uses a variety of analytical approaches, model portfolios, and third-party sub-advisers to deliver tailored investment solutions.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy is also an independent insurance agent offering ERISA-based insurance coverage and fiduciary liability products to his qualified plan clients. Accelerate Retirement serves individual and institutional clients with retirement plan consulting, investment management, financial planning, and fiduciary services. The firm emphasizes long-term portfolio strategies tailored through a network of Investment Adviser Representatives and utilizes insurance services as part of its broader advisory offerings.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

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 at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 75% owner of Rivers Edge RV and Cabins Resort in Wyoming 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. The firm employs a platform model utilizing sub-advisers and third-party managers, offering a range of strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

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 with Stoker Ostler, a part of BMO Financial Group, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Goldenwest Credit Union. 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 emphasizes personalized investment policies and diversified portfolios, utilizing tax-aware strategies and discretionary mandates aligned with client objectives.

Nicholas Gleisner is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience at PricewaterhouseCoopers LLP across multiple roles from 2013 to 2023. In addition to his advisory role, he provides consulting services related to the sale of private businesses, focusing on accounting and M&A in the health care sector. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options and operates multiple program structures, including wrap programs and separate account platforms, while also offering commissionable brokerage and insurance products.

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.