Michele Farfan is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Mutual of America, and Edward Jones. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income.

Michael Gross is a CFP® with 26 years of industry experience, currently serving as an advisor at Madison Partners. He previously worked at Wells Fargo Clearing, Schwab Wealth Advisory Inc., and Charles Schwab in various capacities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, often utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, with ongoing monitoring and annual reviews to align with client objectives.

Jerry Hurt is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Mutual of Omaha Investor Services, Inc. since 2018 and previously worked at Foundational Financial Partners, LLC and several other firms. Outside of his advisory role, he serves as treasurer for a condominium community in Scottsdale, reviewing budgets for board approval. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily delivered through third-party platforms and managers.

Cody Strietzel is an advisor at Mutual of Omaha Investor Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Mutual of Omaha, he held positions at Sutter Homes Co., JITA Contracting Inc., and served with the Durango Fire Protection District. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet and Pershing platforms.

Christopher Erblich is a financial advisor at TFO Wealth Partners with Series 63 and Series 65 licenses and 21 years of industry experience. He is also a partner at the law firm Husch Blackwell LLP, where he focuses on estate planning. Additionally, he holds leadership roles in several trust companies and serves as a manager or owner in various investment and non-investment related entities. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets with a team of 55 advisors. The firm employs long-term, asset allocation strategies based on modern portfolio theory, using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

Matthew Jones is a financial advisor at The AmeriFlex Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Momentum Financial Partners, Cambridge Investment Research, Inc., and OSAIC. Jones is based in Tempe, 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.

David Lundgren is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He previously worked at Goldman Sachs / United Capital Financial Advisers for six years and Bbva Compass Investment Solutions for one year. Outside of his advisory role, he owns 7:7 Holdings, LLC, a real estate company focused on purchasing properties to fix and sell. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides IPS-driven, discretionary portfolio management and financial planning, utilizing a range of investment strategies and managing most client accounts on a discretionary basis.

Kyle Walters is a financial advisor with Northern Trust Securities, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Northern Trust Securities since 2022 and previously held roles at Edward Jones and E*TRADE Capital Management and Securities. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios including Separately Managed Accounts and Fund Strategist Portfolios delivered via the Fidelity Managed Account Xchange platform.

Jared Tolzman is a financial advisor with Geneos Wealth Management, Inc. in Scottsdale, AZ, holding a Series 66 credential and five years of industry experience. He has been with Geneos Wealth Management and Schooner Financial Associates since 2020. Tolzman also operates as an independent representative for fixed insurance business with various insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

David Hoffman is a financial advisor at Dynamic with two years of industry experience. He holds a Series 65 designation and has worked at firms including Forthright Capital Partners LLC and JP Morgan Chase. Outside of advisory work, he serves as a mortgage advisor helping clients secure financing for real estate. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and places emphasis on supporting other advisers through technology, compliance, and sub-advisory services.

Charles Bruening III is a CFP® and CFA® with 14 years of industry experience. He has been with Stoker Ostler Wealth Advisors in Scottsdale, AZ since 2006. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, ongoing due diligence, and long-term holdings, and operates as a wholly owned subsidiary of BMO Financial Corp., leveraging affiliated trust, banking, and research resources.

Edward Hable is a financial advisor at Ashton Thomas Private Wealth with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital Management and Equity Advisor Solutions prior to joining Ashton Thomas. Ashton Thomas Private Wealth offers investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Joshua Robbins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors since 2022. He previously worked at Robert W Baird from 2015 to 2022. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, using a formal Investment Committee and a documented analytical framework to guide investment decisions.

Jacob Parish is a financial advisor at Geneos Wealth Management, Inc. in Scottsdale, AZ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everbank for 16 years while also being associated with Geneos Wealth Management and Schooner Financial Associates since 2008. Parish is a co-owner of Schooner Financial Associates. 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’s investment approach incorporates continuous account monitoring, discretionary trading, and a variety of analytic methods and strategies, with options for customized portfolios and third-party model allocations.

Norman Anderson is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently affiliated with Kingswood Wealth Advisors, LLC and has prior experience with Chalice Wealth Advisors, Chalice Capital Partners, and First Allied Advisory Services. Outside of investment advisory, he engages in fixed life insurance and tax strategy marketing activities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Christopher Tedesco is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at The Vanguard Group and independent contracting with the PGA Tour. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation through model portfolios with third-party managed programs, mutual funds, ETFs, and selective private placements, supported by multidisciplinary planning via its parent firm, CliftonLarsonAllen LLP.

Anthony Fischetti is a CFP® professional affiliated with Dynamic in Phoenix, AZ, with five years of industry experience. His work history includes roles at The Vanguard Group, Inc. and KForce Inc, among others. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, while also supporting unaffiliated registered investment advisers. The firm uses a long-term, client-specific portfolio approach and places emphasis on providing integrated technology, operational support, and sub-advisory services to other advisers.

Karen Longo is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and 28 years of industry experience. She has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2014. Outside of her advisory role, she is involved with Management Affiliates International, Inc., a business entity related to investment activities. 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 tactical adjustments, customizing portfolios to clients’ objectives, risk tolerance, and tax considerations.