Dennis Zaderaka is a financial advisor with Sequent Planning, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at The Bottom Line Wealth Management Ltd. and Securities America Inc. He is also involved in life insurance sales. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Zachary Mason is a financial advisor with Verus Capital Partners, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has held positions at Securities America, Inc and LPL Financial, LLC prior to his current role. Outside of his advisory work, he has a non-investment-related involvement with Wildwood Home Company LLC. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with services including discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, tactical adjustments, and selective hedging to tailor portfolios to clients’ specific time horizons, risk tolerances, and tax considerations.

Christopher De Chant is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with Modern Wealth Management, LLC. Prior to his advisory roles, he served in various public safety capacities, including 23 years with the Glendale Fire Department and several years at the Arizona Fire and Medical Authority. He also manages the Ben Avery Shooting Facility for Arizona Game and Fish. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans through discretionary and non-discretionary investment management, supported by a centralized Investment Committee and specialized divisions such as Public Safety Financial.

Robert Seamans III is a CFP® professional with 27 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for Wells Fargo Advisors Financial Network LLC for 11 years. Outside of financial advising, he owns and operates Salt River Solar, Inc., a company involved in alternative energy construction. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives and risk tolerance.

Alessandra Castillo is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Globe Life and Parker and Sons. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and access to third-party money managers through managed account programs and retirement plan consulting. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily via Envestnet, using Pershing as custodian.

Adam Mosbach is a CFP® professional with 32 years of industry experience, currently serving as an advisor at PFG Advisors. His prior roles include positions at Securities America, Inc., Lincoln Financial Advisors Corp, and several wealth and insurance firms. Outside of his advisory work, he is the CEO and founder of A.M. Guidance & Financial Services Consulting, LLC, which provides recruiting, coaching, and training services to financial advisors. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Christina Artem is a financial advisor at Cardinal Point Wealth Management in Scottsdale, AZ, holding a Series 65 designation. She has seven years of industry experience, including roles at TD Wealth and RBC Phillips, Hager & North. 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 offers cross-border U.S./Canada services.

Jeffrey Brown is a financial advisor with United Advisor Group, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. He has worked at several firms, including Flat Iron Wealth Management and SCF Investment Advisors, and also manages operations at Infinity Accounting & Tax Specialists, a CPA firm. Brown serves as an independent board member and audit committee chair for Virtra, Inc., a company specializing in firearms simulation training. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation, value investing, and various analytical methods to tailor portfolios based on clients’ risk tolerance, tax strategy, and time horizons.

Douglas Wilkinson is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at United Planners, OSAIC, and J.P. Morgan Securities. He also serves as a Relationship Manager at PFG Insurance Agency. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs supported by fundamental, technical, and cyclical analysis.

Francisco Tort is a Series 66-credentialed financial advisor with 20 years of industry experience, currently affiliated with PFG Advisors in Phoenix, AZ. His career includes roles at Morgan Stanley and Securities America, and he has been with PFG Advisors since 2019. PFG Advisors provides 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Jared Williams is a CFP® with 21 years of industry experience. He is currently with Trek Financial, where he has worked since 2022. His prior experience includes roles at Heritage Wealth Management, Levin Funding Group, Paradigm Stratagem, and Bauer Captain & Johnson. Williams is also a licensed insurance agent, involved in the sale of fixed insurance products. Trek Financial serves individual and high-net-worth clients, as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical portfolio construction techniques, incorporating AI tools under governance and human review, and provides a wide range of model and alternative investment strategies.

Matthew Figueroa is a financial advisor at Ashton Thomas Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, BCG Securities, Inc., and Pinnacle Peak Private Client Group. He serves as a board member of the Vista Monterey Homeowners Association. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model and utilizes a range of investment strategies, including mutual funds, ETFs, independent managers, and specialized products.

Christopher Stovall is a financial advisor with Virtue Capital Management, LLC in Scottsdale, AZ, holding a Series 65 credential and nine years of industry experience. Prior to joining Virtue in 2018, he worked at Horter Investment Management, LLC and has been involved with Secured Financial Solutions, LLC and Arizona's Insurance, LLC since 2016 and 2009, respectively. Outside of his advisory roles, he owns and operates Christopher Creek General Store, LLC, a non-investment-related business. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers a variety of portfolio management and financial planning services, employing tactical, strategic, and dynamic investment approaches through a multi-team model of advisers and partner representatives.

Anthony Markham is a financial advisor at Northern Trust Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Tyler Clark is a financial advisor with United Capital Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and with eight years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Edward Jones, among others. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm’s platform emphasizes customized portfolio solutions, offering access to third-party managers, ESG and faith-based options, and a broad affiliate network that includes legal and trust services.

Jonas Zamora is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Dynamic. His prior career includes roles at Morgan Stanley, Bank of America, and Merrill Lynch. Located in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm offers portfolio management, financial planning, retirement services, and practice support, using a client-specific investment approach and providing technology and outsourcing solutions to unaffiliated registered investment advisers.

Brandon Kaplan is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with The AmeriFlex Group in Scottsdale, AZ, having joined the firm in 2024. Prior to this, he held roles at Cambridge Investment Research, AssetMark, and several other financial firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, delivering strategies via model asset allocations and discretionary manager relationships.

Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. PFG Advisors provides 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.