Sean Pilkington is a financial advisor at Brighton Jones LLC with a Series 65 designation. He has professional experience that includes roles at Brighton Jones, Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and Temple University Fox School of Business. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients. The firm employs a whole-balance-sheet approach and offers services that include discretionary portfolio management, financial planning, tax preparation, and family office administrative support.

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.

Brianna Miller is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential and two years of industry experience. Her prior roles include positions at CI Global Asset Management and BMO Investment Counsel, along with experience in e-commerce. 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 multi-manager approach, utilizing mutual funds, ETFs, independent managers, and specialized strategies through its Amplify Platform.

Reed Austin is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Universal Wealth Management LLC, The Leaders Group Inc, and RMA Capital LLC. Outside of his advisory role, Reed serves as a Regional Vice President in annuity marketing services and is an investor in an e-commerce business selling products on Amazon. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and they incorporate third-party sub-advisers and custodians in their investment process.

Emmanuel Robles is a financial advisor at Forum Financial Management, LP with a Series 65 credential. He has been with Forum Financial Management since 2017 and briefly worked at Travelers Insurance prior to that. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and separately managed accounts, while also offering sub-advisory and back-office services to independent advisors and RIAs.

Aleksandr Melkumov is a financial advisor with Simplicity Wealth in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with several firms including The Leaders Group Inc and Cole Capital Corporation. Outside of advisory work, he is involved in consulting for the cannabis industry and conducts investment opportunity due diligence through his own businesses. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services including financial planning, portfolio management, and retirement plan solutions. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.

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.

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.

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.

Martin Bender II is a CFP® with 29 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2018. His prior roles include positions at Fidelity, Accelerated Capital Group, and Ashton Thomas Private Wealth LLC. Outside of his advisory work, he serves as secretary for a local bowling league in Mesa, AZ. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm offers customized investment management and financial planning services, employing a strategic asset allocation approach based on Modern Portfolio Theory.

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.