Jennifer Bennett is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation with 13 years of industry experience. Her prior roles include positions at Fisher Investments, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. She is also involved in insurance sales as a licensed agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and informed by multiple analytical methods.

Alfred Medina is a financial advisor at Trajan Wealth, L.L.C. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he sells fixed-indexed annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in an investment policy statement.

Gavin Bullock is a financial advisor at Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at B.O.S.S. Retirement Advisors, Nova 401(k) Associates, Wealth Enhancement Advisory Services, and Edward Jones. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach with portfolios tailored to clients’ risk tolerances and financial situations, and offers integrated planning involving affiliated tax and estate professionals as well as licensed insurance agents.

Nicholas Albert is a financial advisor at Berger Financial Group with six years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Dane Holdings Inc. Outside of finance, he is the owner and operator of Desert Willow Woodworks, a woodworking business. Berger Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, tax preparation, and retirement-plan consulting. The firm employs proprietary, long-term investment strategies, managing many accounts on a discretionary basis with periodic client reviews.

Charles Robinson is a CFP® with 18 years of industry experience, currently serving at Keel Point, LLC since 2023. He previously worked at Sensible Money, LLC for eight years. Robinson is an unpaid special advisor to the Retirement Income Industry Association board, where he consults on education programs and retirement planning topics. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm uses a team-based blend of fundamental and quantitative analysis to implement strategic and tactical asset allocations across various programs, with capabilities including discretionary and non-discretionary portfolio management, financial planning, and corporate retirement consulting.

Doran O'Brien is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ. He holds a Series 65 designation and has approximately one year of industry experience, including roles at several prior firms such as Simplicity Wealth and Juniper Wealth Management. In addition to advisory work, he is involved in insurance sales, providing health, life, and fixed indexed annuity products to clients. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to client-specific factors and coordinating with tax, estate, and insurance professionals as part of an integrated planning process.

Nathaniel Facarazzo is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Futurity First Insurance Group since 2016 and Regal Investment Advisors from 2014 to 2016. Outside of advisory work, he is involved in the solicitation of fixed and indexed life and annuities through various communication channels. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of nearly 100 advisers who implement diversified investment strategies within a structured risk framework.

Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.

Nancy Reagan is a financial advisor with USAA Investment Services Company in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA-affiliated entities since 2012. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

Troy Ray is a financial advisor at Berger Financial Group with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management, comprehensive financial and retirement planning, income tax planning and preparation, succession planning, and retirement-plan consulting through its affiliate Quorom. Their investment approach is based on proprietary, long-term strategies developed by an Investment Committee that employs fundamental analysis, with many accounts managed on a discretionary basis.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Christopher Nowack is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at TA-Check Financial, LPL Financial LLC, SII Investments, Inc., Client One Securities, LLC, and Russ Lyon Sotheby's. Outside of his advisory work, he owns several for-profit businesses unrelated to investments. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, retirement and tax planning, and access to alternative investments, with investment strategies tailored to client objectives and documented in formal investment policy statements.

Benjamin Hunsaker is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has two years of experience in financial advising and has worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. He also serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors managing approximately $1.1 billion in client assets. The firm offers services including portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing both fundamental and technical analysis within tailored investment strategies.

Richard Harader Jr. is a financial advisor with StoneX Advisors Inc. in Cave Creek, Arizona, holding a Series 66 designation and 11 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, an investment-related business he started in 2001. Outside of his advisory work, he serves on the board and pastoral leadership team of Trinity Fellowship, a church undergoing 501(c)(3) status. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent financial advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and model-based solutions.

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.

Scott Slade is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LaSalle St. in 2024, he spent nine years at SCF Investment Advisors and has operated Slade Financial Advisory PLLC since 2011, where he also conducts insurance research to support comprehensive financial planning. LaSalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, utilizing both non-discretionary and discretionary asset management programs.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Corbett Laduke is a CFP® with 30 years of industry experience, currently serving as an advisor at Trajan Wealth, L.L.C. since 2016. He previously worked at Laduke And Wahrendorf LLC for ten years and has been a partner at Laduke Enterprises LLP since 2002, coordinating subcontractors on home developments. Trajan Wealth, L.L.C. provides investment advisory services to individuals, trusts, retirement plans, and other entities, managing approximately $2.6 billion in assets. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and financial situations.

Phillip Asuelo is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Trajan Wealth, L.L.C. and previously held roles at The Vanguard Group, Northwestern Mutual, and other companies. In addition to his advisory work, Phillip is also licensed as an insurance agent and dedicates part of his time to soliciting insurance business. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach tailored to client objectives and supported by fundamental, technical, and cyclical analysis.