Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 license and 10 years of industry experience. She previously worked at Edward Jones and Union Capital Company. Outside of advisory work, she is involved in business valuations and wills and estate planning, and serves as a board member for the Non-Commissioned Officers Academy Graduate Association, where she develops its Graduate magazine. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments with a goals-based, evidence-driven investment approach.

Natasha Marakowski is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She has held roles at Pappas Wealth Management since 2017 and previously served in the US Air Force from 2015 to 2017. Marakowski holds Series 63 and Series 65 licenses. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer that serves individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, including both discretionary and non-discretionary advisory services.

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Trutina Financial and Oneamerica Securities. Mr. Doble is also the President of Moneyverse Financial, LLC, where he creates educational content related to finance. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs through a network of advisors and provides services to other RIAs and nonstandard institutional clients.

Scott Slade is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. since 2024, following nearly a decade at SCF Investment Advisors and SCF Securities. He also operates Slade Financial Advisory PLLC, where he provides financial planning and insurance solution research. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both discretionary and non-discretionary management strategies across a range of investment vehicles, with a notable focus on non-discretionary assets and collaborative third-party manager arrangements.

Jeremy Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has been with Geneos Wealth Management, Inc. since 2011 and also maintains a long-term association with The Robert Harding Financial Group. Outside of his advisory role, he is a pilot and flight instructor and is involved as a senior developer and partner at Mobllis Studio LLC. 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 utilizes a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority and customizable portfolios.

Daniel White is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Charles Schwab from 2015 to 2026, including six years with Schwab Private Client Investment Advisory, Inc. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and uses primarily ETF-based discretionary asset-allocation programs, employing fixed subscription fees rather than percentage-of-AUM charges.

Matthew Lowery Sr. is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Portside Wealth Group, LLC and has held roles at several firms including The Leaders Group Inc, Suncrest Advisors, and MassMutual Life Insurance Company. Outside of financial advising, Lowery is involved in entertainment as a performer and manages an independent insurance agency. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Mary Rorvik is a financial advisor with Missionsquare Retirement in Sun City, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. Missionsquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed with Morningstar Investment Management.

Ivan Matherson is a CFP® and Series 66 holder with two years of industry experience. He is currently an advisor at The AmeriFlex Group and has previously worked at firms including Cambridge Investment Research, Ensign Advisory Partners, and Northwestern Mutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and manager relationships.

Bonnie Clark is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and nine years of industry experience. She has worked at Kratos Wealth Management since 2016 and is also the owner of Kratos Financial Solutions, providing insurance services. Outside of her advisory work, she serves as a mentor for local small businesses through SCORE and is the secretary of the Christian Business Partners Temecula Chapter. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis alongside client profile tools to tailor investment strategies.

Mark Nickles Jr. is a financial advisor with PFG Advisors, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Bank of America, Merrill, Wells Fargo, and Nexus 21, Inc. He is based in Phoenix, AZ. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs and multiple analysis methods.

William Walker is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of investment advisory, he serves as a director at BCI Management, Inc. Concorde Asset Management provides portfolio management and tailored financial planning services to individual, corporate, and retirement-plan clients. The firm employs model portfolios and third-party strategists, offering discretionary trading and allocation through various platform integrations and serving as an overlay manager.

Wayne Brunt is a financial advisor at Creativeone Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Custom Financial Solutions, Change Path LLC, Coventry Financial Group, LLC, and Packerland Brokerage Services. Outside of advisory services, he is an independent agent involved in the sale of life insurance and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies in its portfolio management.

Christopher Walsh is a financial advisor with CoreCap Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2020 and has been associated with Capital Choice Financial Services since 2018. Outside of his advisory role, Walsh serves as president of AZ Cash Coach, a budget coaching and counseling business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, fixed income, and selective use of options or short sales.

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Jason Slade is a financial advisor at OneSeven with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advising, he is a partner in a business that owns the building for his Sun City West practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, utilizing both discretionary and non-discretionary strategies with access to a range of investment vehicles and third-party platforms.

Brian Mock is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at IP Financial Advisory Services since 2020 and has longstanding roles at Innovation Partners LLC, M&A Wealth Management, BCBS, and Mock and Associates, a tax and accounting firm where he prepares tax returns for clients. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals.

Murray Chalmers is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Ausdal since 2009 and previously worked at Fox Valley Financial Consultants, Inc. for 26 years. Outside of his advisory role, he is involved in fixed insurance and annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies and access to multiple custodial platforms.

Erica Melissa is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Westminster Financial Advisory Corporation since 2008 and Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and option strategies.

Anthony Rocha is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and credit unions such as Copper State and Canyon. He also serves on the finance committee for Most Holy Trinity Catholic Church in Phoenix. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions, utilizing model portfolios, third-party managers, and a multi-platform approach focused on macro allocation and ongoing portfolio monitoring.