Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Steven Leland is a CFP® and ChFC® with 23 years of experience in financial advising. He currently works at Ashton Thomas Private Wealth and has previously held roles at US Bank, Brightside, Northwestern Mutual, LearnVest, and TIAA-CREF. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Michael Larriva is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. He previously worked at Perspective Financial Services, LLC from 2007 to 2023 and has been associated with Thrivent Advisor Network LLC since 2023. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, combining third-party manager due diligence with both discretionary and non-discretionary portfolio management aligned with clients’ objectives.

Ted Rifkin Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mutual of Omaha since 2020. Outside of his advisory role, he performs as a live musician. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs through a platform relationship with Envestnet. The firm serves a broad client base with a variety of managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, Tillman worked at Oceanic Partners and Emerson Equity LLC. He is also Managing Director of Headwall Private Markets, a business involved in broker and SPV services for Pre-IPO companies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and brokerage services, with a focus on an open-architecture investment approach and notable international investing through third-party managers and affiliated private funds.

Nicholas Gearhart is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. He previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Cornerstone Wealth Advisors. His background also includes experience outside of finance, having been involved with Great Lakes Clothing Company and collegiate hockey at St. Cloud State University. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm employs a holistic, balance-sheet approach, offering discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Jordan Twogood is an investment advisor representative with EverSource Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation and 10 years of industry experience. He previously worked at Merwin Capital Management, LLC for eight years and has been involved with Twogood Financial Services, Inc since 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, advisory, and consulting services, delivering advice through a national network of representatives using multiple investment programs and a values-based, investor-profiling approach.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. Prior to joining Maridea in 2026, she worked at LPL Financial, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group, accumulating over a decade of industry experience. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and fiduciary services. The firm manages portfolios primarily through diversified, low-cost mutual funds and ETFs using fundamental analysis and modern portfolio theory, with portfolios managed on a discretionary basis and tailored planning.

Charles Walling is a financial advisor with Arkadios Wealth Advisors in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Triad Advisors, Inc. for seven years before joining Arkadios Wealth Advisors and Arkadios Capital in 2023. Outside of his advisory role, he is a member of WC Pets LLC, a non-investment-related business. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a blend of fundamental, technical, and cyclical analysis and employs various portfolio management options, including internally managed accounts, model portfolios, and third-party managers.

Darrell Kulow is a financial advisor at PFG Advisors with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, Securities America, and United Planners. He is also involved with Hebberd-Kulow Ent, Inc., an independent business he has maintained since 2001. 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 and offers access to third-party money managers and platforms.

Richard Boehm is a CFP® professional with 33 years of industry experience. He is currently with Winthrop Wealth and has held roles at Unified Wealth Management, Unified Tax Services, and LPL Financial. Boehm is also the founder and managing partner of Unified Wealth Management and spends part of his time preparing income taxes for individuals and businesses. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension plans, and charitable organizations, offering integrated private wealth management with a long-term investment approach implemented through an Investment Committee. The firm utilizes a combination of internally managed strategies and third-party managers and provides tailored services for retirement plans and institutional accounts.

Timothy Garretson is a financial advisor at Dynamic with 19 years of industry experience. He holds the Series 66 designation and has worked at Dynamic Wealth Advisors under different dba names since 2018, as well as with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. in prior roles. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers comprehensive services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and operational resources.

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Euro Pacific Capital since 2014 and maintains involvement with Moore Masunas and Moore, a law firm. Outside of finance, he owns a sports complex focused on athlete training and is a co-founder of a drone-based spray cleaning business. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a notable emphasis on international investing and offers a combination of in-house management, third-party money managers, and sub-advisers.

Quinlan Popham is a financial advisor at Continuum Advisory, LLC, holding a Series 65 designation. Quinlan has experience working at Clark Street Financial and several other firms across various industries. Quinlan also has a decade of involvement with Northern Arizona University and educational roles at the high school and college levels. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and discretionary portfolio management using a diverse range of investment options and professional integrations.

Lee Mason is a financial advisor with Thrivent Advisor Network, LLC, based in Mesa, AZ. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Robinhood Financial, LLC, and PKS Investments. Mason also operated a business called Coyo Az Deliveries from 2022 to 2023. Thrivent Advisor Network serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a broad network of advisors managing approximately $6.8 billion in assets. The firm offers customized portfolio management, financial planning, and utilizes a range of investment strategies emphasizing low-cost diversified mutual funds and ETFs alongside other asset classes.

Scott Preble is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Kingdom Financial Group LLC and Fullerton Financial Planning, and is currently involved with Asset Preservation Tax & Retirement Services, where he provides insurance and annuity solutions along with tax and estate planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Catherine Lopez is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 24 years of industry experience. She has worked in various roles within the USAA organization since 2016 and has prior experience at Comerica Securities, Inc. From 2015 to 2018, she co-owned Treasure Trolls LLC, a resale business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm emphasizes retirement savings and income planning and operates mainly as a referral intermediary rather than managing client assets directly.

James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.