Angela Knott is a CFP® professional with nine years of industry experience. She is currently with Verus Capital Partners, LLC and LPL Financial, having previously worked at The Vanguard Group, Bank of America, Amazon, and in the fitness and wellness sector. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives and risk tolerance.

Christopher Lutzel is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012. Lutzel is also involved as a managing member of Sonoran Creek Wealth Advisors, LLC, focusing on financial and estate planning. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Marks is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Summit Wealth Group since 2016 and holds a Series 66 license. Outside of his advisory role, he owns Fore Right, LLC, a private entity established for personal tax purposes, and co-owns a marketing company based in Colorado. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment allocations using various analytical approaches and frequently implements strategies through third-party money managers and sub-advised models.

Tyler Soria is a financial advisor at Ashton Thomas Private Wealth with a Series 65 credential. He began his advisory career in 2026 and has prior experience in logistics and fitness industries. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, employing a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.

Curtis Smith is a financial advisor at Avior Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Wealth Alliance, Kingswood Capital Partners, and Raymond James Financial Services. Smith is also the owner of Clearview Financial Group LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Elizabeth Connor is a financial advisor at RFG Advisory, LLC in Tempe, Arizona, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and annuity management.

James Cannon is a financial advisor with Dynamic in Phoenix, AZ, holding Series 63, Series 65, and Series 66 registrations and bringing 15 years of industry experience. He has been with Dynamic Advisor Solutions LLC since 2008 and is a manager of RIA Partners Group, LLC. Additionally, Mr. Cannon owns 4% of Aculis Inc., a company developing AI applications for the wealth management industry, in which he has minimal involvement. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, employing a long-term, client-specific investment approach while providing technology, operational, and compliance support to other advisers.

Johanny De Jesus is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Modern Wealth Management in 2026, Johanny worked at Edward Jones from 2011 to 2025. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and various management strategies.

Scott Schwartz is a CFP® professional with 40 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Bleakley Financial Group LLC, LPL Financial, LLC, and Private Advisor Group, LLC. Schwartz is also involved in providing non-variable insurance products, including term, life, disability, LTC, and fixed annuities. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Carl Bosch Jr. is a financial advisor with Archer Investment Corporation in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Archer in 2019, he worked at HD Vest Insurance Agency and H.D. Vest Investment Securities, and he has operated Bosch Financial Services, Inc., a tax preparation and accounting firm, since 1984. Outside of advisory work, he is involved in buying and selling collectibles online and participates in merchandise activities for Sun Devil Apparel Company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach and works with accountants and CPAs within a multi-branch, independent-contractor model, managing approximately $1.01 billion in discretionary assets.

Javier Traver is a financial advisor at Modern Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Homeslice and UCLA. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of specialized offerings.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

Chloe Berentsen is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and four years of industry experience. She has been with United Capital since 2018, with prior work experience outside the financial industry. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized asset allocation strategies and offers a range of affiliated services, including legal, trust, lending, and technology platforms for independent advisors.

Steven Kulesza is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Dynamic Wealth Advisors and previously worked at MSH Capital Advisors LLC, M.S. Howells & CO, and Charles Schwab. Based in Phoenix, AZ, he holds the Series 66 designation. 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 approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a notable focus on supporting other advisers through technology and operational resources.

Jason Gambaiani is a financial advisor at Ashton Thomas Private Wealth with 10 years of industry experience. He holds a Series 66 credential and previously worked at Voya Financial Advisors for a decade. In addition to his advisory role, he serves as Director of Trading and Investments for Amplify Technology, LLC. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, typically utilizing a diversified investment approach across mutual funds, ETFs, independent managers, and alternative strategies.

Stephanie Linkenheld is a financial advisor at Avior Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird and Raymond James Financial Services Advisors. Outside of finance, she has professional experience with CorePower Yoga and State 48 Lager House. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banking institutions. The firm employs a fundamental investment approach with a mix of direct portfolio management and separately managed account models, offering both discretionary and non-discretionary services.

Brian Jack is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, BCG Securities, and Pinnacle Peak Private Client Group. Outside of his advisory work, he serves as Managing Director at Pinnacle Peak Client Group and acts as a fixed insurance agent. Ashton Thomas Private Wealth provides 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 centered on its Amplify Platform, offering discretionary and non-discretionary portfolio management across a broad range of asset classes and strategies.

Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Cerner Corporation and has served as a board member for the Fore the Kids KC charity and as a mentor for the National Alopecia Areata Foundation. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as its qualified custodian and broker-dealer.

Adam Degiorgio is a financial advisor at Trajan Wealth, L.L.C. with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, tailoring portfolios to clients’ risk tolerances and unique circumstances.