Kurt Petricek is a financial advisor at Zacks Investment Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Guggenheim Funds Distributors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through its extensive wholesaling and model business.

Samantha Licko is a financial advisor at UMB Financial Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options. The firm employs both model-based and manager-driven investment strategies and is affiliated with UMB Bank, offering a range of fixed income and equity investment solutions.

Ashman Murti is a CFP® with seven years of industry experience currently advising at Facet. Prior to joining Facet in 2025, he worked at The Vanguard Group for three years and spent time at Charles Schwab and Fidelity Investments earlier in his career. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management primarily through ETFs. The firm uses a holistic planning approach with a Total Financial Life Resources framework and does not charge percentage-of-AUM fees, instead relying on fixed subscription fees.

Simon Rogers is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at AE Wealth Management, LLC and Alphastar Capital Management, LLC. Outside of his advisory role, Rogers is president of Basildon Financial, where he provides insurance services, and Basildon Tax Services, offering tax preparation. Foundations Investment Advisors, LLC delivers financial planning and portfolio management to a diverse client base, utilizing model portfolios and a combination of fundamental, technical, and cyclical analysis, and incorporates sub-advisory relationships and multiple service affiliates in its operations.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. His previous roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Cyrus Baravati is a CFP® with 13 years of experience in the financial services industry. He currently serves at Concurrent Investment Advisors, LLC and The Wealth Stewards, where he holds the role of Wealth Strategist. His prior experience includes roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, utilizing a primarily long-term, portfolio-driven investment approach with a range of investment vehicles and third-party platforms.

Randall Lee is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley and Mercer Global Advisors, among other roles. Lee is also involved with Ashton Thomas Private Wealth, LLC as an investment analyst. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients. The firm offers various investment programs and retirement plan consulting services, serving individuals, business entities, trusts, estates, and charitable organizations through a team of 18 advisors across six offices.

Jeff Burch is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Trajan Wealth in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2012 to 2023. He is also licensed to sell various insurance products. 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, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Kyle Trueba is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with PFG Advisors and has held previous roles at United Planners, SECURITIES AMERICA, Inc., Equitable Advisors, Axa Advisors, Merrill, and Bank of America. He is also involved with his own business, Sliced Limes. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm utilizes a network of investment advisor representatives who deploy firm-developed model portfolios or third-party managers, often combining top-down macro allocation with index-based ETFs and multi-platform investment solutions.

Dylan Bowman is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Prospect Wealth Advisors. Outside of his advisory work, he owns an e-commerce business, Solwater Store, which sells consumer products online. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analysis.

Corey Goldstein is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining SEIA, he worked at Bank of America and Merrill from 2017 to 2024, and has earlier experience at Dinan & Company and other firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary management styles.

Kiley Hein is a financial advisor at Brighton Jones LLC with a Series 65 designation and one year of industry experience. Before joining Brighton Jones in 2024, Hein's work background includes roles in the food and beverage industry and as a student. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities, using a holistic, balance-sheet approach.

Ronald Demers Jr. is a financial advisor at Madison Partners in Scottsdale, AZ, with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Madison Partners, he worked at Robert Baird & Co., Wells Fargo Clearing, and several other firms. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and long‑term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third‑party sub‑advisers and model portfolios.

Jakob Wagner is a CFP® professional affiliated with The AmeriFlex Group in Tempe, Arizona, with one year of industry experience. His prior roles include positions at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. 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, third-party money manager selection, and retirement plan consulting, utilizing customizable strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

Lance Knight is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds the Series 66 designation and has worked at Ashton Thomas Private Wealth since 2018, with prior experience at firms including M. S. Howells & Co. Outside of his advisory role, Knight serves as chairman of the board for St. Jude’s Ranch for Children, a nonprofit organization. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, and family office services, using a range of investment strategies and platforms including mutual funds, ETFs, independent managers, and alternative investments.

Pierre Brachet is a CFA® charterholder with one year of experience at Modern Wealth Management, LLC. He has worked in the financial industry since 2015, including an 11-year tenure with Public Safety Financial Galloway. Outside of finance, he is a 50% owner and bookkeeper for Giggle and Grow Preschool and Child Care in Gilbert, AZ. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and institutional clients, offering discretionary and non-discretionary investment management alongside tax, estate, and insurance-related services through affiliated entities.

Ariel Gonzalez Jr. is a ChFC® credentialed advisor at Signal Advisors Wealth, LLC with over a decade of experience in the financial industry. He previously operated Ariel Gonzalez Financial Services LLC and Wealth For You Financial LLC. Based in Tempe, AZ, he has been with Signal Advisors Wealth since 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supported by fundamental, quantitative, and technical analysis, while maintaining advisor responsibility for client relationships and suitability.

James Taylor is a CFP® professional with 13 years of industry experience. He currently works at Compound Planning, Inc. and has previously held roles at Mercer Global Advisors, Cable Hill Partners, Versant Capital Management, and Brighton Jones. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm emphasizes customized, risk-based model allocations and incorporates strategies such as low-cost ETFs, direct indexing, and alternative investments through a range of technology and third-party partnerships.

Aaron Brodt is a financial advisor with Ashton Thomas Private Wealth in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 21 years of industry experience. His work history includes roles at Amplify Financial, Amplify Technology, Peachtree Capital Corporation, and GFA Wealth Design. Outside of advising, he is a member and owner of GFA Wealth Design, an insurance sales business. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a multi-strategy approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, alongside options and selective cryptocurrency exposure, supported by its Amplify Platform.

Tanner Welch is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BCG Securities, Pinnacle Peak Private Client Group, and J.P. Morgan Securities. He previously managed an LLC related to fixed index annuity commissions, which is being closed following tax filings. Moors & Cabot serves a diverse client base, including individual, high-net-worth, and institutional investors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of analytic investment approaches and uses third-party sub-advisors and wrap programs to implement client strategies.