Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Scott Knutson is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory role, Knutson manages ranch and land-related business activities through ownership and management roles in Montana-based enterprises. 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 multi-manager approach with discretionary and non-discretionary portfolio management, incorporating mutual funds, ETFs, independent managers, and alternative strategies through its Amplify Platform.

Charles Rainey is a financial advisor at PFG Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group, Inc., Osaic Wealth Inc., and United Planners. 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 involves the use of model portfolios and third-party managers, emphasizing macro allocation and index-based ETFs, supported by routine monitoring and rebalancing.

Adam Klein is a financial advisor at Brookwood Investment Group with nine years of industry experience. He previously worked at Belpointe Asset Management for seven years and has a background in chiropractic services. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies and advisor-level fee arrangements.

Sean Rawlings is a financial advisor at Lifeworks Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. His prior roles include positions at WealthBound Advisors, MML Investors Services, LLC, and GoldBook Financial, as well as experience at Arizona State University. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches, integrates tax and accounting services, and uses technology and AI tools to support its fiduciary responsibilities.

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

Weylin Mc Adams is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 license and two years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Edge, and Asset Preservation Wealth & Tax. Foundations Investment Advisors, LLC is a registered investment adviser serving a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Kevin Williamson is a financial advisor at Parallel Advisors, LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. for 16 years and Wells Fargo Investments, LLC for one year. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

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. in Phoenix, AZ, holding a Series 66 designation with 13 years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Chase Investment Services Corp. Outside of her advisory work, she operates an online jewelry sales business called Beachin' Brujas. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm utilizes multiple managed account programs and offers both discretionary and non-discretionary investment options, with a focus on integrating its affiliation with UMB Bank into its fixed-income and municipal advisory practices.

Ashman Murti is a CFP® certificant with seven years of industry experience. He currently works at Facet and previously held roles at The Vanguard Group, Charles Schwab, and Fidelity Investments. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and leverages technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolio management and regular account reviews.

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 and bringing 22 years of industry experience. His prior roles include positions at ICMA-RC Services, Leafhouse Financial Advisors, Nationwide Investment Services Corporation, and Principal Financial Services. Outside of his advisory work, he is a 25 percent owner of Boshi Boys, LLC, a distributor of Shaklee nutritional and cleaning products. MissionSquare Retirement serves state and local government employers and their employees, as well as certain nonprofit entities, by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services supported by investment advice and portfolio management from Morningstar Investment Management.

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.

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.

Corey Goldstein is a CFP® professional at SEIA with nine years of industry experience. He previously worked at Bank of America and Merrill from 2017 to 2024 and has experience with Dinan & Company and Severin Investments LLC. He is based in Phoenix, AZ. SEIA is an SEC-registered, multi-team advisory firm serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and offers a range of non-discretionary and discretionary portfolio management and financial planning services.

Kiley Hein is a financial advisor at Brighton Jones LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, Kiley’s work history includes roles outside of finance such as positions at Village Bar and Grill and Brewed Awakenings Coffee Roasters. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management, financial planning, and access to affiliated private investment funds and trust services.

Ronald Demers Jr. is a financial advisor at Madison Partners with 12 years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at Robert Baird & Co., Wells Fargo Clearing, and Saratoga Capital Management LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction, utilizing ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Jakob Wagner is a CFP® professional with one year of industry experience, currently with The AmeriFlex Group in Tempe, AZ. His work history includes roles at Ameriflex Financial Services, Cambridge Investment Research, and Dentist Advisors. Outside of his advisory role, he is associated with Zweifel Investments LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing 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.