Bryan Heath is a financial advisor with Gradient Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Pacific Capital Resource Group, Royal Alliance, and Hornor, Townsend & Kent, among others. Outside of his advisory role, Heath has maintained a long-standing career in freelance TV sports production, specializing in computer graphics and on-air animation since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and employing various analysis methods to support client portfolios.

Cari Schulz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Charles Schwab, and Fidelity. Outside of traditional advisory work, Schulz runs a YouTube channel called The Rhino Investor where she creates investment content and shares personal stories to educate viewers about investing. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs and specializes in a predominance of non-discretionary asset management.

Timothy Horst is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior experience includes roles at USAA Investment Management and Lincoln Financial Group. Outside the advisory business, he manages a real estate business focused on buying, renovating, and selling houses. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research, offering diversified strategies through model portfolios, third-party managers, and a low-cost ETF option.

Edward Mckelvey is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Wealth Management, LLC and 215 Advisors, LLC. Additionally, he owns and operates an independent insurance agency, Mckelvey Financial. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base through discretionary portfolio management.

Christopher Mariner is a financial advisor at OneSeven with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Inc. for 17 years before joining OneSeven. Outside of advisory work, he is involved in several business ventures including ownership roles in multiple LLCs unrelated to investment activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, utilizing a combination of mutual funds, ETFs, individual securities, alternatives, and third-party managed accounts.

Larry Mitchell is a financial advisor at Geneos Wealth Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos Wealth Management since 2006. He also operates Robert Harding Financial Group and is involved as an independent representative with various insurance carriers focused on fixed products. Outside of finance, he owns a family farm. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Matt Milosevich II is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He has held roles at firms including Independent Wealth Management, Fidelity and Guaranty Life, and Financial Independence Group. In addition to his advisory work, he owns and operates HPY Financial Solutions, where he provides financial consulting and life insurance services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies and integrates tax-aware optimization and custom indexing tools in its investment process.

Jeremy Erisman is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management LLC and Morgan Stanley. He is also involved in insurance sales, consulting, and education through Clear Solutions LLC DBA Bergen Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Andrew Hansen is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Foundations Investment Advisors, AE Wealth Management, and Summit Wealth Partners. Outside of advisory work, he is president of Hansen Logistic, Inc., a contracted service provider for FedEx Ground. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs discretionary portfolio management using proprietary models and third-party managers, integrating strategies such as modern portfolio theory and quantitative analysis.

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services, Inc. Brian is also the owner of several support companies and serves as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios and offers both discretionary and non-discretionary arrangements, implementing strategies through independent managers and third-party platforms.

Brock Baker is a financial advisor at Inspire Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thivent Investment Management Inc., World Equity Group, Inc., and Impact Alliance. He serves as treasurer for Impact Alliance, a nonprofit focused on cultural and language immersion programs for students from Spain. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods while often delegating management to sub-advisors and using affiliated managers and proprietary ETFs.

Dudley Balzer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously with LPL Financial and V Wealth Management. Outside of his advisory role, Balzer is involved as a member and manager of JPB Farms, LLC, a real estate rental business. 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 sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory resources.

Joseph Olivo is a CFP®-credentialed financial advisor at Facet with seven years of industry experience. He has previously worked at firms including Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. Outside of his advisory work, he owns a mortgage brokerage business in Goodyear, AZ. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of financial planning areas. The firm employs model-based asset allocations utilizing ETFs and technology-driven processes, serving both non-high-net-worth and high-net-worth households through phone, video, and a proprietary web platform.

Vincent La Fata is a Series 66 licensed advisor with Navy Federal Investment Services, LLC and has five years of industry experience. His prior roles include positions at JPMorgan securities, Edward Jones, and Family First Life, where he was involved in insurance products. Outside of his advisory work, he has worked as a driver for Lyft and Uber and has served as a plasma donor. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers both advisory and commission-based channels through its dual registration as an investment adviser and broker-dealer.

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Justin Carlson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Magellan Financial since 2022 and has been affiliated with Foundations Investment Advisors, Fusion Investment Advisors, and Arizona Lighting Innovations, LLC. Outside of his advisory work, Carlson is involved as a minority owner and manager in Arizona Lighting Innovations, a business-to-business company specializing in energy-efficient lighting retrofits, and holds investor interests in several restaurant and bar ventures in Arizona. Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement tailored investment strategies.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Pamela Prine is a financial advisor at J. W. Cole Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors since 2012. Besides her advisory role, she is involved in business consulting with a focus on estate preparation, Social Security fundamentals, and tax planning, and serves as Communication Director on a local interfaith and civic council. J.W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and utilizes both fundamental and technical analysis as well as digital advice platforms.

Cynthia Tornetta is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. Her prior experience includes roles at The Vanguard Group, Voya Investment Management, Bankers Life Securities, and FBL Financial Group. Integrity Alliance serves individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services and employs diverse investment approaches supported by multiple third-party platforms.