Timothy Lambros is a financial advisor with Trajan Wealth, L.L.C. in Tucson, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wealth Watch Advisors, LLC and Strategic Stewards, LLC dba Trust Advisor Associates. In addition to his advisory role, he is licensed as an insurance agent and is involved in annuity sales. 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 an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.

Marti Bryant is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, BCJ Capital Management, and DOBA CPA PLLC. In addition to her advisory role, she is licensed as an insurance agent and sells insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk tolerances and tax situations.

Lisa Dickholtz is a CFP® professional with 39 years of industry experience. She is currently with Cooper McManus and has prior experience at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she owns and operates the Atlas Pillow Company, a retail sales and distribution business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process selecting individual securities and pooled products, employing a broad range of instruments including stocks, bonds, mutual funds, ETFs, and options.

Cheryl Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with USAA Investment Services Company. Her career includes roles at multiple USAA entities dating back to 2009. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment business to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Derek Trythall is a financial advisor with OneSeven in Sun City West, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Outside his advisory role, he is a licensed agent writing non-variable life insurance policies and is involved as a member of an LLC that holds the building for his practice. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

John Fitzpatrick is a financial advisor at Savvy with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.M. Arbour, LLC, Foundations Investment Advisors LLC, Fitzco Trading, and Gelber Group White Plains. In addition to his advisory role, he is involved in insurance sales and provides referrals to a tax advisory firm. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Bernadette Broek is a financial advisor at Sequent Planning, LLC with three years of industry experience. She holds a Series 65 credential and has worked at firms including MassMutual Life Insurance Company and MML Investors Services LLC. Outside of her advisory role, she is also an insurance agent affiliated with Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Thomas Kelleher is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. His prior work includes six years at CliftonLarsenAllen, LLP. 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, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and supported by fundamental, technical, and cyclical analysis.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.

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.

Courtney Lewis Williams is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade, and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a Notary Signing Agent and works part-time with the United States Postal Service. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Michael Mchugh is a financial advisor at Diversify Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W. Baird for nine years. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, with a focus on due diligence and alignment with clients’ objectives and ERISA fiduciary requirements.

Thomas Shanley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Diversify Advisory Services since 2023 and has prior experience at Dfpg Investments and through his own firm, T. Haneman Shanley, LLC. In addition to his advisory roles, Shanley serves as an adjunct instructor at Colorado State University's College of Business and is licensed as an attorney. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation tailored to client goals and risk tolerance, offering a range of models and alternative investment options.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.

Kristina Stetson is a Series 65-licensed advisor at Sequent Planning, LLC with two years of industry experience. Prior to joining Sequent Planning in 2024, she worked at TD SYNNEX and Insight. Outside of her advisory role, she owns a small business selling gemstones and costume jewelry. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and provides ongoing investment communications uncommon among firms its size.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Alexander Koury is a CFP® certificant with 17 years of experience in financial advisory. He currently works at Mutual Advisors, LLC and has held previous roles at Hosler Wealth Management, Commonwealth Financial Network, and LPL Financial, among others. Outside of advisory work, he creates content for a financial education website aimed at business owners and is an independent insurance agent. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios with a combination of active and passive strategies that emphasize diversification and alignment with client objectives. The firm is notable for its scale of institutional asset management and its operational features such as access to annuities through an Outsource Insurance Desk and relationships with third-party managers.

Bruce Hosler is a CFP® professional with 29 years of industry experience. He currently works at Mutual Advisors, LLC and Mutual Securities, Inc., joining both firms in 2025. Prior to that, he was affiliated with Commonwealth Financial Network for 21 years and operated Hosler Wealth Management, LLC for nearly three decades. Outside of advisory work, he serves as a financial clerk and audit committee member for a local church and is the author of a book published through his own LLC. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional clients. The firm offers asset management, financial planning, and advisory services, employing a combination of active and passive strategies tailored to clients' objectives through various analytical methods and third-party platforms.