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® professional with 17 years of industry experience, currently serving at Mutual Advisors, LLC. His prior roles include positions at Hosler Wealth Management, WealthForeSight, and Commonwealth Financial Network. Outside of advisory work, he creates financial education content for business owners through his website, My Retirement. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Bruce Hosler is a Certified Financial Planner® with 29 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. Outside of his advisory role, he serves as a financial clerk and audit committee member for a non-profit church organization and is the author of a financial planning book. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and supports a range of platforms and third-party managers, with notable capabilities in serving sovereign wealth funds and other specialized institutional clients.

Michael Wood is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Florida Financial Advisors, LPL Financial, and various non-financial positions. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, long-term investment approach focused on stocks, ETFs, and selective mutual funds, with portfolios tailored to clients’ individual circumstances.

Walter Less is a financial advisor at Trajan Wealth, L.L.C. with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Wells Fargo Clearing, and South State Investment Services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, and various entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, with portfolios tailored to clients’ specific financial situations and coordinated with affiliated tax, estate, and insurance professionals.

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.

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.

Jay Klavene is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary and does not manage individual client portfolios or charge asset-based fees.

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.

Thomas Bugbee is a CFP® professional with 20 years of experience in financial advising. He has worked at Sequent Planning, LLC since 2020 and previously held roles at Securities America Advisors, Investment Advisors, and ProEquities, Inc. In addition to his advisory work, he is involved with Futurity First Insurance Group as a financial planner, though he receives no compensation from them. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Hanwool Jung is a Series 66 licensed financial advisor with three years of industry experience, currently with Trajan Wealth, L.L.C. in Scottsdale, AZ. Prior to joining Trajan Wealth in 2026, Jung held positions at MML Investors Services, MassMutual Life Insurance, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory work, he serves as Lead Pastor for the nonprofit mission organization Fishers of Men Ministry International. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients' risk tolerances, tax considerations, and legacy holdings.

Dominick Deangelis is a CFP® with 13 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C. and has held previous roles at firms including First Advisors National, UnionBanc Investment Services, Versant Capital Management, Charles Schwab, Northwestern Mutual, and Learnvest Inc. He also sells fixed-indexed annuities as part of his role at Trajan Wealth. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Catherine Lopez is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 24 years of industry experience. She has worked in various roles within the USAA organization since 2016 and has prior experience at Comerica Securities, Inc. From 2015 to 2018, she co-owned Treasure Trolls LLC, a resale business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm emphasizes retirement savings and income planning and operates mainly as a referral intermediary rather than managing client assets directly.

Mark Fulton is a financial advisor with Wealthcare Advisory Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2016 and has been associated with Christopher Urness since 2013. Outside of his advisory roles, he is involved in teaching through Great Hearts America. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets across a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth and investment management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process.

Robert Himmelman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at Fortitude Family Office, LPL Financial, Stratos Wealth Partners, and UBS Financial Services among others. Mission Wealth Management is a multi-team SEC-registered advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as for institutional clients. The firm emphasizes customized, long-term investment strategies using a broad range of assets and offers discretionary account management with tax-aware trading and rebalancing.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Christopher Bowman is a financial advisor with CreativeOne Wealth, LLC who holds the Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at several firms including Prospect Wealth Advisors, LLC, Claraphi Advisory Network, LLC, and Aeon Capital, Inc. In addition to his advisory role, he is a member and owner of PWA Partners, LLC, an insurance sales business, and is involved with Triada LLC, which manages and develops real estate ventures. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, Merrill Lynch, TEKsystems, and Rent-A-Center. Mitchell is based in Scottsdale, AZ. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

Justus Novak is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, Inc., and Northwestern Mutual. Outside of advising, Novak has maintained an insurance license. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supplemented by a combination of fundamental and technical analysis and access to alternative investments.

Dustin Brutton is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he authors a spiritual blog through his ownership of the Surrender Project. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.