Brice Willoughby

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.

Nicholas Green is the managing partner of FMT Investment Advisory, operating under Green Partners, LLC, with 21 years of experience in the financial advisory industry. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Based in Phoenix, AZ, he serves a diverse client base including individuals, high-net-worth clients, and business entities. FMT Investment Advisory is a fee-only registered investment adviser providing discretionary portfolio management, investment planning, and supervisory services. The firm manages approximately $24.4 million across about 43 clients, employing a combination of fundamental and technical analysis with a range of investable instruments including options and derivatives, and offers advisory services to corporate clients such as pension consulting.

Benjamin Coats is the sole advisor at Coats Wealth Management in Gilbert, AZ. He holds a Series 65 designation and has prior work experience at Granite Lake Partners, Ascend Software, and Happy Paws Veterinary Partners. Coats Wealth Management is a registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, families, small business owners, professionals, and institutional clients. The firm employs a fundamental analysis approach with diversified asset allocation and provides client oversight through regular reviews and quarterly performance reports.

Richard Goldman is a financial advisor with Conscient Capital, LLC in Phoenix, AZ. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has worked with Mutual Securities, Inc. since 2009 and Interwealth Management Advisors, LLC since 2007. He is also involved with Richard Goldman Asset Management, an SEC-registered investment adviser. Conscient Capital is an independent, single-advisor firm that provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm focuses on total return with portfolios built around equities and ETFs, emphasizing capital preservation and income through fundamental research and hedging strategies.

Alan Norris is a CFP® professional with 23 years of industry experience. He has led Norris Wealth Management, LLC since 2011. The firm advises sponsors and participants of qualified retirement plans, providing financial planning and investment advisory services to individuals and certain business entities. Norris Wealth Management accepts specified fiduciary roles, offers pension consulting and participant education, and typically implements strategies through third-party money managers and institutional funds with ongoing monitoring and reviews.