James Graham

Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

Ryan Betts is the sole advisor at Betts LLC in Phoenix, AZ, holding a Series 65 designation with eight years of industry experience. He has worked at Larry B. Betts, CPA and operated Ryan Betts PC, accumulating over 15 years in related fields. Betts LLC provides advisory services primarily through referrals to third-party money managers such as Rockefeller Capital Management. The firm serves individuals, high-net-worth clients, and business entities, focusing on long-term investment strategies aligned with client objectives and risk tolerance while not directly managing client assets.

Robert Kerns III is a financial advisor with Kerns Legacy Planning LLC in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and American Family Insurance. Outside of his advisory work, he serves as an assistant coach for the U14 youth ice hockey team with the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Kerns Legacy Planning LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, utilizing long-term, short-term, and options trading strategies, including the use of margin and derivatives within separately managed accounts.

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.

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.