Stephen Dolgos

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Gregg Tushaus is the sole advisor at Big Cedar Investment Advisors in Scottsdale, AZ. He holds a Series 65 designation and has 10 years of industry experience. In addition to his advisory role, he serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology services company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit entities. The firm manages approximately $92.2 million in discretionary assets and employs a strategy combining fundamental and technical analysis within a modern portfolio theory framework.

Anthony Iarocci Jr. is the principal of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting other investment managers.

Steven Mosshart is a financial advisor at Raymond John Financial Management LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations with 34 years of industry experience. He previously worked at StraightLine for 19 years before a brief retirement in 2024. Raymond John Financial Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a range of analytical methods and strategies, including long-term allocations and short-term trading, and focuses on mutual funds, equities, ETFs, fixed income, REITs, and Treasury inflation-protected bonds.