Vicki A Bartimoccia

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 III is a financial advisor at Mount Financial Freedom with eight years of industry experience. He holds a Series 65 designation and has worked at Prism Investment Management and Life Options AZ, in addition to his current role. Luhrs is also president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom provides comprehensive financial planning and portfolio management services to individual, high-net-worth clients, and small business owners. The firm employs an investment approach based on the Efficient Market Hypothesis, using passive, low-cost ETFs and mutual funds tailored to clients’ risk tolerance and objectives, and offers educational workshops as part of its client engagement.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors in Scottsdale, AZ, holding a Series 65 credential with 11 years of industry experience. He also serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology service company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit endowments, using a combination of fundamental and technical analysis within a modern portfolio theory framework. The firm emphasizes institutional-cost structures, global diversification, and tax awareness while managing approximately $92 million in discretionary assets.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Anthony Iarocci Jr. is the principal at Du Lac Investment Group, LLC, an independent advisory firm based in Carefree, Arizona. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at several affiliated investment management and advisory firms. In addition to his advisory work, he serves as CEO and president of related asset management companies involved in investing in private and public entities. Du Lac Investment Group provides investment management and consulting services to a variety of clients, including pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers discretionary trading, wrap fee programs, and consulting services, with a focus on both direct investment oversight and selection of other investment managers.