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 a financial advisor at Big Cedar Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and has served in executive management roles outside of finance, including Chief Technology and Strategy Officer at Corporate Central Credit Union and President of Emergifi, LLC. Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm uses a combination of fundamental and technical analysis within a modern portfolio theory framework and manages discretionary accounts with a focus on institutional-type clients.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments, LLC. Outside of his advisory role, he is the owner and data scientist of Jacob AI LLC, a firm focused on processing and analyzing large datasets using deep learning techniques. Lilliano Capital Management LLC serves as a sub-advisor to primary advisors by providing discretionary portfolio management for separately managed accounts. The firm employs a systematic, technology-driven investment approach with multiple strategies aimed at low correlation with equity markets and operates exclusively in a sub-advisory capacity without direct client relationships.

Anthony Iarocci Jr. is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. since 1981 and currently serves as president and manager of DCA Advisory LLC. His other business activities include leadership roles in asset and wealth management firms focused on investing in private and public entities. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and integrates brokerage, capital markets, clearing, and prime services with a notable presence in commodities and derivatives.

Matthew Agnetti is a financial advisor at Clearview Private Wealth in Peoria, AZ, holding a Series 65 designation with no prior industry experience. His previous work includes roles at American Income Life Insurance Company and nutrition-related businesses. He maintains an active insurance license but is not currently contracted with any carriers or selling insurance products. Clearview Private Wealth offers discretionary portfolio management and project-based financial planning services, utilizing a blended investment process that combines fundamental security selection with technical analysis within a core-satellite framework. The firm serves clients with varying risk profiles and employs ongoing account monitoring and formal annual reviews.

David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.

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.

Gregory Goodman is the sole advisor at EMRO Asset Management, LLC, based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 5 years of experience in financial advising, alongside over 30 years as an attorney and partner at the law firm Goodman & Goodman. His dual roles in law and investment advising are notable aspects of his professional background. EMRO Asset Management is an independent, single-advisor firm serving a small group of high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, utilizing multiple analysis methods and a range of investment strategies tailored to client goals and risk tolerance.

Douglas Johnson is the sole advisor at Rockford Asset Management LLC in Anthem, AZ, holding a Series 65 credential and bringing 21 years of industry experience. He has worked at Rockford Asset Management since 2003. Rockford Asset Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, creating customized asset allocations and investment policy statements for each client.

Lisbeth Weiss is a financial advisor at Weiss Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has focused her practice on serving clients primarily in or near retirement. Weiss Financial Services is an independent, fee-only advisory firm that provides comprehensive financial planning and consulting to individuals, trusts, small businesses, and small nonprofit organizations. The firm emphasizes a non-discretionary investment approach grounded in modern portfolio theory, with a focus on retirement income, asset preservation, and tax planning.

Guy Chadwick is a Series 66-licensed financial advisor with one year of industry experience, currently serving at Third Stanza Group. His prior experience includes roles at Edward Jones and six years with the U.S. Army, Department of Defense. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group provides fee-based investment advisory services and comprehensive financial planning primarily to institutional clients and plan sponsors, with a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and consulting support focused on qualified retirement plans and employs a distinctive consulting service for plan evaluation and investment policy statement development.

Aaron Coates is a CFP® professional with six years of industry experience. He is the principal of Foothills Wealth Management, LLC, and also owns Foothills Accounting & Tax, PLLC, where he provides tax preparation services. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, and other firms. Foothills Wealth Management is a state-registered investment advisory firm serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a passive portfolio construction approach using index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.

Randall Vincent is a financial advisor at Stonebrook Capital Management, Inc. in Carefree, AZ, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64.1 million across about 110 clients, employing customized asset-allocation portfolios with a mix of fundamental and technical analysis and diversification strategies aimed at limiting downside risk.

Timothy Maiefski is a financial advisor at Foothills Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Vigilare Wealth Management. Outside of his advisory role, he is also an insurance agent. Foothills Advisors, LLC provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, and corporate entities. The firm combines fundamental and technical analysis with Monte Carlo modeling and may use third-party sub-advisors and covered-call option strategies as part of its investment approach.

Jeffrey Snell is a financial advisor at JR Snell Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2001. Prior to that, he was affiliated with JR Snell & Co. starting in 1997. JR Snell Capital Management, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis to select securities and ETFs, and offers financial coaching along with online planning tools.

Jeffrey Jones is a financial advisor with Foothills Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Foothills Advisors since 2018 and previously at Heritage Wealth Management, LLC. Outside of advising, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors, LLC provides discretionary asset management and financial planning to individuals and corporate clients, including high-net-worth individuals. The firm uses a combination of fundamental and technical analysis alongside Monte Carlo modeling and may delegate portfolio management to third-party sub-advisors.

Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds the Series 65 designation and has worked at several firms, including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Outside of advising, Schisler is also active as an insurance agent involved in insurance sales and services. APEX Wealth Advisors provides investment management and financial planning to individuals, charities, and business entities. The firm manages approximately $102.6 million in discretionary assets and employs an asset-allocation approach using model portfolios, often incorporating ETFs and diversified holdings, while facilitating estate planning through a third-party technology provider.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and Premier Southwest Planning Group. He serves as a board member for Child's Wish Ministry, a nonprofit organization. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning to individuals, business entities, and retirement plans. The firm manages approximately $52 million in assets using fundamental, technical, and cyclical analysis, with an actively managed Tactical Sector Rotation strategy and offers both ongoing portfolio management and modular planning engagements.