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.

Sam De Green is the principal advisor at DeGreen Private Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Allworth Financial, L.P. and DeGreen Capital Management, LLC. Before entering the financial industry, he worked at Berklee College of Music for four years. DeGreen Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolios using a range of securities and employs diverse analytic methods, including fundamental and quantitative analysis, along with corporate planning services and oversight of third-party managers.

Joel Beyer is a financial advisor with 25 years of industry experience and holds Series 63 and Series 65 designations. He is currently with 21:5 Advisors, LLC, where he has worked since 2024. His prior experience includes roles at RFG Advisory, Heritage Wealth Management, 215 Advisors, and Tres Wealth Management, as well as extensive self-employment since 1989. 21:5 Advisors is a fee-only firm providing discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes asset-allocation-based portfolio construction and begins client relationships with a proprietary Financial Road Map® to address a wide range of planning topics through both ongoing and project-based engagements.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

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.

Saul Medina is a CFP® professional with 13 years of experience in the financial services industry. He is the principal of True Fiduciary Financial Advisors, LLC and previously worked at Vanguard for seven years. Outside of his advisory role, he is also involved in real estate sales as a licensed Realtor. True Fiduciary Financial Advisors, LLC provides portfolio management and standalone financial planning primarily to individuals and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading approach, employing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Seth Mcbee is the principal advisor at McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation with 25 years of industry experience. His career includes roles at HBW Phoenix, Inc., HBW Advisory Services LLC, Hbw Securities LLC, and Adirondack Trading Group, LLC. Outside of financial advising, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and portfolio management to individuals, businesses, and trusts. The firm manages discretionary and non-discretionary portfolios using both a Strategic Asset Management approach and an Active Management Program, serving a high client count with services that include retirement planning, college funding, employee benefits, and qualified plan subaccount analysis.

Sean Babin is a CFP® professional with nine years of experience in financial advising. He is the principal of Babin Wealth Management, an independent firm he founded in 2024. Prior to establishing his firm, he worked at Edward Jones, Matson Money Inc, and Charles Schwab & Co Inc. Outside of finance, he was involved with Gwin Wine and Beer LLC, a business he co-owned from 2016 to 2020. Babin Wealth Management is a fee-only adviser serving individuals and businesses, managing approximately $28 million for about 105 clients. The firm’s investment approach integrates asset allocation and Modern Portfolio Theory, combining passive and active strategies with fundamental analysis to tailor portfolios according to client goals and risk tolerance.

Steven Jurich is a financial advisor with Think Wealth Advisory, LLC in Scottsdale, AZ, holding a Series 65 credential and 16 years of industry experience. He has been associated with IQ Wealth Advisory and related entities since 2009. Outside of advisory work, Mr. Jurich produces a daily radio show focused on retirement issues, for which he writes and edits all content, and he is also an author contributing to public forums including Kiplinger.com. Think Wealth Advisory provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm utilizes third-party money managers and solicitor relationships, with a focus on clients’ objectives and risk tolerances, while also offering insurance and annuity services through an affiliated entity.

Roger Bracken is a financial advisor with Pinnacle Peak Wealth Management in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has previously worked at Pogson & Matt Wealth Management Group and Mgb Group LLC. Since 2016, he has also been involved with Dynamic Wealth Advisors, Inc., dedicating up to half of his monthly time to activities there during client account transitions. Pinnacle Peak Wealth Management is an independent, single-advisor firm serving individuals and high-net-worth clients with financial planning and portfolio management. The firm utilizes Modern Portfolio Theory combined with fundamental analysis and offers comprehensive, customized plans alongside discretionary investment management.

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.

Yuerg Eichmann is a financial advisor at Swiss American Asset Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Horter Investment Management and Virtue Capital Management. Outside of advisory services, Eichmann is a licensed real estate agent and an independent insurance advisor, managing a separate business focused on life insurance, annuities, and long-term care products. Swiss American Asset Management provides oversight and selection of third-party money managers and model portfolios for individual and high-net-worth clients. The firm acts as an intermediary, recommending and monitoring sub-advisers and coordinating discretionary and non-discretionary allocations based on client suitability assessments.

Matthew Miller is a CFA® charterholder and the sole advisor at Elevate Investment Management, LLC in Scottsdale, AZ. He has over two decades of experience with Northern Trust before founding Elevate Investment Management in 2025. Elevate Investment Management serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm utilizes fundamental analysis and modern portfolio theory to build long-term portfolios and incorporates options strategies alongside traditional asset classes.

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.