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.

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.

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.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of experience in financial advising. He currently works at Foothills Advisors, LLC and has held prior roles at Creative Planning, Keystone Wealth Partners, and TMD & Associates, Inc. Outside of advisory services, he owns and operates Foothills Accounting & Tax, PLLC, providing tax preparation services in Cave Creek, AZ. Foothills Advisors offers discretionary asset management and financial planning to individual and high-net-worth clients, providing complimentary financial plans to portfolio management clients. The firm uses a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling and may utilize third-party sub-advisors, derivatives, and limited borrowing strategies in separately managed accounts.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Timothy Maiefski is a financial advisor with Foothills Advisors, LLC, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Foothills Advisors since 2019 and previously was with Vigilare Wealth Management from 2011 to 2019. Outside of advisory work, he operates as a sole proprietor and is also an insurance agent. Foothills Advisors provides discretionary asset management and financial planning to individual and high-net-worth clients, offering complimentary financial plans to portfolio management clients. The firm uses a goals-based, discretionary approach combining fundamental and technical analysis with Monte Carlo modeling, and employs strategies including derivatives and limited borrowing in separately managed accounts.

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 at Foothills Advisors, LLC in Cave Creek, AZ, holding a Series 66 designation with 17 years of industry experience. He has worked at Heritage Wealth Management and Wells Fargo prior to joining Foothills Advisors in 2018. Jones is also an insurance agent affiliated with Foothills Insurance Group, LLC. Foothills Advisors provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling, and it offers public educational seminars alongside strategies such as covered-call option writing and private placements.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and The Master Planning Group, Inc. He serves on the board of Child’s Wish Ministry, a nonprofit organization. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis, along with tactical sector rotation strategies, and may engage third-party sub-advisors for asset management.

Allen Lang is a financial advisor at Atlas Wealth Management, LLC in Cave Creek, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Wealth Management since 2015. Prior to that, he was self-employed starting in 2013. Atlas Wealth Management primarily serves individual investors, including a substantial number of high-net-worth clients, as well as small pension and retirement plans. The firm’s investment process combines fundamental and technical analysis tailored to client-specific factors and offers discretionary portfolio management alongside financial planning and ERISA plan services.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

Christopher Kuehne is a CFP® professional with five years of industry experience, currently serving as an advisor at Greenwich Advisors, LLC. Prior to joining Greenwich Advisors, he was with Independent Financial Advisors for 30 years. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, utilizing a range of analytical methods and complex investment instruments.

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.