Anne Ertel Sawasky is a financial advisor with Unique Investment Advisors, LLC and holds the ChFC®, Series 63, and Series 65 designations. She has 10 years of industry experience and has worked at Unique Investment Advisors since 2025. She is also the owner and attorney of Sawasky Law LLC, a law practice established in 1997, and is involved with Quo Vadis Solutions LLC, a business consulting and insurance services firm. Unique Investment Advisors provides co-advisory investment advice and retirement-plan services to individuals, corporations, business entities, and plan sponsors. The firm collaborates with a third-party platform to implement investment strategies based on Modern Portfolio and Efficient Market principles, while supporting clients through education, policy development, and account reviews.

Timothy Milkwick is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Embark Wealth Management, LLC. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. In addition to his advisory role, he provides accounting services related to business retirement plans through Accounting Fulfillment Services, LLC and is a licensed insurance agent. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans by offering portfolio management and financial planning services. The firm emphasizes written Investment Policy Statements and applies fundamental analysis with a mix of trading strategies, primarily managing assets on a non-discretionary basis.

Kevin Haggerty is a financial advisor at Evolution Vision Wealth Management in Phoenix, AZ, with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Evolution Vision Wealth Management in 2026, he worked at TNL Asset Management, Alpine Bank Wealth Management, and New York Life, among others. Outside of financial advising, Kevin owns a minority stake in a take-out pizza business and co-owns a bill pay company. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $65 million in discretionary assets across 98 client relationships, using a blend of fundamental and technical analysis to construct tailored portfolios with stocks, bonds, mutual funds, ETFs, and private securities.

Jeffrey Burg is a financial advisor at AlphaTrust Advisors with 23 years of industry experience. He previously worked at Cambridge Investment Research Advisors and AIG Capital Services. Burg serves as president of the Aspiring Youth Academy, a nonprofit focused on youth development, and holds board positions with the Sun Devils and the Foundation for Financial Education. AlphaTrust Advisors offers discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios combining fundamental, technical, and quantitative analysis primarily through ETFs, stocks, bonds, and mutual funds, and supplements research with artificial intelligence tools for decision support.

Doralee Meyer is a CFP® with 11 years of industry experience, currently affiliated with Merino Wealth Management. Her prior roles include positions at Guided by Grace LLC and WellAcre Global Wealth Advisors. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients with portfolio management and financial planning services. The firm employs an investment process based on Modern Portfolio Theory, offering tailored investment management, comprehensive ongoing planning, and access to third-party managers and a cash-management aggregator called Flourish Cash.

Jennifer Strymecki is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, holding a Series 65 designation with eight years of industry experience. Her prior work includes roles at Cardinal Point Capital Management and Ernst & Young. Transition Financial Advisors Group serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary investment management and financial planning. The firm employs AUM-based strategies using mutual funds, ETFs, equities, fixed income, and options, with a notable focus on cross-border planning and integrated derivatives use.

Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

Jackson Beck is a CFP® with eight years of industry experience, currently serving as an advisor at Taurum Retirement Partners, LLC since 2016. Prior to this, he worked at Sluffin It Consulting and Utah State University. He was also the managing member of a pass-through tax conduit entity that was dissolved in 2021. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients with discretionary portfolio management and access to third-party managed programs. The firm uses Modern Portfolio Theory and fundamental analysis to create personalized asset allocations, employing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Matthew Benson is a CFP® with 12 years of experience in financial advising. He founded Sonmore Financial LLC in 2020 after five years at Next Financial Group, Inc. He holds Series 63 and Series 65 licenses and operates from Chandler, AZ. Sonmore Financial LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm serves high-net-worth clients and offers retirement plan advisory services, combining in-house decision-making with third-party model solutions and a platform for managing held-away retirement accounts.

Ross Almlie is a financial advisor with Future Bright, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Future Bright since 2015 and previously at BreadVault, LLC, as well as operating as a sole proprietor since 2003. Outside of his advisory role, Mr. Almlie is an independent insurance agent and is a 50% member of Nouveau Logic, LLC, a financial education and software referral business. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily composed of equities, mutual funds, and ETFs, with some allocations to private placements for accredited investors.

Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.

Austin Frazier is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Capital Strategies Group, LLC since 2022 and previously held positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Outside of advisory work, he is also licensed as an insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm manages approximately $103 million in discretionary assets and utilizes a periodic email newsletter as part of its client prospecting efforts.

John Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Scottsdale Capital Advisors in two separate periods and at Alpine Securities since 2024. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients with brokerage and investment services across a range of securities. The firm uses technical analysis tools in its advisory portfolio management and primarily focuses on broker-dealer activities.

Timothy Hill is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Krueger Financial and has held positions at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Hill is also involved in fixed insurance sales as part of his business activities. Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, with two years of industry experience. He holds a Series 65 designation and previously worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index mutual funds and ETFs while also incorporating fundamental and technical analyses, managing approximately $105 million in client assets on a discretionary basis.

Matthew Penkert is a CFP® professional with 23 years of experience, currently serving as the sole advisor at Pro Tax Financial Services, LLC in Mesa, AZ. He has operated at Pro Tax Financial Services since 2003 and also provides tax preparation services. Pro Tax Financial Services offers tax preparation, accounting, financial planning, and investment advisory services primarily to individual clients, occasionally serving trusts, estates, charitable organizations, and business entities. The firm integrates tax and accounting practices with asset management, employing a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.