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.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

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 advisory work, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis along with Monte Carlo methods in portfolio construction and is notable for its public educational seminars and disclosure of borrowing and derivative use in separately managed accounts.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC 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 variety 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.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.

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.

Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Anthony Parra is a Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 65 and Series 63 designations and three years of industry experience. He has worked at Scottsdale Capital Advisors and Alpine Securities since 2023. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors Corp primarily operates as a full-service broker-dealer providing brokerage and investment services to retail and institutional clients. The firm offers portfolio management using model portfolios or tailored recommendations, employing technical analysis tools, and may recommend third-party sub-advisers in some cases.

Ryan Janus is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Janus Financial in Scottsdale, AZ, and has prior experience with NEXT Financial Group and several other firms. Outside of advisory services, he manages Janus Media LLC, which produces financial literacy and investing education content. Janus Financial provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to build portfolios with a variety of instruments, and offers flexible financial planning engagements.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

Harold Walpole is a financial advisor with Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has worked at several firms including WFG Advisors, LP and Clarus Wealth Advisors, LLC, and has operated Walpole Wealth Advisors, LLC since 2008, where he also engages in teaching and writing on technical market analysis. Outside of finance, he serves as Secretary for It's Your Health, PC. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and other financial professionals. The firm customizes portfolios based on client objectives and risk tolerances, utilizing both fundamental and charting analysis, and offers educational seminars and training for industry professionals.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

Adrian Schultz is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and eight years of industry experience. His background includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach involves personalized asset allocation, fundamental analysis, and strategic diversification across various asset classes, incorporating both third-party managers and digital platforms.

Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.