James Rosebrough Jr. is a financial advisor with Strategic Financial Group, PLC in Mesa, Arizona, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with Strategic Financial Group since 2009 and also manages private real estate lending funds through AZDOT, LLC, where he serves as a managing member. Outside of advising, he is involved in real estate as a licensed agent and participates in a bookkeeping and tax firm owned jointly with his wife. Strategic Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and charting analyses to tailor portfolios aligned with client investment policies and manages roughly $16.7 million across about 85 accounts, including the sponsorship and management of private Regulation D real estate lending funds.

Samuel Castaneda Jr. is a CFP® with 20 years of experience in the financial services industry. He is the principal of Castaneda Financial Management, an independent firm he founded in 2024. His prior experience includes roles at ARQ Wealth Advisors, LPL Financial, and Zions Capital Advisors. He is also a licensed insurance agent. Castaneda Financial Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods to implement tailored, long-term investment strategies and offers a limited range of investment instruments while maintaining a focused client base.

Paul Antoniadis is a financial advisor at Scenario Wealth Management LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Grasslands Family of Companies and Good Natured Products, as well as entrepreneurial involvement with Scenerio Ventures since 2010. Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth clients, and other advisers through discretionary and non-discretionary asset management, standalone financial planning, and a multi-tier Virtual Family Office/Scenario Stewardship program. The firm employs a combination of hourly consulting and fixed-fee offerings, utilizes fundamental and technical analysis along with modern portfolio theory, and incorporates derivatives for portfolio management within separately managed accounts.

Keith Bolognese is a financial advisor at Alt Alpha Capital, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at Quad Capital, LLC since 2013. Alt Alpha Capital, LLC is an independent registered investment adviser that manages a private pooled hedge fund and provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a macro-driven, data-focused investment process that considers global economic, monetary, and geopolitical trends to select asset classes and securities, employing a combination of long- and short-term trading strategies with ESG considerations.

Michelle Patel is a CFP® professional with 23 years of industry experience. She is the principal of Patel Wealth Strategies, Inc., an independent advisory firm she has been associated with since 2006. Prior to that, she worked at FSC Securities Corporation, Inc. Michelle also serves as secretary of the board of ministry at Epiphany Luther Church in Chandler, AZ. Patel Wealth Strategies provides investment advisory services to individuals, including high-net-worth clients, and business entities. The firm offers portfolio management, financial planning, and consulting, applying Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerance, with a primary focus on non-discretionary management.

Derek Sinani is the sole advisor at Ironwood Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Ironwood Wealth Advisors since 2010 and is also associated with DDBL, LLC, an inactive entity without business activity. Ironwood Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth investors, offering discretionary portfolio management based on six model portfolios customized to client goals and risk tolerance. The firm combines fundamental analysis with technical trend-following and mainly uses mutual funds and ETFs, managing a concentrated book of discretionary assets.

Alexander Telidis is a CFP® professional with 17 years of industry experience. He is the principal advisor at Innovative Financial Solutions, Inc., where he has worked since 2017. Prior to that, he was with ProEquities Inc. from 2015 to 2017. Outside of his advisory role, Telidis also works as an independent insurance agent. Innovative Financial Solutions, Inc. serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans through financial planning, discretionary portfolio management, and recommendations of third-party investment managers. The firm emphasizes retirement plan consulting and offers tailored portfolios using various strategies, managing about $93.2 million in discretionary client assets as of August 2026.

Richard Grant is the managing member of RFG Capital Management LLC in Gilbert, AZ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RFG Capital Management since 2008. Additionally, he is the managing member of American Insurance Planners LLC, a non-investment related insurance agency. RFG Capital Management LLC provides advisory services primarily to higher-net-worth and institutional clients, focusing on comprehensive financial planning and consulting. The firm acts mainly as a referrer to third-party investment advisors rather than directly managing client accounts.

Lawrence Moskat is a Certified Financial Planner® with 16 years of industry experience. He is the principal of Retirement Income and Inheritance Advisors, LLC, an independent firm he has led since 2009. Outside of advisory services, he operates an independent insurance sales business. Retirement Income and Inheritance Advisors, LLC serves individual and institutional clients, providing financial planning, pension consulting, and ongoing investment supervision. The firm develops customized plans and utilizes multiple analytical methods to guide investment decisions, billing through fixed fees rather than asset-based charges.

Seth Rosenberg is a financial advisor at Ability First with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Executive Solutions, LifeMark Securities Corp., and Capital Services Inc. In addition to his advisory role, Rosenberg owns and operates a retail industrial boot store and manages some family business interests. Ability First Financial serves high-net-worth individuals, business owners, and institutional clients by providing investment supervisory services, financial planning, and business consulting. The firm combines advisory and insurance services, employs a documented fiduciary process, and offers specialized solutions including pension consulting and plan administration.

Yuanfang Zhu is a CFP® and Series 65-registered advisor with three years of industry experience. Zhu is the principal at Enso Financial PLC, an independent, fee-only firm based in Phoenix, AZ. Prior to founding Enso Financial, Zhu worked at Huub and has experience in tax preparation and small-business CFO services through an affiliated business. Enso Financial serves individual clients, including high-net-worth households, offering financial planning and discretionary portfolio management. The firm employs a long-term, passive investment approach based on asset allocation and Modern Portfolio Theory, using mutual funds, ETFs, stocks, and bonds, and also offers educational workshops and seminars on financial topics.

Geoffrey Johnson is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance sales and also maintains a notary public commission. Wealth Management Advisors, LLC provides fee-based financial planning and portfolio management primarily for individual clients, managing approximately $4.1 million across 73 accounts. The firm uses documented investment policy statements and combines fundamental and technical analysis while monitoring and rebalancing accounts quarterly, employing third-party managers and offering educational seminars.

Randolf Albers is a financial advisor with Advanced Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has served as CEO and President of Albers Financial Group Inc. since 1989 and has been with Advanced Financial Services since 2016. Outside of advisory work, he manages an aircraft operations business and serves as president and trustee of the Albers Family Trust. Advanced Financial Services provides portfolio management, financial planning, and third-party manager selection and oversight for a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, and individuals. The firm combines pension-plan consulting and manager-selection services with insurance affiliations and emphasizes fundamental and technical investment analysis without engaging in option trading, commodities, or performance-based fees.

Leonard Anderson is a financial advisor at LHA Capital Partners with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Laurel Wealth Advisors. Outside of his advisory role, Anderson provides business consulting services to a behavioral treatment center and is involved as an executive producer and investor in film finance projects. LHA Capital Partners offers discretionary portfolio management and financial consulting to individual and high-net-worth clients, utilizing firm-developed model portfolios and a blend of technical and fundamental analysis within a modern-portfolio framework.

Joseph Seep is a CFP® with 32 years of industry experience and the principal of Joseph Seep & Associates, LLC in Tempe, AZ. He has been operating his own firm since 2001 and has also worked at J.W. Cole Financial, Inc. since 2007. Outside of advisory services, he maintains a proprietary fixed life insurance business. Joseph Seep & Associates serves individuals, partnerships, trusts, estates, charities, and corporations by providing portfolio management, financial planning, and advisory services. The firm employs both fundamental and technical analysis, generally manages accounts on a non-discretionary basis, and offers fee-based asset management through various arrangements including traditional AUM programs and Direct Asset Under Management agreements.

Brian Greenberg is affiliated with Six Oaks Advisory Partners LLC and holds the Series 63 and Series 65 licenses. He has been involved in the insurance industry since 2005 and has concurrent roles at several business ventures, including BJG Digital LLC and Quoteplicity Inc. His industry experience as a registered advisor is currently at the beginning stage. Six Oaks Advisory Partners LLC offers portfolio management and financial planning services to individuals, trusts, retirement accounts, and small businesses. The firm employs a fiduciary approach focused on diversification, asset allocation, and long-term investing, with portfolios composed of mutual funds, ETFs, equities, and fixed-income securities.

Kevin Barton is a financial advisor at Elevate Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Elevate Financial since 2015. Elevate Financial provides comprehensive financial planning and wealth management services primarily for individual clients, as well as retirement plan sponsors. The firm emphasizes client-specific investment policies, diversification, and periodic rebalancing, offering both discrete planning projects and ongoing advisory relationships that include discretionary portfolio management.

Steven Tai is a financial advisor with SCT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has 13 years of industry experience, including four years at Lexington Avenue Capital Management prior to founding SCT Wealth Management in 2017. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, occasionally serving small businesses and endowments. The firm emphasizes broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, focusing on after-tax outcomes and rebalancing based on allocation ranges rather than fixed schedules.

Darnell Grossi is a financial advisor with True North Wealth Management, LLC in Mesa, AZ. He holds the Series 66 designation and has 13 years of industry experience, including seven years at Edward Jones prior to joining True North Wealth Management in 2019. True North Wealth Management is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers investment management through a wrap fee program, as well as project-based and hourly financial planning services, with an emphasis on passive portfolio construction using low-cost index funds and ETFs complemented by fundamental analysis.

Chris Hanrahan is a financial advisor with Chevelon Capital Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience, including two years with Arcadia Capital Partners before joining Chevelon Capital Management in 2018. Chevelon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs cyclical, fundamental, and technical analysis across both long- and short-term equity trading strategies and manages approximately $54.3 million in assets.