Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.

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.

Matthew Saber is a CFP® with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior roles include positions at JP Morgan Chase Bank, N.A. and The Huntington Investment Company. Outside of advisory work, he is an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm follows a long-term, fundamental analysis approach and offers specialized options strategies and ERISA-covered plan management services.

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 financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Scottsdale Capital Advisors and Alpine Securities. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer serving retail and institutional clients, offering a range of brokerage and investment services. The firm provides portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

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.

Harold Walpole is a financial advisor at Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses with 29 years of industry experience. He has worked at multiple firms, including WFG Advisors, LP and Walpole Wealth Advisors, LLC, where he also engaged in teaching and writing about technical market analysis. Outside of advising, he serves as secretary for It's Your Health, PC. Fountain Financial Group manages approximately $38.1 million in assets with three advisors, serving individuals, charitable organizations, and other financial professionals. The firm employs a combined fundamental and charting analysis investment process, offering discretionary asset management, financial planning, and educational services, including public seminars and model allocation guidance for other advisors.

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.

Adrian Schultz is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding Series 65, Series 63, and Series 66 credentials with nine years of industry experience. His prior roles include positions 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, retirement-plan consulting, and access to third-party and automated advisory platforms. The firm’s investment approach includes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating digital sub-advisory arrangements and unique tools such as Pontera for retirement plan asset management.

Caleb Huftalin is a CFP® professional with 14 years of industry experience. He is currently with Ridgeline Private Wealth and has previously worked at Catalyst Wealth Management and Kalos Management. Ridgeline Private Wealth is an SEC-registered advisory firm managing approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and private placement advisory services, utilizing a blend of quantitative, fundamental, technical, cyclical, and economic analysis in its investment approach.

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.

Kristian Fisher is a CFP® professional with 25 years of industry experience, currently serving at Kachkovsky & Fisher, Inc. in Phoenix, AZ. He has been with the firm since 2001 and is also involved in a real estate business. Kachkovsky & Fisher, Inc. provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, and employer-sponsored plans. The firm emphasizes strategic asset allocation with broadly diversified, low-cost funds and incorporates tax-aware portfolio management.

Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He currently works at RBG Capital LLC and has previously been associated with firms including Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory role, he is a partner in DC Business Ventures LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting services to individuals, high-net-worth clients, small businesses, pension plans, and charitable organizations. The firm employs various investment strategies and offers third-party manager selection and ongoing portfolio supervision.

Cody Carmichael is a Series 65-licensed financial advisor with Public Safety Financial/Galloway and has 13 years of industry experience. He has worked with Galloway Asset Management since 2012 and Modern Wealth Management since 2025. Outside of his financial advisory role, Carmichael serves as a police detective for the Glendale Police Department, where he investigates criminal activity and apprehends wanted persons. Public Safety Financial/Galloway is an SEC-registered adviser that serves public-sector entities, municipal defined contribution plans, and high-net-worth individuals. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.

Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent nine years at Select Medical Corporation and five years at Banner Health. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm uses an investment approach based on Modern Portfolio Theory tailored to client risk tolerance and goals, employing mutual funds, ETFs, individual equities, and option strategies.

Enpo Tu is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of his advisory work, Enpo participates on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers shared on social media and his personal website. My Financial Coach Planning, LLC offers platform-based financial coaching and planning primarily through employer-sponsored programs, focusing on education and ongoing coaching rather than direct investment management. The firm utilizes an online SmartTech platform to assist clients with goal-setting, legacy planning, and account aggregation.