Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Stephen Paluga is a financial advisor with Watch Guard Capital LLC in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience and serves as a Major in the Arizona Air National Guard, where he has been commissioned since 2012. Paluga joined Watch Guard Capital in 2016 and also worked at Scottsdale Community College in 2018. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $80.7 million across 147 accounts and employs strategies including option income, hedging, and both long- and short-term trades, with a focus on discretionary management guided by client Investment Policy Statements.

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 credential and three years of industry experience. He has worked at several firms, including Sun Valley Wealth Management and Encompass More Asset Management. In addition to his advisory role, he co-hosts a financial radio show called "Cover Your Assets with Logan and Don." Sun Valley Advisory provides investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm employs a largely non-discretionary advisory model, recommending ETFs and individual equities while monitoring third-party managers and offering access to annuity products and an online estate-planning platform.

Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.

Andrew Evans is a financial advisor at Public Safety Financial/Galloway with three years of industry experience. He holds a Series 65 credential and has worked concurrently as a sergeant for the City of Orange Police Department since 2013, where he supervises field personnel and manages operational duties. Evans previously worked at Modern Wealth Management, LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities and municipal defined contribution plans, as well as individual and high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans through financial education and advisory services.

Joseph Weber is a financial advisor at Integrated Financial Solutions, PLLC in Mesa, AZ, with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Integrated Financial Solutions and Voya Financial Advisors during his career. Outside of advising, he is also an independent insurance agent specializing in the sale of individual and group fixed insurance products. Integrated Financial Solutions, PLLC serves individuals, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm focuses on retirement-plan fiduciary services and employs a documented investment process that includes fundamental, technical, and cyclical analysis.

Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.

Robert Sollis is a financial advisor at Taurum Retirement Partners, LLC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Since 2016, he has been with Taurum Retirement Partners and is also a licensed independent insurance agent in Arizona, selling life, accident, and health insurance products. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients through discretionary portfolio management and access to third-party managed programs. The firm applies Modern Portfolio Theory and fundamental analysis to create personalized asset allocations and employs a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Sean Fleming is a financial advisor at Fleming Financial Services in Mesa, AZ, with eight years of industry experience. He holds a Series 65 designation and has been with Fleming Financial Services since 2013. Outside of advising, he hosts a weekly radio show called My Smart Retirement on Money Radio. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning services tailored to each client’s objectives and risk tolerance.

Keith Gregor is a CFA® charterholder based in Phoenix, AZ, with eight years of industry experience. He is currently with Fjell Capital and Drewett Works, and he founded Gregor Wealth Management LLC in 2019. In addition to his advisory work, Mr. Gregor owns a manufacturing company specializing in residential lighting fixtures. Fjell Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering integrated wealth management, standalone financial planning, and retirement plan advisory services. The firm employs a target-date, model-of-models investment approach and offers a mix of subscription-style fees and traditional billing models.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.

Daniel Vickers is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. He has been with SabriEnt Systems since 2013. SabriEnt Systems provides consultancy and data licensing services based on proprietary quantitative models, serving institutional investors, hedge funds, and individual advisers through subscription platforms and research products. The firm focuses on fundamentals-driven, multi-factor quantitative models combined with qualitative input to develop unit investment trust portfolios and other investment solutions, operating without managing client assets or providing individualized advice.

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 with Evolution Vision Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at TNL Asset Management, Alpine Bank Wealth Management, and New York Life. Outside of advisory work, he has minor ownership interests in a pizza delivery business and a bill pay service, dedicating some time monthly to client communications and business management. Evolution Vision Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, integrating financial planning within its services. The firm employs a personalized approach combining various analytical methods and asset-allocation strategies, managing roughly $65 million across 98 client relationships since its registered operations began in 2026.

Jeffrey Burg is a financial advisor at AlphaTrust Advisors with 23 years of industry experience. He has held prior roles at Cambridge Investment Research Advisors and AIG Capital Services. Outside of advisory work, he serves as president of the Aspiring Youth Academy, a nonprofit focused on youth development, and is involved with the Sun Angel Collective, which connects Arizona State University student athletes to NIL opportunities and community outreach. AlphaTrust Advisors provides investment advisory and wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm primarily uses model portfolios with exchange-traded funds, individual stocks, bonds, and diversified mutual funds, applying fundamental, technical, and quantitative analysis supplemented by AI tools and internal due diligence.

Mark Ewings is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding Series 65 and Series 66 credentials and five years of industry experience. He has worked at Galloway Asset Management since 2021 and Modern Wealth Management since 2025. Outside of his advisory role, he serves as a police sergeant with the City of Tucson. Public Safety Financial/Galloway is an SEC-registered adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm emphasizes discretionary portfolio management and financial education tailored to public safety personnel and municipal plans.

Jennifer Strymecki is a financial advisor at Transition Financial Advisors Group, LLC with seven years of industry experience. She holds a Series 65 designation and has previously worked at Cardinal Point Capital Management, ULC, Ernst & Young, and related Cardinal Point entities. Transition Financial Advisors Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates through discretionary investment management and financial planning. The firm is noted for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and the use of options strategies within client portfolios.