Shaun Mize is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rivertree Wealth. He has two years of industry experience, including prior roles at Brighton Jones and nine years of service in the United States Air Force. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning services. The firm employs a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

Jake Ulrich is a financial advisor with Arbor Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation and 13 years of industry experience. He has worked at Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, a related business. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, using model-driven, ETF-focused strategies guided by risk scores and modern portfolio theory. The firm manages approximately $107 million for about 105 client households, typically on a discretionary basis with documented investment policy statements and regular reviews.

Adam Dekker is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is associated with Meredith Dekker Financial Services, LLC and has worked at Silver Oak Securities, LLC and Sutterfield Financial Group. Dekker is also a licensed insurance agent and provides tax preparation, accounting, and divorce-related financial consulting services, including Certified Divorce Financial Analyst (CDFA) support. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative and technical methods but does not custody or trade client accounts, typically concluding engagements after delivering financial plans unless further work is requested.

Cody Carmichael is a Series 65-credentialed financial advisor with 13 years of industry experience. He is affiliated with Public Safety Financial/Galloway and has worked with Galloway Asset Management, LLC since 2012. Outside of his financial advisory role, Carmichael serves as a police detective with the Glendale Police Department, a position he has held since 2000. Public Safety Financial/Galloway is an SEC-registered adviser specializing in serving public-sector entities, municipal plans, and individual clients, with a particular focus on public safety personnel. The firm offers discretionary portfolio management built on model portfolios and third-party research, along with participant-level services such as enrollment assistance and investment allocation advice.

Marcos Goodman is a financial advisor at GBG Wealth Management LLC in Mesa, AZ, holding a Series 65 credential with over one year of experience in investment management. He is also a principal at Gallacher, Bosen & Goodman PLLC, a CPA firm providing tax preparation, accounting, and consulting services since 2006. Outside of advisory work, he is involved in plumbing and septic services through Arizona Plumbing Experts LLC. GBG Wealth Management LLC offers discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm uses a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Aaron Matheny is a CFP® professional with 17 years of industry experience, currently serving at Capital Strategies Group, LLC since 2008. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to each client’s goals and risk tolerance. The firm employs a range of analytical strategies and provides both managed accounts and consultative guidance for held-away assets.

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.

Robert Smith is a financial advisor at Integrated Financial Solutions, PLLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SilverTree Special Needs Planning since 2014 and Voya Financial Advisors from 2014 to 2019. Smith is involved in nonprofit work related to special needs education and advocacy and serves as president of the board for Academic Opportunity of Arizona. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and it has a notable focus on retirement-plan fiduciary services, including ERISA 3(21) advice and 3(38) plan management.

Michael Smith is a CFP® with 26 years of experience at ProFocus Incorporated in Phoenix, AZ, where he has worked since 1995. He holds the Series 63 designation and serves as a principal at ProFocus. Outside of his advisory role, he is involved as a majority owner in several business entities. ProFocus serves individual clients, including high-net-worth households, pension plans, and business entities by providing fee-based investment advisory, financial planning, and business management consulting. The firm employs a tactical allocation strategy with fundamental analysis and offers unique services such as commercial real estate syndication and flat-fee business-management solutions.

Drew Griffith is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 designation and 11 years of industry experience. He has been associated with Galloway Asset Management since 2015 and with Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel and municipal plans. The firm provides discretionary portfolio management using model portfolios and third-party research, along with participant-level services and financial education tailored to its specialized client base.

Kathleen Barrett is a Series 65 licensed advisor with Meredith Dekker Financial Services, LLC, where she has worked since 2023. She has over two years of industry experience and also operates Barrett Bookkeeping and Tax LLC, providing bookkeeping and sales tax services. Barrett has held roles at Silver Oak Securities, Inc. and Meredith Dekker Financial Services in various capacities since 2018. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative and technical methods in its planning, and integrates insurance, tax preparation, and accounting services into its offerings.

Richard Spadaro is a financial advisor at WLTH Capital Management, LLC in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses with one year of industry experience. Prior to joining WLTH Capital, he worked at Intel Corporation for ten years. WLTH Capital Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a fundamental, generally long-term investment approach with portfolios typically constructed from mutual funds and ETFs and is notable for managing over $200 million in client assets while offering specialized services such as acting as a 3(38) fiduciary for retirement plans.

Jaron Turley is a CFP®-certified financial advisor with five years of industry experience, currently with GBG Wealth Management LLC. His prior experience includes roles at Fullerton Financial Planning, Morgan Stanley, and Raymond James Financial Services. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and other businesses. The firm employs a consultative process with various implementation options, including model-based strategies and tax-managed overlays, supported by a network of affiliated firms offering investment management and tax services.

David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.

Tyler Allen is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked at Galloway Asset Management and Modern Wealth Management, LLC. In addition to his advisory role, Allen has been a 911 supervisor with the Phoenix Police Department since 2008 and occasionally designs construction drawings for residential remodel and new home projects. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management alongside participant-level services and financial education.

Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.

Chase Deters is a financial advisor at Prospera Capital Management, LLC with 20 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at The Vanguard Group and Raffa Wealth Management. Outside of advisory work, he is involved in rental property investment. Prospera Capital Management serves individuals, trusts, pension plans, and business entities with discretionary asset management and financial planning. The firm constructs individualized portfolios using fundamental, quantitative, and qualitative analyses and offers a range of planning services including retirement, estate, and business-oriented financial planning.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Cornelius Van Zutphen is a CFP®, CFA®, and Series 65-licensed financial advisor with 19 years of industry experience. He has been with Intrinsic Wealth Counsel, Inc. since 2012. Intrinsic Wealth Counsel, Inc. provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm employs a value-oriented, diversified investment approach tailored to clients’ life plans and tax considerations, managing approximately $287 million in assets across about 210 client relationships.