Garry Kachkovsky is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. He is also involved in managing K & F Real Estate, LLC, a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, including high-net-worth individuals, businesses, trusts, and retirement plans. The firm employs an asset-allocation strategy focused on diversified portfolios using low-cost mutual funds and ETFs, with customized solutions addressing risk tolerance, liquidity, tax circumstances, and client preferences.

Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group 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. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.

Dillan Micus is a financial advisor at 345 Investment Advisory, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he is a board member of The Thunderbirds and owns a personal development company, Fresh 2.0 LLC. 345 Investment Advisory is an SEC-registered firm that manages discretionary portfolios primarily for trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm emphasizes plan-linked and institutional-style accounts, utilizing a combination of proprietary and third-party model portfolios with a diverse set of investment strategies.

Gary Luna is a CFP® with over 21 years of experience in the financial services industry. He has been with Dynamic Wealth Advisors since 2014 and also owns and operates Luna Wealth Management and a fixed insurance and annuity business. In addition, he is a partial owner of a CPA firm providing tax advisory services during tax season. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused, model-based approach that includes fundamental and technical analysis, and it actively employs derivatives and shorting strategies within managed accounts.

Cornelius Van Zutphen Jr. is a CFP® with 26 years of experience in the financial services industry. He has been with Intrinsic Wealth Counsel, Inc. since 2012. The firm provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. Intrinsic Wealth Counsel manages approximately $287 million in assets and emphasizes a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans.

Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining FSG in 2018, he worked at Client One Securities LLC and OnPointe Advisory and Financial Services LLC. Barnes also serves as an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities. FSG Financial Services, Inc. provides discretionary asset management and advisory services to both high-net-worth and non-HNW individual investors. The firm manages approximately $52 million across about 163 clients, using a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Scott Sollars is a CFP® professional with 25 years of experience in the financial advisory industry. He currently works with Benefit Financial Services Group in Phoenix, AZ, and has previously held multiple roles at Schwab Wealth Advisory, Inc. since 2016. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, managing $1.53 billion in discretionary assets and consulting on $18.0 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates a range of asset types and specialized strategies, including options-based borrowing programs and cryptocurrency exposure protocols.

Allen Braunbeck is a financial advisor with Kingdom Financial Group, LLC, holding Series 63 and Series 66 designations and with 26 years of industry experience. His prior experience includes roles at Fullerton Financial Planning, Charles Schwab & Co., Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship with AE Wealth Management for portfolio management and offers financial planning and consulting as separate services.

Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

Jessie Tranchina Satterfield is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo. Outside of her advisory role, she owns and operates Children of God Clothing, a clothing store where she designs and sells apparel. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory model to access third-party portfolios and offers comprehensive planning, seminars, and newsletters to its client base.