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.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Kelsey White is a financial advisor with Financial Life Planners in Tempe, AZ, holding a Series 65 designation. She has been with the firm since 2024 and previously worked in veterinary-related roles and community college administration. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm manages approximately $208 million in discretionary assets across about 298 client relationships, using a combination of fundamental and technical analysis to create customized, tax-efficient portfolios.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Marie Burns is a CFP® with 24 years of industry experience, currently affiliated with Wise World Investment Planning in Chandler, AZ. She has held roles at LPL Financial and Sagepoint Financial among others. Outside of advisory work, she is the author of a financial organization book titled "Before" Financial Checklist and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning is a registered investment adviser that provides comprehensive financial planning and related services to individuals, trusts, and businesses. The firm focuses on preparing and implementing financial plans using both fundamental and technical analysis and employs a fixed and hourly billing approach rather than a percentage-of-assets model.

Francisco Sirvent is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently with Lifestyle Planning, LLC and has a background at Keystone Wealth Partners LLC and Keystone Law Firm & Wealth Partners. Sirvent is also an owner, attorney, and author at Keystone Law Firm, where he provides estate and wealth planning services. Lifestyle Planning, LLC serves individuals, high-net-worth clients, families, and business owners by offering investment advisory, financial planning, and boutique family office services. The firm focuses on non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors, Hansen & Associates Financial Group, and AmeriFirst Financial, Inc. Larsen is also the CEO of Larsen Capital Partners, LLC, a firm that produces and services life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers and model portfolios to implement investment strategies while tailoring portfolios to client objectives and risk tolerances.

Creg Ostler is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He previously worked for Stoker Ostler, a part of BMO Financial Group, for 16 years before retiring in 2023 and founding Ostler Financial Advisors, LLC in 2026. He is also involved with RELTSO, Inc. outside of his advisory work. Ostler Financial Advisors, LLC is a newly formed firm that serves individuals, families, trusts, estates, and nonprofit entities. The firm provides discretionary investment management and comprehensive financial planning using a long-term, diversified approach supported by quantitative analysis and portfolio optimization.

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.

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 financial advisor at Public Safety Financial/Galloway with 13 years of industry experience. He holds a Series 65 designation and has been affiliated with Galloway Asset Management since 2012. In addition to his financial advisory role, Carmichael serves as a police detective for the City of Glendale, Arizona, where he has worked since 2000. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm offers discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans.

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.

Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.

Drew Griffith is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 designation and has worked at Galloway Asset Management since 2015 and Modern Wealth Management since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, providing discretionary portfolio management through various model portfolios and participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education and advisory services tailored to these groups.