Zachary Brodt is a financial advisor at SL Capital with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Raymond James & Associates, First Financial Equity Corporation, and Foundations Investment Advisors. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses a combination of proprietary and third-party model portfolios, offering access to alternative investments through sub-advisers and private funds.

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include over two decades at Midwest Financial Group, Inc., followed by positions at Securities America, Inc. and Securities America Advisors, Inc. before joining RK Retirement Solutions in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses, managing approximately $21.5 million in assets for about 92 clients. The firm employs discretionary asset management and financial planning, utilizing strategies including modern portfolio theory and fundamental, technical, and cyclical analysis.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.

Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.

Michael Mcalister is a financial advisor with Stone Island Financial Planning in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at South Georgia Capital, LLC since 2009. Outside of his advisory role, he is the managing member of Raintree Capital Management, LLC, a registered commodity pool operator, and serves as a director and board member of fintech firm Click Capital Markets. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and discretionary investment management. The firm manages client portfolios across multiple asset classes using a range of analytical methods and employs distinctive strategies such as performance-based compensation and derivatives use, while maintaining relationships with affiliated entities in commodity fund management and fintech.

Kenneth Council is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he owns a CPA firm through which he spends a portion of his time preparing tax returns. CPA Advisory Services, P.C. provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm combines discretionary asset management with written financial plans and employs a range of investment approaches, including the use of margin borrowing and derivatives, while maintaining a close affiliation with accounting practices.

Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of his advisory work, Peter is a managing member of Pacific Energy Holdings and a partner at Evolve Cross Border Partners, where he is involved in business development and client coordination. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and corporate clients, with a focus on cross-border planning and consultant services for other advisory firms. The firm uses a disciplined investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative methods.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.

Phillip Wiltfong is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Buttonwood Capital Management and LPL Financial. Prior to his current roles, he worked at FactSet and Paycom. Buttonwood Capital Management serves individual and high-net-worth clients, including entrepreneurs, executives, and multi-generational families, providing customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $380 million across about 340 client relationships with tailored portfolios that include equities, bonds, mutual funds, ETFs, options, and other investments.

Adam Oliver is a Series 65–licensed financial advisor at Stone Island Financial Planning in Scottsdale, AZ, with three years of industry experience. His career includes roles at South Georgia Capital, Byline Bank, Northern Trust, and prior work in education at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, providing financial planning, discretionary investment management, and limited-scope project engagements. The firm employs cyclical, fundamental, and technical analysis in portfolio management and offers strategies including derivatives and hedging, managing roughly $134 million in assets with a two-advisor team.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a variety of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

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.

Munib Haddad is a financial advisor with SunStreet Securities, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunStreet Securities since 2007. SunStreet Securities is a small advisory firm serving individual and high-net-worth clients, offering portfolio management, financial planning, and asset review services. The firm manages approximately $5.9 million in client assets using a mix of fundamental, technical, and cyclical analysis, primarily through mutual funds, with accounts reviewed at least quarterly.