Justin Cairns is a financial advisor at Capital Wealth Alliance, LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates and Kingswood Capital Partners. Outside of his advisory work, he is involved with Restore Financial, LLC, a debt repair referral affiliate. Capital Wealth Alliance manages approximately $220 million for individual and high-net-worth clients, as well as pension and profit-sharing plan participants. The firm offers discretionary portfolio management and consultative services, employing a variety of investment strategies and a third-party platform to manage held-away accounts.

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

Ryan Palmer is a CFP® with 27 years of industry experience, currently affiliated with Optimist Retirement Group, LLC in Bellevue, WA. He has worked at Cetera Advisors LLC since 2013 and has been involved with Williams Palmer since 2002. Outside of his advisory roles, he is a member and owner of Williams Palmer Real Estate, LLC, a real estate ownership business. Optimist Retirement Group provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create customized portfolios, employing strategies such as option writing and futures within managed accounts.

John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.

Daniel Brooks is a CFP® with 25 years of industry experience. He has been with Penn Advisory Group Inc. since 2025 and previously worked for The Vanguard Group, Inc. for 20 years. Brooks serves as Treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group provides portfolio management, financial planning, and consulting services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis, third-party research, and quantitative modeling to tailor asset allocation according to client objectives and risk tolerance.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Jeremy Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with J.D. Mellberg Financial, LLC and Secure Investment Management, LLC. In addition to his advisory work, he serves as an engineer for the City of Phoenix. Ocotillo Wealth Management serves individual and high-net-worth investors by providing discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Jeremyi Sanchez is a CFP® with 18 years of industry experience. He has been with Westmark Wealth Management since 2013. In addition to his financial advisory role, he contributes to and manages a YouTube channel called The People's Finance Channel, which posts educational videos. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based investment advisory services through recommending and overseeing third-party managers, with an investment approach focused on long-term security holdings and client-specific constraints.

Brent Carman is a financial advisor at Capital Wealth Alliance, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kingswood Capital Partners and Raymond James Financial Services Advisors. Outside of advisory work, he is involved in a referral business for estate planning software and is a partner and agent at Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning services. The firm employs a range of investment strategies and uses a third-party platform to manage held-away participant accounts.

Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.

Matthew Miller is a CFA® charterholder and the sole advisor at Elevate Investment Management, LLC in Scottsdale, AZ. He has over two decades of experience with Northern Trust before founding Elevate Investment Management in 2025. Elevate Investment Management serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm utilizes fundamental analysis and modern portfolio theory to build long-term portfolios and incorporates options strategies alongside traditional asset classes.

Paul Macias is a CFP® professional with 25 years of experience in financial services. He has been with Cole Wealth Management, LLC since 2019, following roles at Strategic Income Group, LLC and Merrill. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities through financial planning, asset management, and wealth management services. Cole Wealth Management employs an actively managed, goal-based investment process and integrates insurance sales and in-house tax preparation within its advisory practice.

David Feiler is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Westmark Wealth Management since 2013 and also maintains a role at Next Financial Group Inc. Outside of his advisory work, Feiler serves as chairman of the board for Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm focuses on recommending third-party money managers, providing ongoing oversight, and delivering non-discretionary consulting services, including alternative investments and retirement plan consulting.

Omar Bassal is a CFA® charterholder affiliated with 2201 Capital, LLC in Scottsdale, AZ. He began his career in the financial industry in 2020 at Shukr Investments and has been with 2201 Capital since 2026. Bassal has a total of over a decade of experience including a prior role at Masic from 2011 to 2020. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base consisting of individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs multiple analytical methods and trading strategies tailored to client objectives, maintains fiduciary standards, and conducts regular portfolio reviews and reporting.

William Bayuk is a CFP® with 11 years of industry experience. He currently works at Amplify Financial, LLC and has previously been employed by Charles Schwab and The Vanguard Group. His prior roles include positions at both major firms and independent advisory settings. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, combining technology-driven trading, reporting, and back-office support with strategies that include quantitative and rules-based approaches. The firm supports individual and high-net-worth clients through a multi-affiliate platform that offers diverse investment models and tools.

Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Securian Financial Services, Inc., C.R.I. Securities, Inc., and Black Gould. Outside of advisory work, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and holds nonprofit board and committee positions with Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers customized portfolios utilizing ETFs, mutual funds, equities, fixed income, and selectively uses options, private funds, and independent managers, combining ongoing client communication with technology platforms for portfolio monitoring.

Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.

Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. 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 centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.