Aaron Lannon is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rovin Capital and Heartland Financial. Outside of his advisory role, he serves as an assistant to a seller's agent at Summit Real Estate Professionals in Casa Grande, AZ. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios through in-depth client interviews and risk assessment tools.

Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

Jered Skousen is an investment advisor at Harvard Avenue Investment Advisory with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harvard Avenue since 2018, following five years at Vestory, LLC. Outside his advisory role, he is a co-owner of Healer's Art, LLC, a business led by his wife in which he does not participate operationally. Harvard Avenue Investment Advisory manages approximately $64.6 million for individuals, including high-net-worth clients and retirement plans, providing fee-only, discretionary portfolio management. The firm employs a Modern Portfolio Theory-based approach using low-cost, evidence-based mutual funds and ETFs, and offers educational financial classes at no charge.

Joshua Miller is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. He has held roles at multiple firms, including Park Avenue Investment Advisory LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Mr. Miller is the Chief Executive Officer of JCM Private Holdings, a personal private holding company. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and small to mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold and tactical strategies, tailoring portfolios through detailed client interviews and tools like Riskalyze.

Lauren Frist is a CFP® professional with 13 years of industry experience. She has worked at The VANGUARD GROUP, INC., Ironwood Wealth Management, LLC, and currently serves at Revel Wealth Partners. Lauren holds Series 63 and Series 65 licenses. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm follows a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis using both passive and active vehicles.

I began my career as grain trader gaining valuable experience with the futures market. I spent time as a brokerage specialist with New York Life providing me with a background in Life, Disability and Health Insurance. I then became a commercial loan officer at First Interstate Bank (now Wells Fargo). Before I moved to Vanguard, I worked with my father in a family business. After successfully transitioning him to retirement, I merged and then sold the business allowing me to pursue my passion which was to become a Certified Financial Planner, a CFP®. To accomplish this goal, I began with The Vanguard Group in their brokerage area as an equity specialist in 2006. I then successfully secured my CFP® designation getting my marks in the spring of 2009 which coincided with my promotion to the Fixed Income area. Another promotion to become a Senior Fixed Income Specialist followed allowing me to gain valuable experience with more complex bonds. When Vanguard began Personal Advisor Services in 2015, I moved into that area and assumed a role as a Financial Advisor. After a decade as a Senior Financial Advisor for Vanguard, I made the move to Luminvest Wealth Management as a Wealth Advisor. As a boutique with a limited number of clients, Luminvest allows me to be truly present for my clients. Further, I am empowered to be a Fiduciary on my client's behalf with low fees and full transparency. We specialize in building tax efficient, low-expense portfolios. In addition, I am very experienced in withdrawal strategies for my clients. With cutting-edge and dynamic financial planning tools, we can guide our clients forward amidst the ongoing uncertainty and volatility inherent with today's financial markets. Having been through the Great Financial Crisis, the Covid Crash, and the inflationary spiral of 2022, I stand with my clients as a calm and experienced professional partner allowing you to focus on your life while I focus on your finances.

Elyssa Selvidge is a CFP® professional with one year of industry experience, currently serving as a financial advisor with Public Safety Financial/Galloway. Her background includes roles at Modern Wealth Management, LLC and RSL-AZ, alongside experience with Galloway Asset Management and Arizona State University. She is also involved with Modern Wealth Management, LLC as a financial advisor representative. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on public-sector entities, municipal defined contribution plans, and high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular emphasis on financial education and advisory services for public safety personnel and municipal plans.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 credential with eight years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt serves individual investors and financial advisers through subscription-based web applications and downloadable scorecards, while also working with institutional clients including sponsors of unit investment trusts (UITs), ETF sponsors, hedge funds, and other investment professionals. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to develop UIT portfolios and offers proprietary data licensing, consulting, and market commentary services.

Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including New Order DAO, MG Private Capital/Banyan Digital, Bank of America, and Merrill. He is also an owner of Red Night Capital Holdings, LLC. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern-portfolio approaches, with a distinctive Advanced Derivatives Overlay offering that includes complex options and futures strategies.

David Young is a CFP® with four years of industry experience currently serving as a financial advisor at Harding Wealth, Inc. He previously worked at Core Planning and LPL Financial, LLC. Before entering the financial industry, he spent seven years at Texas Tech University. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of long- and short-term trading, fundamental and quantitative analysis, and modern portfolio theory, including options and derivatives strategies, with all client assets managed in-house.

Jordan Andrews is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He previously worked at Galloway Asset Management, LLC, and currently operates Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm emphasizes discretionary portfolio management using model portfolios and third-party research, focusing notably on public safety personnel and municipal plans through education and advisory services.

Anthony Olson is a financial advisor at Bonsai Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Bonsai Financial Services, LLC since 2018, following prior roles at Strategy Financial Services and Strategy Financial Insurance. Olson is also the owner and manager of Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm employs an asset-allocation methodology to balance returns and risk, managing portfolios primarily with ETFs and mutual funds for a client base of about 62 accounts.

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Shane Knoll is a financial advisor with Public Safety Financial/Galloway, holding a Series 66 designation and over 22 years of industry experience. His work history includes roles at Modern Wealth Management, Galloway Asset Management, and Purshe Kaplan Sterling Investments. Outside of advising, he is involved as a stylist consultant selling nail polish for Color Street. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management and participant-level services, focusing on public safety personnel and municipal plans through financial education, tailored investment strategies, and ongoing client communication.

Steven Knous is a PFS™ credentialed financial advisor at Flagstone Financial Advisors, Inc. in Scottsdale, AZ, with 26 years of industry experience. He has been with Flagstone since 1999. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and offers customized portfolios using no-load mutual funds, ETFs, and equities, with a client-driven investment approach that includes regular account monitoring and formal reviews.

Magdalena Eberhardt is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments and long-term involvement with Galloway Asset Management. She serves on the Board of the City of Phoenix Firefighter Healthcare Trust and holds operational leadership positions within Modern Wealth Management and Galloway Asset Management. Public Safety Financial/Galloway is an SEC-registered adviser specializing in public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management with a focus on public safety personnel and municipal plans, providing financial education and tailored investment recommendations supported by model portfolios and third-party research.

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Galloway Asset Management, LLC since 2014 and worked with Modern Wealth Management, LLC from 2025 to present. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, providing discretionary portfolio management and participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education and advisory services tailored to clients’ objectives and risk tolerance.

Adriana Mange is a financial advisor with AlphaTrust Advisors in Phoenix, AZ, holding Series 66 and Series 63 licenses and nine years of industry experience. Her career includes roles at Cambridge Investment Research Advisors and Wells Fargo Bank. She is also involved with Alpha Trust Tax Services as a CPA and with Alpha Trust Insurance Services as an independent insurance agent. AlphaTrust Advisors provides investment advisory and wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model portfolios utilizing ETFs, stocks, bonds, and mutual funds, supplementing its investment process with fundamental, technical, quantitative, and artificial intelligence analyses.

Dillon Kazemi is a financial advisor with Modern Wealth LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Terra Wealth Management and Thompson Financial Group, and is a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Additionally, he serves as a consultant for a family-owned rental business, providing strategic and financial guidance. Modern Wealth LLC offers advisory services to individuals, entrepreneurs, and small businesses, combining Modern Portfolio Theory with fundamental analysis and a long-term trading strategy. The firm uses technology for client monitoring and integrates affiliated insurance and bookkeeping services into its financial planning and portfolio management.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.