Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint 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 range 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.

Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.

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 a financial advisor with Harvard Avenue Investment Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Harvard Avenue since 2018 and previously at Vestory, LLC from 2013 to 2018. Skousen co-owns Healer's Art, LLC, a business operated by his wife, though he does not devote time to it. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning services primarily to individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, along with broad global diversification and educational seminars offered 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.

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.

Nathaniel Jacobs is a financial advisor at White Pine Financial LLC with one year of industry experience. He holds a Series 65 designation and has a background in software development engineering at Amazon. His prior experience includes roles at Brigham Young University, the University of Utah, and The Church of Jesus Christ of Latter-day Saints. White Pine Financial provides investment advice, financial planning, and portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation, with regular account reviews and tax-efficient management.

Elyssa Selvidge is a CFP® professional with one year of experience currently serving at Public Safety Financial/Galloway. She also holds a role as a financial advisor representative at Modern Wealth Management, LLC, where she provides financial education and recommendations. Her prior experience includes roles at RSL-AZ and Galloway Asset Management, LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.

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.

Geoffrey Garner is a financial advisor at Fleming Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on personalized investment strategies aligned with client objectives and risk tolerance.

Jordan Andrews is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 designation and has worked at Galloway Asset Management, LLC since 2015. Andrews is also a financial advisor representative at Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. 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 using model portfolios and third-party research, focusing specifically on public safety personnel and municipal plans through targeted financial education and advisory services.

Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cooper Financial Investments since 2017 and previously at Horter Investment Management, LLC. In addition to his advisory work, Cooper assists an estate planning firm with trusts and wills through a separate business activity. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers, offering financial planning, and conducting educational seminars. The firm does not directly manage client accounts but facilitates onboarding, ongoing service, and non-discretionary recommendations.

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 22 years of industry experience. His career includes roles at Modern Wealth Management, Purshe Kaplan Sterling Investments, and Galloway Asset Management. Outside of advising, he is a stylist consultant for Color Street, selling nail polish. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management through model portfolios. The firm specializes in financial education and advisory services for public safety personnel and municipal plans.

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 at Public Safety Financial/Galloway with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Galloway Asset Management LLC, Purshe Kaplan Sterling Investments, Modern Wealth Management LLC, and Mutual Securities, Inc. She serves as a board member for the City of Phoenix Firefighter Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered adviser serving 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 focus on public safety personnel and municipal plans through financial education and advisory services.