Caleb Ostler is a CFP® and holds a Series 66 license with two years of industry experience. He is the principal of Ostler Financial Advisors, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has a diverse background that includes roles in wealth management and financial services. Ostler Financial Advisors serves individuals, families, trusts, estates, and nonprofit entities by offering discretionary investment management and comprehensive financial planning. The firm employs a long-term, diversified investment approach supported by quantitative analysis and uses separately managed accounts along with third-party managers.

Shane Knoll is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Modern Wealth Management, Galloway Asset Management, Purshe Kaplan Sterling Investments, J.P. Morgan Securities, and Chase Investment Services. Outside of financial services, he is involved as a stylist consultant selling nail polish. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel. The firm offers discretionary portfolio management and participant-level services, relying on model portfolios and third-party research to tailor recommendations to client objectives and risk tolerances.

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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Galloway Asset Management LLC, and Modern Wealth Management, LLC. She serves as a board member of the City of Phoenix Firefighter Healthcare Trust, attending quarterly meetings related to plan oversight. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and third-party research, focusing on public safety personnel and municipal plans by providing financial education, training, and advisory services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Modern Wealth Management, Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on discretionary portfolio management using model portfolios and third-party research, with a notable emphasis on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and related firms for over two decades before joining Bridgeway in 2023. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios and advice on a range of asset types through discretionary and non-discretionary arrangements.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. in Scottsdale, AZ. He holds the CFP® designation and a Series 63 license, with five years of industry experience. Prior to his current role, he worked at CAPTrust and Compass Advisory Group LLC. Long Island Wealth Management provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios emphasizing customized asset allocation and implements investments across mutual funds, ETFs, individual securities, and fixed income, while also offering retirement counseling and ongoing advisory services.

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.

Jonathan Bradley is a financial advisor at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.

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.

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.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002, focusing on firm management and tax/accounting services. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients. The firm employs a CFP-aligned planning process and coordinates with third-party platforms and other professionals to implement investment strategies and deliver educational seminars.

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.

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway with Series 66 credentials and five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, and First Command, as well as work outside the financial sector at Lyft. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through distinct model portfolios and provides financial education and advisory services specifically tailored for public safety personnel and municipal plans.

William Paskel is a Series 65-licensed financial advisor with Omni Investment Solutions LLC, based in Mesa, AZ, and has two years of industry experience. He previously worked at Wells Fargo Bank for 24 years and currently holds roles at Guaranty Retirement Solutions LLC and Allstate Insurance. Outside of finance, he is the founder and president of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm serving individual clients through a co-advisor relationship with a third-party money manager. The firm provides financial planning and portfolio management by implementing model portfolios aligned with clients’ risk tolerances.

Jorgen Goodman is a financial advisor at GBG Wealth Management LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GBG Wealth Management, his background includes roles at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm uses a consultative process to develop client objectives and implements portfolios through direct management or third-party allocations, offering a variety of model-based strategies and educational workshops.

Brian Jutting II is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm provides discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, offering education and advisory services tailored to these groups.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Blue Spruce Global Advisors. He is the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is a shareholder of Catapult Financial Technologies Ltd (UK), a financial technology firm. DeWitt Capital Management provides portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm offers model-portfolio implementation and held-away retirement account management while employing a combination of fundamental and technical analysis along with local company research to construct diversified portfolios and tailor accounts.