Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at DeWitt since 2018. Prior to that, he spent a year with ETF Model Solutions and has been the owner of Valor Consult LLC since 2014. Frank is also a co-founder of Portfolio Catapult, LLC, an investment research technology company, and is involved with related financial technology ventures. DeWitt Capital Management serves individual and high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary portfolio management as well as sub-advisory services to other registered investment advisers. The firm uses a combination of fundamental and technical analysis with proprietary and third-party screening tools to build globally diversified portfolios and sector allocations, including a specialized Energy Income Strategy focused on master limited partnerships.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.

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.

Andrea Alley is a CFP® and holds a Series 65 license with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway in Mesa, AZ, where she has worked since 2019. Andrea has previously worked at Modern Wealth Management, LLC, and has a long tenure with 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, focusing on discretionary portfolio management and participant-level services. The firm emphasizes support for public safety personnel and municipal plans through financial education, customized investment solutions, and regular client communication.

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.

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

Travis Zsiga is a financial advisor at Modern Wealth LLC with a Series 65 designation and experience working in advisory and related services since 2022. He also operates Zsiga CPA PLLC and previously worked in the furniture rental industry. Modern Wealth LLC serves individuals, high-performing W-2 employees, entrepreneurs, and small businesses with discretionary portfolio management, financial planning, and pension consulting. The firm combines Modern Portfolio Theory and fundamental analysis with a technology-enabled approach, offering both traditional and alternative investment products.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.

Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Kelsey White is a financial advisor with Financial Life Planners in Tempe, AZ, holding a Series 65 designation. She has been with the firm since 2024 and previously worked in veterinary-related roles and community college administration. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm manages approximately $208 million in discretionary assets across about 298 client relationships, using a combination of fundamental and technical analysis to create customized, tax-efficient portfolios.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Marie Burns is a CFP® with 24 years of industry experience, currently affiliated with Wise World Investment Planning in Chandler, AZ. She has held roles at LPL Financial and Sagepoint Financial among others. Outside of advisory work, she is the author of a financial organization book titled "Before" Financial Checklist and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning is a registered investment adviser that provides comprehensive financial planning and related services to individuals, trusts, and businesses. The firm focuses on preparing and implementing financial plans using both fundamental and technical analysis and employs a fixed and hourly billing approach rather than a percentage-of-assets model.

Anthony Parra is a Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. 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 primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 65 and Series 63 designations and three years of industry experience. He has worked at Scottsdale Capital Advisors and Alpine Securities since 2023. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors Corp primarily operates as a full-service broker-dealer providing brokerage and investment services to retail and institutional clients. The firm offers portfolio management using model portfolios or tailored recommendations, employing technical analysis tools, and may recommend third-party sub-advisers in some cases.

Francisco Sirvent is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently with Lifestyle Planning, LLC and has a background at Keystone Wealth Partners LLC and Keystone Law Firm & Wealth Partners. Sirvent is also an owner, attorney, and author at Keystone Law Firm, where he provides estate and wealth planning services. Lifestyle Planning, LLC serves individuals, high-net-worth clients, families, and business owners by offering investment advisory, financial planning, and boutique family office services. The firm focuses on non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Ryan Janus is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Janus Financial in Scottsdale, AZ, and has prior experience with NEXT Financial Group and several other firms. Outside of advisory services, he manages Janus Media LLC, which produces financial literacy and investing education content. Janus Financial provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to build portfolios with a variety of instruments, and offers flexible financial planning engagements.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. in Mesa, AZ, with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and AmeriFirst Financial, Inc. Larsen is also CEO of Larsen Capital Partners, LLC, where he serves as a producer and servicing agent of life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers for investment implementation and offers tailored portfolios reviewed at least annually.