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.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

Harold Walpole is a financial advisor at Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses with 29 years of industry experience. He has worked at multiple firms, including WFG Advisors, LP and Walpole Wealth Advisors, LLC, where he also engaged in teaching and writing about technical market analysis. Outside of advising, he serves as secretary for It's Your Health, PC. Fountain Financial Group manages approximately $38.1 million in assets with three advisors, serving individuals, charitable organizations, and other financial professionals. The firm employs a combined fundamental and charting analysis investment process, offering discretionary asset management, financial planning, and educational services, including public seminars and model allocation guidance for other advisors.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC, holding Series 65 and Series 63 licenses. She has been with Intrinsic Value Partners since 2018 and has prior experience at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing on long-term capital appreciation through bottom-up fundamental analysis of U.S. equities. The firm manages a multi-hundred-million-dollar discretionary portfolio with a concentrated, low-turnover approach tailored primarily to high-net-worth households.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder with 23 years of industry experience. He has worked at Intrinsic Value Partners, LLC since 2012 and previously spent nine years at PACWEST Financial Management Inc. Outside of his advisory role, he operates an eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and other business entities, including high-net-worth households. The firm focuses on bottom-up fundamental analysis of U.S. equities to construct concentrated, low-turnover portfolios seeking long-term capital appreciation through investments priced below intrinsic value.

Adrian Schultz is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding Series 65, Series 63, and Series 66 credentials with nine years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, retirement-plan consulting, and access to third-party and automated advisory platforms. The firm’s investment approach includes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating digital sub-advisory arrangements and unique tools such as Pontera for retirement plan asset management.

Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.

Kristian Fisher is a CFP® professional with 25 years of industry experience, currently serving at Kachkovsky & Fisher, Inc. in Phoenix, AZ. He has been with the firm since 2001 and is also involved in a real estate business. Kachkovsky & Fisher, Inc. provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, and employer-sponsored plans. The firm emphasizes strategic asset allocation with broadly diversified, low-cost funds and incorporates tax-aware portfolio management.

Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He currently works at RBG Capital LLC and has previously been associated with firms including Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory role, he is a partner in DC Business Ventures LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting services to individuals, high-net-worth clients, small businesses, pension plans, and charitable organizations. The firm employs various investment strategies and offers third-party manager selection and ongoing portfolio supervision.

Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.

Enpo Tu is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of his advisory work, Enpo participates on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers shared on social media and his personal website. My Financial Coach Planning, LLC offers platform-based financial coaching and planning primarily through employer-sponsored programs, focusing on education and ongoing coaching rather than direct investment management. The firm utilizes an online SmartTech platform to assist clients with goal-setting, legacy planning, and account aggregation.

Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm uses fundamental analysis with a long-term focus and employs defined options strategies for eligible accounts, offering both discretionary and non-discretionary advisory services.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Northern Trust, VOYA Financial Advisors, and several smaller firms. Outside of his advisory work, he serves as an ambassador for Optio Oracle Nodes, a company involved in blockchain technology. WealthX Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm incorporates modern portfolio theory alongside various analytical approaches, including allocations to cryptocurrency and private placements, and maintains a distinct operational structure for managing digital assets.

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. 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 tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.

John Hurry is a financial advisor with Scottsdale Capital Advisors Corp, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Alpine Securities Corporation and Scottsdale Capital Advisor in various roles since 2011. Outside of his advisory work, he serves as president of the Hurry Foundation and is involved in several private business ventures, including a smokeless cigarette company. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients. The firm offers portfolio management using model portfolios and tailored strategies primarily based on technical analysis, while maintaining significant broker-dealer operations.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

Yogesh Prasad is a CFA® charterholder affiliated with Confluent Asset Management LLC in Scottsdale, AZ, with three years of industry experience. His work history includes roles at PNC Private Bank and Annexus LLC. Confluent Asset Management provides discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting primarily to individuals and small businesses. The firm combines various analytical methods and employs strategies ranging from long-term holdings to active trading, offering tailored portfolio monitoring and investment policy documentation.