Kristian Fisher is a CFP® with 24 years of experience in financial advisory. He has been with Kachkovsky & Fisher, Inc. since 2001 and also has involvement in a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, primarily individual investors including high-net-worth households, as well as businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios mainly using low-cost mutual funds and ETFs, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

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.

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 10 years of industry experience and currently serves as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of advising, Enpo volunteers on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers posted on his personal platforms. My Financial Coach Planning, LLC provides financial coaching and planning primarily through its online platform to employees and individuals via employer arrangements and memberships. The firm focuses on financial wellness education and planning rather than discretionary asset management, operating with a membership and employer-fee business model.

Alexander Kienle is a CFP® professional with 22 years of experience in financial advisory services. He is a managing member of Casa de Kienle, LLC and AMK Financial, LLC, and has been with Westmark Wealth Management since 2013. Kienle serves as an executive board member and is the 2025 president of Executive Council Charities, a nonprofit organization. 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, focusing on fundamental analysis and long-term investment objectives.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides advisory services to individuals, business owners, and pension/profit-sharing plans, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach with tactical use of options strategies and offers implementation support for held-away retirement accounts.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northern Trust and several wealth management firms. Outside of his advisory work, he serves as an ambassador for a blockchain technology provider. WealthX Advisors is a state-registered investment advisory firm offering portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse investment approach that includes traditional and alternative assets, such as venture capital and cryptocurrency, with a focus on aligning strategies to client risk profiles.

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 and principal of Confluent Asset Management LLC with over three years of industry experience. He has worked at PNC Private Bank since 2025 and previously held roles at Annexus LLC and Northcoast Asset Management LLC. In addition to his advisory work, he serves as a relationship strategist with PNC Private Bank. Confluent Asset Management LLC, founded in 2022 and wholly owned by Mr. Prasad, is a fee-based, discretionary investment adviser providing asset management, financial planning, 401(k) consulting, and ERISA 3(21) plan services. The firm employs a multi-method investment approach incorporating ETF models, option strategies, and periodic account reviews, with an emphasis on tactical asset allocation and explicit disclosure of derivative use.

Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.

Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining SG Wealth Managers in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as in financial planning roles at USAA. Outside of advising, he owns and operates an insurance agency focusing on life, disability, and health insurance. SG Wealth Managers LLC serves individuals, business owners, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fundamental, long-term investment approach documented in an Investment Policy Statement and incorporates options strategies as a tactical tool while offering implementation support for held-away retirement accounts.

Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Advisors and operated The Boyle Group, LLC, a holding company related to his previous advisory business. In addition to his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth serves individuals, trusts, estates, pension plans, nonprofits, and corporations, offering discretionary portfolio management, integrated financial planning, and access to direct indexing strategies. The firm employs a mixed analytical investment approach and maintains ongoing discretionary supervision with periodic rebalancing.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

David Hatfield is a financial advisor with Amplify Financial, LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. He previously worked at Ashton Thomas Private Wealth, LLC for seven years and has been involved with Amplify Technology, LLC since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, supporting individual and high-net-worth investors through a suite of trading, reporting, and back-office solutions. The firm employs quantitative, systematic, and rules-based investment strategies and offers access to independent managers and model portfolios.

Jennifer Rossi is a ChFC® credentialed advisor with Intelligent Capitalworks in Scottsdale, AZ, and has 1 year of industry experience. She has been with ICW Investment Advisors LLC since 2005. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, along with retirement plan services. The firm constructs tailored portfolios emphasizing dividend growth, capital conservation, and tax control, managing client accounts on a discretionary basis.