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.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

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.

Lauren Frist is a CFP® professional with 13 years of industry experience. She has worked at The VANGUARD GROUP, INC., Ironwood Wealth Management, LLC, and currently serves at Revel Wealth Partners. Lauren holds Series 63 and Series 65 licenses. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm follows a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis using both passive and active vehicles.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

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.

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.

Kodi Thruston is a Series 65 licensed advisor at Amplify Financial, LLC with six years of industry experience. He has held roles at Ashton Thomas Private Wealth, Ashton Thomas Securities, and C&H Financial Services. Outside of his advisory work, he coaches freshman and sophomore football at Chaparral High School and founded Komorebi, a crypto blog focused on personal research and development. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, offering trading, reporting, and back-office support while implementing various quantitative and systematic investment strategies.

Anthony Olson is a financial advisor at Bonsai Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Bonsai Financial Services, LLC since 2018, following prior roles at Strategy Financial Services and Strategy Financial Insurance. Olson is also the owner and manager of Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm employs an asset-allocation methodology to balance returns and risk, managing portfolios primarily with ETFs and mutual funds for a client base of about 62 accounts.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.

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.

Megan Wells is a financial advisor at Confluent Asset Management LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Charles Schwab & Co., Inc., Camelback Wealth Consultants, and Harbour Investments, Inc. Confluent Asset Management LLC is a fee-based, discretionary investment adviser that offers asset management, financial planning, 401(k) consulting, and ERISA 3(21) plan services. The firm employs a diversified investment process incorporating multiple analysis methods and utilizes a combination of ETF models, long-term holdings, trading, and option strategies within a managed risk framework.

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.

Mark Trumble is a financial advisor at Process Design Capital Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Process Design Capital Management since 2017, following a 16-year tenure with Emergent Financial Group Inc. Process Design Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm employs a combination of analytical methods alongside strategies including long-term equity and fixed-income investing, ETFs, and options trading, and offers specialized ERISA retirement plan services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Galloway Asset Management, LLC since 2014 and at Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, providing discretionary portfolio management based on model portfolios and third-party research. The firm focuses on public safety personnel and municipal plans, delivering financial education and advisory services tailored to these groups.

Kyle Erickson is a CFA® charterholder with a Series 63 license and over 11 years of industry experience, including a decade at Northern Trust before founding Elevate Investment Management, LLC. He is based in Scottsdale, AZ. Elevate Investment Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. The firm manages approximately $36.8 million, employing a combination of fundamental analysis and modern portfolio theory to create diversified portfolios that may include options strategies, mutual funds, ETFs, and private placements.