William Mitton is a financial advisor at Universal Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., Triton Wealth Management, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial. He owns WCM William Chad Mitton Financial, a pass-through entity affiliated with Triton Wealth Management. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios and a combination of fundamental analysis with long- and short-term investment strategies. The firm offers access to a broad range of securities and manages assets on a discretionary basis.

Logan Hauschild is a financial advisor at Green Peaks Planning with a Series 65 designation and one year of industry experience. Prior to joining Green Peaks Planning, he worked at Red Robin for six years and was a full-time student for seventeen years. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients, managing over $46 million in assets. The firm combines fundamental security analysis with Modern Portfolio Theory, offering customized portfolios and a range of planning engagements beyond traditional asset management.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.

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.

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Alterdomus, Jones Simkins, and Ernst & Young. Scott Marsh Financial, LLC provides portfolio management alongside tax advisory, individual tax return preparation, real estate advice, and property management, serving individuals, high-net-worth clients, companies, and trusts. The firm emphasizes asset allocation and uses a mix of no-load mutual funds, ETFs, and a concentrated stock strategy with discretionary rebalancing and tax-efficient solutions.

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.

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 designations 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 techniques and is notable for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies for long-term, hedging, and tactical purposes.

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.

Alan Cox is a financial advisor at Hillspring Financial, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Northpointe Consulting, Northpointe Financial, and Taylor Capital Management. He is also licensed to sell life, annuity, health, dental, and vision insurance. Hillspring Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and serves clients using both wrap-fee and non-wrap platforms, integrating mutual funds, ETFs, and third-party managers in tailored client programs.

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 based in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm employs a variety of investment strategies and analytic methods, including fundamental and technical analysis, and offers tailored portfolio monitoring and investment policy documentation.

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.

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.

Adriana Mange is a financial advisor at AlphaTrust Advisors with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cambridge Investment Research and Wells Fargo Bank. Mange is also involved as a CPA and tax preparer with Alpha Trust Tax Services and serves as an independent insurance agent with Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios with ETFs, stocks, bonds, and low-cost mutual funds, supplemented by third-party artificial intelligence tools for research and risk monitoring, and maintains formal affiliations with accounting, tax, and insurance practices.

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

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.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include over two decades at Midwest Financial Group, Inc., followed by positions at Securities America, Inc. and Securities America Advisors, Inc. before joining RK Retirement Solutions in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses, managing approximately $21.5 million in assets for about 92 clients. The firm employs discretionary asset management and financial planning, utilizing strategies including modern portfolio theory and fundamental, technical, and cyclical analysis.