Brent Carman is a financial advisor at Capital Wealth Alliance, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kingswood Capital Partners and Raymond James Financial Services Advisors. Outside of advisory work, he is involved in a referral business for estate planning software and is a partner and agent at Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning services. The firm employs a range of investment strategies and uses a third-party platform to manage held-away participant accounts.

Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.

Matthew Miller is a CFA® charterholder with one year of experience at Elevate Investment Management, LLC. Prior to joining Elevate, he has worked at Northern Trust since 2003. The firm provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $36.8 million across a small client base. Elevate combines fundamental analysis with modern portfolio theory to build diversified portfolios, including the use of options strategies and private placements, while offering financial planning at no additional charge.

Paul Macias is a CFP® professional with 25 years of experience in financial services. He has been with Cole Wealth Management, LLC since 2019, following roles at Strategic Income Group, LLC and Merrill. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities through financial planning, asset management, and wealth management services. Cole Wealth Management employs an actively managed, goal-based investment process and integrates insurance sales and in-house tax preparation within its advisory practice.

David Feiler is a Series 66 licensed financial advisor with over 22 years of experience, currently serving at Westmark Wealth Management since 2013. His prior experience includes roles at Next Financial Group Inc, Securian Financial Services, and Marathon Advisors. He also serves as chairman of the board for Executive Council Charities, a nonprofit organization. Westmark Wealth Management provides fee-based investment advisory services primarily through recommending and overseeing third-party managers for individuals, high-net-worth clients, and various institutional clients. The firm emphasizes long-term security holdings and maintains a majority of its assets as non-discretionary, focusing on customized client strategies and monitoring third-party manager performance.

Omar Bassal is a CFA® charterholder affiliated with 2201 Capital, LLC in Scottsdale, AZ. He began his career in the financial industry in 2020 at Shukr Investments and has been with 2201 Capital since 2026. Bassal has a total of over a decade of experience including a prior role at Masic from 2011 to 2020. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base consisting of individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs multiple analytical methods and trading strategies tailored to client objectives, maintains fiduciary standards, and conducts regular portfolio reviews and reporting.

William Bayuk is a CFP® with 11 years of industry experience. He currently works at Amplify Financial, LLC and has previously been employed by Charles Schwab and The Vanguard Group. His prior roles include positions at both major firms and independent advisory settings. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, combining technology-driven trading, reporting, and back-office support with strategies that include quantitative and rules-based approaches. The firm supports individual and high-net-worth clients through a multi-affiliate platform that offers diverse investment models and tools.

Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.

Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. 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 centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

Christopher Toward is a financial advisor at Tactical Tax Wealth Management with nine years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at The Vanguard Group and various self-employed ventures. Outside of advising, he is the owner and CEO of Goodpoints, LLC, a volunteer development organization, and also works as a dog sitting contractor. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm employs a mix of long-term and shorter-term investment strategies, integrating financial planning, ERISA plan services, and third-party managers into its process.

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Foundations Investment Advisors and First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm employs proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Patricia Lloyd is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with Ardent Wealth Management and has previously worked at Lifeworks Advisors, LPL Financial, and other firms. Outside of her advisory roles, Patricia serves as president of External Executive Team, LLC, a non-investment business. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and charitable organizations. The firm employs a planning-based and risk-based investment approach using model strategies and various securities, offering services including ERISA retirement plan oversight.

Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.

Logan Marcus is a financial advisor at Sun Valley Advisory with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Alpha Omega Wealth, Cadaret Grant & Co., and Appreciation Financial. Outside of advisory work, he co-hosts a financial radio show called Cover Your Assets with Logan and Don. Sun Valley Advisory provides investment management primarily to individuals, high-net-worth clients, trusts, estates, and businesses. The firm follows a largely non-discretionary advisory model, recommending ETFs and individual equities while utilizing third-party model managers through the AssetMark platform.

Allen Lang is a financial advisor at Atlas Wealth Management, LLC in Cave Creek, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Wealth Management since 2015. Prior to that, he was self-employed starting in 2013. Atlas Wealth Management primarily serves individual investors, including a substantial number of high-net-worth clients, as well as small pension and retirement plans. The firm’s investment process combines fundamental and technical analysis tailored to client-specific factors and offers discretionary portfolio management alongside financial planning and ERISA plan services.

Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Endeavor Advisors in 2025, he worked at Morgan Stanley and JPMorgan Chase Bank, N.A. among other firms. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed approach and offers client education seminars and estate planning facilitation that are relatively uncommon among similar advisers.