Matthew Saber is a CFP® with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior roles include positions at JP Morgan Chase Bank, N.A. and The Huntington Investment Company. Outside of advisory work, he is an insurance agent specializing in life, disability, and health insurance. 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 follows a long-term, fundamental analysis approach and offers specialized options strategies and ERISA-covered plan management services.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Scottsdale Capital Advisors and Alpine Securities. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer serving retail and institutional clients, offering a range of brokerage and investment services. The firm provides portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

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.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with eight years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Ron Blue Trust Company for one year. Intrinsic Value Partners, LLC offers discretionary investment management, financial planning, and limited consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

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 63, Series 65, and Series 66 licenses with nine years of industry experience. His work history includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, and Vanguard. Bradley Wealth serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating third-party managers and digital platforms such as Betterment and Pontera.

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 in Scottsdale, AZ. His prior roles include positions at Learnvest Inc. and Axa Advisors, LLC. Outside of his advisory work, Enpo serves on the finance committee at Saint Daniel the Prophet parish and writes financial white papers shared on his personal website and social media. My Financial Coach Planning, LLC provides 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 online tools to help clients set goals and integrate workplace benefits with personal assets, referring clients to specialized experts when necessary.

James Tewalt is a CFP® with 20 years of industry experience and is affiliated with EPS Wealth Management in Glendale, AZ. He has operated multiple businesses, including EPS Doc Prep LLC, a legal document preparation service, and Tewalt's Kickin' Korral, LLC, a horse boarding operation. He was previously president of Estate Planning Solutions Inc., a life and health insurance agency. EPS Wealth Management provides financial planning and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios and offers both discretionary and non-discretionary management.