Dillon Kazemi is a financial advisor with Modern Wealth LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Terra Wealth Management and Thompson Financial Group, and is a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Additionally, he serves as a consultant for a family-owned rental business, providing strategic and financial guidance. Modern Wealth LLC offers advisory services to individuals, entrepreneurs, and small businesses, combining Modern Portfolio Theory with fundamental analysis and a long-term trading strategy. The firm uses technology for client monitoring and integrates affiliated insurance and bookkeeping services into its financial planning and portfolio management.

Jonathan Bradley is a financial advisor with Demeter Tactical Investments Corp. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, he worked at MSH Capital Advisors LLC, M.S. Howells & CO, Charles Schwab & Co., Inc., and Edward Jones LLP. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent registered investment advisers and their clients, offering model portfolio implementation, performance reporting, and administrative support. The firm employs a data-driven, tactical asset-allocation approach using proprietary algorithms and manages both advisory client accounts and pooled private funds.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway with five years of industry experience. He holds the Series 66 designation and has previously worked at Martinsen Wealth Management, Morgan Stanley, Modern Wealth Management, Lyft, First Command, JPMorgan Chase, and Freedom Debt Relief. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management and participant-level services tailored to clients’ objectives and risk tolerance.

William Paskel is a financial advisor at Omni Investment Solutions LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank for 24 years. Outside of advising, he is the president and founder of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm that provides portfolio management and hourly financial planning primarily through co-advisor relationships with third-party money managers. The firm focuses on third-party model portfolios and serves individual clients with quarterly account reviews and flexible financial plan updates.

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

Brian Jutting II is a CFP® certified financial advisor with 12 years of industry experience. He is currently with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at DeWitt since 2018. Prior to that, he spent a year with ETF Model Solutions and has been the owner of Valor Consult LLC since 2014. Frank is also a co-founder of Portfolio Catapult, LLC, an investment research technology company, and is involved with related financial technology ventures. DeWitt Capital Management serves individual and high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary portfolio management as well as sub-advisory services to other registered investment advisers. The firm uses a combination of fundamental and technical analysis with proprietary and third-party screening tools to build globally diversified portfolios and sector allocations, including a specialized Energy Income Strategy focused on master limited partnerships.

Nicholas Winters is a CFP® professional with seven years of industry experience, currently serving at Winters Financial Group, Inc. He has previously worked at The Vanguard Group, Inc. and Foresters Financial. In addition to his advisory role, he is an independent insurance agent assisting clients with life, disability income, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm primarily offers non-discretionary portfolio management and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities while emphasizing client approval before transactions.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.

Andrea Alley is a CFP® and holds a Series 65 license with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway in Mesa, AZ, where she has worked since 2019. Andrea has previously worked at Modern Wealth Management, LLC, and has a long tenure with 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, focusing on discretionary portfolio management and participant-level services. The firm emphasizes support for public safety personnel and municipal plans through financial education, customized investment solutions, and regular client communication.

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.

Angela Valentine is a financial advisor at Unique Investment Advisors, LLC in Phoenix, AZ, holding a Series 65 designation with 14 years of industry experience. She has worked with multiple firms, including LifeTyme Financial Group and Allstar Financial Group, and maintains roles in Unique Business Planning, LLC and Sonoran Sky 1103 LLC. Unique Investment Advisors acts as a co-advisor on a third-party platform, providing ERISA 3(21) advisory services and hosting public seminars. The firm uses a fund-of-funds approach focused on asset allocation and periodic rebalancing, supporting clients through onboarding and ongoing reviews rather than discretionary trading.

Travis Zsiga is a financial advisor at Modern Wealth LLC with a Series 65 designation and experience working in advisory and related services since 2022. He also operates Zsiga CPA PLLC and previously worked in the furniture rental industry. Modern Wealth LLC serves individuals, high-performing W-2 employees, entrepreneurs, and small businesses with discretionary portfolio management, financial planning, and pension consulting. The firm combines Modern Portfolio Theory and fundamental analysis with a technology-enabled approach, offering both traditional and alternative investment products.

Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.