Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and related firms for over two decades before joining Bridgeway in 2023. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios and advice on a range of asset types through discretionary and non-discretionary arrangements.

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.

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 at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.

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 in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002, focusing on firm management and tax/accounting services. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients. The firm employs a CFP-aligned planning process and coordinates with third-party platforms and other professionals to implement investment strategies and deliver educational seminars.

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 Series 66 credentials and five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, and First Command, as well as work outside the financial sector at Lyft. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through distinct model portfolios and provides financial education and advisory services specifically tailored for public safety personnel and municipal plans.

William Paskel is a Series 65-licensed financial advisor with Omni Investment Solutions LLC, based in Mesa, AZ, and has two years of industry experience. He previously worked at Wells Fargo Bank for 24 years and currently holds roles at Guaranty Retirement Solutions LLC and Allstate Insurance. Outside of finance, he is the founder and president of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm serving individual clients through a co-advisor relationship with a third-party money manager. The firm provides financial planning and portfolio management by implementing model portfolios aligned with clients’ risk tolerances.

Jorgen Goodman is a financial advisor at GBG Wealth Management LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GBG Wealth Management, his background includes roles at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm uses a consultative process to develop client objectives and implements portfolios through direct management or third-party allocations, offering a variety of model-based strategies and educational workshops.

Brian Jutting II is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm provides discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, offering education and advisory services tailored to these groups.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Blue Spruce Global Advisors. He is the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is a shareholder of Catapult Financial Technologies Ltd (UK), a financial technology firm. DeWitt Capital Management provides portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm offers model-portfolio implementation and held-away retirement account management while employing a combination of fundamental and technical analysis along with local company research to construct diversified portfolios and tailor accounts.

Nicholas Winters is a CFP® with eight years of experience in financial advising, currently with Winters Financial Group, Inc. in Phoenix, AZ. His prior work includes roles at The Vanguard Group, Inc. and Foresters Financial. He also works as an independent insurance agent, assisting clients with life, disability, 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 employs a non-discretionary management approach, offering portfolio management, standalone financial planning, and retirement plan consulting using a range of instruments including mutual funds, ETFs, and individual equities.

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® with 14 years of industry experience, currently affiliated with Public Safety Financial/Galloway in Mesa, AZ. She has worked extensively with Galloway Asset Management since 2007, including her current role at Modern Wealth Management, LLC. Andrea is the owner of Public Safety Financial, which owns Galloway Asset Management. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm manages discretionary portfolios using model strategies and third-party research, with a focus on public safety personnel and municipal plans, offering financial education and advisory services tailored to these groups.

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.