Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Dynamic Wealth Advisors and Ascensus. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with an emphasis on customization and tax-loss harvesting.

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.

Matthew Dages is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He is also the owner and founder of Bright Wealth Management, a finance and insurance business. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and a mix of discretionary and non-discretionary authority.

Desirae Martinez is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Phoenix, AZ, with three years of industry experience. Prior to joining Foundations in 2023, she worked at Prince William Animal Hospital and San Juan Animal Hospital for a combined seven years. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

Spencer Humphrey is a financial advisor at Soltis Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Soltis in 2020, he worked at TIAA-CREF from 2014 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

Christopher Price is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Asset Preservation Wealth & Tax, Ryder Transportation, and Black Diamond Landscaping. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

Stewart Willis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. He is also the managing member and president of Asset Preservation Wealth & Tax and serves as president of Alpha1 Tax & Wealth Management, where he provides tax, insurance, and estate planning services. Willis has worked at Gateway Financial since 2005. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach to manage client assets.

Daniel Loza is a financial advisor at Northern Trust Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Northern Trust Securities, he worked at Vanguard and Charles Schwab, and his background includes roles at Amazon and Nike, as well as a period of full-time education. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a range of managed accounts and combines advisory, brokerage, and custody services supported by its affiliation with Northern Trust Corporation.

Victoria Yazzie is a financial advisor at PFG Advisors with 20 years of industry experience. She holds the CFP® and Series 63 designations. Prior to joining PFG Advisors in 2024, she worked for 18 years at The Vanguard Group, Inc. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Bruce Wilson is a financial advisor with The Wealth Consulting Group in San Tan Valley, AZ, holding a Series 66 designation and 28 years of industry experience. His prior work includes roles at LPL Financial and Advantage Wealth Advisors. Wilson also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies aligned with client goals and risk tolerances.

Tyler Leuning is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years and Leading Edge Academy for three years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Paul Batt is a financial advisor with PFG Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Equitable Advisors and Securities America Inc. He has been affiliated with PFG Advisors since 2023. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to various third-party platforms and wrap programs.