Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Elyssa Selvidge is a CFP® professional affiliated with Public Safety Financial/Galloway and Modern Wealth Management, LLC, with one year of industry experience. She previously worked at RSL-AZ and Galloway Asset Management, LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, focusing on discretionary portfolio management and participant-level services tailored to public safety personnel and municipal plans.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.

Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including New Order DAO, MG Private Capital/Banyan Digital, Bank of America, and Merrill. He is also an owner of Red Night Capital Holdings, LLC. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern-portfolio techniques and is notable for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies for long-term, hedging, and tactical purposes.

Jordan Andrews is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 credential and has worked at Galloway Asset Management, LLC since 2015. Andrews is also a Financial Advisor Representative at Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in public-sector entities, municipal defined contribution plans, and high-net-worth individuals. The firm offers discretionary portfolio management using model portfolios and third-party research, with a focus on serving public safety personnel and municipal plans through financial education and advisory services.

Kodi Thruston is a financial advisor at Amplify Financial, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. Outside of his advisory role, Thruston is the founder of a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients. The firm offers a technology-driven platform that supports trading, reporting, and back-office functions while allowing advisers to maintain direct client relationships and control investment objectives.

Anthony Olson is a financial advisor at Bonsai Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Bonsai Financial Services, LLC since 2018, following prior roles at Strategy Financial Services and Strategy Financial Insurance. Olson is also the owner and manager of Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm employs an asset-allocation methodology to balance returns and risk, managing portfolios primarily with ETFs and mutual funds for a client base of about 62 accounts.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.

Shane Knoll is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Modern Wealth Management, Galloway Asset Management, Purshe Kaplan Sterling Investments, J.P. Morgan Securities, and Chase Investment Services. Outside of financial services, he is involved as a stylist consultant selling nail polish. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel. The firm offers discretionary portfolio management and participant-level services, relying on model portfolios and third-party research to tailor recommendations to client objectives and risk tolerances.

Steven Knous is a PFS™ credentialed financial advisor at Flagstone Financial Advisors, Inc. in Scottsdale, AZ, with 26 years of industry experience. He has been with Flagstone since 1999. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and offers customized portfolios using no-load mutual funds, ETFs, and equities, with a client-driven investment approach that includes regular account monitoring and formal reviews.

Megan Wells is a financial advisor at Confluent Asset Management LLC based in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm employs a variety of investment strategies and analytic methods, including fundamental and technical analysis, and offers tailored portfolio monitoring and investment policy documentation.

Magdalena Eberhardt is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Galloway Asset Management LLC, and Modern Wealth Management, LLC. She serves as a board member of the City of Phoenix Firefighter Healthcare Trust, attending quarterly meetings related to plan oversight. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and third-party research, focusing on public safety personnel and municipal plans by providing financial education, training, and advisory services.

Mark Trumble is a financial advisor at Process Design Capital Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Process Design Capital Management since 2017, following a 16-year tenure with Emergent Financial Group Inc. Process Design Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm employs a combination of analytical methods alongside strategies including long-term equity and fixed-income investing, ETFs, and options trading, and offers specialized ERISA retirement plan services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Modern Wealth Management, Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on discretionary portfolio management using model portfolios and third-party research, with a notable emphasis on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

Kyle Erickson is a CFA® charterholder with a Series 63 license and over 11 years of industry experience, including a decade at Northern Trust before founding Elevate Investment Management, LLC. He is based in Scottsdale, AZ. Elevate Investment Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. The firm manages approximately $36.8 million, employing a combination of fundamental analysis and modern portfolio theory to create diversified portfolios that may include options strategies, mutual funds, ETFs, and private placements.

Adriana Mange is a financial advisor at AlphaTrust Advisors with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cambridge Investment Research and Wells Fargo Bank. Mange is also involved as a CPA and tax preparer with Alpha Trust Tax Services and serves as an independent insurance agent with Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios with ETFs, stocks, bonds, and low-cost mutual funds, supplemented by third-party artificial intelligence tools for research and risk monitoring, and maintains formal affiliations with accounting, tax, and insurance practices.

Zachary Brodt is a financial advisor at SL Capital with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Raymond James & Associates, First Financial Equity Corporation, and Foundations Investment Advisors. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses a combination of proprietary and third-party model portfolios, offering access to alternative investments through sub-advisers and private funds.

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. 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 is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

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.

Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.