Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

Jackson Beck is a CFP® with eight years of industry experience, currently serving as an advisor at Taurum Retirement Partners, LLC since 2016. Prior to this, he worked at Sluffin It Consulting and Utah State University. He was also the managing member of a pass-through tax conduit entity that was dissolved in 2021. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients with discretionary portfolio management and access to third-party managed programs. The firm uses Modern Portfolio Theory and fundamental analysis to create personalized asset allocations, employing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Todd Thomas is a Series 65-licensed financial advisor with 10 years of industry experience, currently affiliated with Public Safety Financial/Galloway in Mesa, AZ. He has worked at Galloway Asset Management since 2015 and joined Modern Wealth Management in 2025. In addition to his advisory role, he holds an Arizona insurance license to sell fixed annuity products occasionally through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients, with a particular focus on public safety personnel. The firm offers discretionary portfolio management using model portfolios and third-party research and provides financial education and advisory services to public safety organizations.

Philip Nagel is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with Aim Capital since 2012 and is also associated with LPL Financial. The firm, Aim Capital, provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across about 236 client relationships. Aim Capital offers tailored portfolio management using a variety of securities and conducts regular client reviews, operating a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Patricia Druckman is a financial advisor at Envision Capital Management Ltd with 19 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Druckman has been with Envision Capital Management since 2005 and is also a licensed insurance agent providing life and disability insurance services. Envision Capital Management Ltd offers discretionary portfolio management and consulting services to individual and high-net-worth clients, including pension and 401(k) plan consulting. The firm uses a buy-and-hold, dividend-reinvestment investment approach informed by fundamental analysis and manages both separately managed accounts and a private pooled investment vehicle, Talisman Partners LLC.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She currently works at Luminescent Wealth Management, Inc. and has previously held roles at Tarbox Family Office, Versant Capital Management, GFO Advisory Services, LLC, and Inlign Wealth Management, LLC. Erin serves as an executive committee member of the AICPA Personal Financial Planning program, is involved with the Fresh Start Women's Foundation auxiliary board, and chairs the Tax & Legal Seminar planning committee sponsored by the Arizona Community Foundation and the Center for Jewish Philanthropy of Greater Phoenix. Luminescent Wealth Management is a fee-only advisory firm that provides financial planning and wealth management services to high-net-worth individuals, families, trusts, estates, and business entities. The firm emphasizes tax and estate planning integration and manages diversified portfolios with a fiduciary approach, focusing on clients with multi-million dollar account minimums.

John Hurry is a financial advisor with Scottsdale Capital Advisors Corp, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Scottsdale Capital Advisors and Alpine Securities. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients with brokerage and investment services across multiple asset classes. The firm offers portfolio management using model portfolios and tailored recommendations, primarily employing technical analysis tools in its investment approach.

Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.

Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, with two years of industry experience. He holds a Series 65 designation and previously worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index mutual funds and ETFs while also incorporating fundamental and technical analyses, managing approximately $105 million in client assets on a discretionary basis.

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Victor co-founded and serves as vice president of CSI Financial Group and is involved in Tactical Tax and Estate Planning, where he holds multiple insurance-related licenses. Tactical Tax Wealth Management is a small advisory firm serving individual and high-net-worth clients, trusts, estates, and selected retirement plans. The firm integrates discretionary portfolio management with financial planning and may use both long-term and shorter-term investment strategies, including options and structured notes, tailored to clients’ objectives and risk tolerance.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Damon Roberts is a financial advisor at Acute Investment Advisory with 12 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Roberts has a long-standing affiliation with Acute Financial, where he has been active since 2001. Acute Investment Advisory serves individual and high-net-worth clients, trusts, and retirement plans by offering discretionary and non-discretionary portfolio management and referrals to third-party advisers. The firm employs a range of investment strategies, including the use of exchange-traded funds, options, structured notes, and private equity, supported by model portfolios and third-party sub-advisers.

Matthew Penkert is a CFP® professional with 23 years of experience, currently serving as the sole advisor at Pro Tax Financial Services, LLC in Mesa, AZ. He has operated at Pro Tax Financial Services since 2003 and also provides tax preparation services. Pro Tax Financial Services offers tax preparation, accounting, financial planning, and investment advisory services primarily to individual clients, occasionally serving trusts, estates, charitable organizations, and business entities. The firm integrates tax and accounting practices with asset management, employing a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.