David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.

Annick Rodarte is a financial advisor with Wealth Guardian Advisory, PLLC, holding a Series 65 designation and eight years of industry experience. She has been with Wealth Guardian Advisory since 2017 and is also involved with Wealth Guardian Group, where she provides insurance sales and service, tax and accounting, and legal document preparation. Wealth Guardian Advisory, PLLC offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios based on documented Investment Policy Statements and employs fundamental, technical, and cyclical analysis, providing a range of planning services without account minimums.

Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.

Sandeep Shah is a Series 65-licensed advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He also serves as a Principal at NorthStar International Ventures, a technology consulting and advisory firm focused on software companies and the retail service industry. Shah devotes significant time to this non-investment-related business. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets, providing continuous investment management alongside various financial planning services. The firm combines passive and active strategies based on Modern Portfolio Theory and employs tactical deviations, derivatives, and options within its strategic asset allocation.

Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked at Ironwood Wealth Management, LLC for six years and JPMorgan Chase & Co for three years. WLTH Capital Management advises individuals, high-net-worth clients, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, cash-management solutions, and retirement-plan advisory services. The firm employs a fundamental, generally long-term investment approach and manages over $200 million in client assets while offering specialized services such as 3(38) fiduciary responsibility for retirement plans and third-party platform integration for held-away accounts.

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.

Cornelius Van Zutphen Jr. is a CFP® with 26 years of experience in the financial services industry. He has been with Intrinsic Wealth Counsel, Inc. since 2012. The firm provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. Intrinsic Wealth Counsel manages approximately $287 million in assets and emphasizes a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans.

Mark Rauguth is a CFP® with 39 years of industry experience, currently serving as managing member of Immaculate Wealth Management, LLC in Mesa, AZ. He has worked at Gradient Securities, Overson & Rauguth & Assoc. LLC, and Precision Investments Inc., where he also holds an ownership role outside of investment advisory services. Immaculate Wealth Management, LLC is a fee-based adviser managing approximately $141 million for around 574 clients, primarily individuals including high-net-worth and non-HNW households. The firm provides discretionary portfolio management and financial planning using fundamental, technical, and cyclical analysis, and offers a range of strategies including long-term, short-term, trading, and options.

Houston Friend is a financial advisor at Redeem Wealth Management with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Redeem Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm uses a range of strategies, including third-party money managers and unified managed account programs.

Christian Mahan is a financial advisor at StoneCrest Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, LLC, Peyton Resource Group, USAA Investment Services Company, Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, and Northern Trust. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a primarily long-term investment approach, combining fundamental and technical analysis to set asset allocation and select investments, with discretionary portfolio management that often includes mutual funds and ETFs.

Brian Wiscombe is a CFP®-certified financial advisor with 12 years of industry experience, currently with StoneCrest Wealth Management, Inc. He previously worked at Edward Jones, Lincoln Investment, and Capital Analyst. Outside of his advisory work, he serves as President of the St. John Bosco Catholic School Dad's Club and is a member of the school's advisory board. He also serves on the board of 10-2 Technologies, a law enforcement technology firm. StoneCrest Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management focused on mutual funds, ETFs, and legacy positions aligned with client goals.

James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Securities America, Inc. and PFG Advisors, LLC. Outside of his advisory role, he manages Freedom Cleaners LLC, a business management services company. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term focus, offering discretionary and non-discretionary portfolio management alongside access to third-party managers and platform solutions.

Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

John Henderson is a CFP® professional with five years of industry experience, currently advising through Public Safety Financial/Galloway in Mesa, AZ. His prior work includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. In addition to his advisory role, he is involved in selling fixed and fixed indexed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, managing discretionary portfolios and providing participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education, training, and tailored investment recommendations reviewed regularly by its Investment Oversight Committee.

William Lyall is a financial advisor at Public Safety Financial/Galloway with nine years of industry experience and holds a Series 65 designation. He has worked at Modern Wealth Management, LLC since 2025 and has been with Galloway Asset Management, LLC since 2017. Prior to his financial advisory career, Lyall spent 32 years with the City of Tempe Fire Department. He also serves as Vice Chairman and voting board member of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on 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 specific emphasis on serving public safety personnel and municipal plans through financial education and advisory services.

Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.