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.

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.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

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.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC 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 variety 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.

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.

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.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.

Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. 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 utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Kelsey White is a financial advisor with Financial Life Planners in Tempe, AZ, holding a Series 65 designation. She has been with the firm since 2024 and previously worked in veterinary-related roles and community college administration. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm manages approximately $208 million in discretionary assets across about 298 client relationships, using a combination of fundamental and technical analysis to create customized, tax-efficient portfolios.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Marie Burns is a CFP® professional with 25 years of experience in financial advising. She is currently with Wise World Investment Planning and has prior experience at firms including LPL Financial, Sagepoint Financial, Waddell & Reed, Vanguard Advisers, and CliftonLarsonAllen Wealth Advisors. In addition to her advisory work, she is an author of a book on financial organization and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning provides comprehensive financial planning and advisory services to individuals, trusts, and businesses, focusing on tailored strategies through fundamental and technical analysis. The firm emphasizes financial plans and consulting over asset management and utilizes fixed and hourly billing models.