Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses 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 approaches, with a distinctive Advanced Derivatives Overlay offering that includes complex options and futures strategies.

David Young is a CFP® with four years of industry experience currently serving as a financial advisor at Harding Wealth, Inc. He previously worked at Core Planning and LPL Financial, LLC. Before entering the financial industry, he spent seven years at Texas Tech University. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of long- and short-term trading, fundamental and quantitative analysis, and modern portfolio theory, including options and derivatives strategies, with all client assets managed in-house.

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.

Alan Cox is a financial advisor at Hillspring Financial, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Northpointe Consulting, Northpointe Financial, and Taylor Capital Management. He is also licensed to sell life, annuity, health, dental, and vision insurance. Hillspring Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and serves clients using both wrap-fee and non-wrap platforms, integrating mutual funds, ETFs, and third-party managers in tailored client programs.

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

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 with six years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc., Camelback Wealth Consultants, and Harbour Investments, Inc. Confluent Asset Management LLC is a fee-based, discretionary investment adviser offering asset management, financial planning, 401(k) consulting, and ERISA 3(21) plan services. The firm employs a diverse investment approach combining multiple analysis methods and uses a mix of ETF models, options strategies, and margin, with discretionary trading authority and quarterly account reviews.

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.

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 previously at Cambridge Investment Research Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with affiliated tax and insurance services linked to her firm. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis primarily using ETFs, individual stocks, bonds, and low-cost mutual funds, supplemented by artificial-intelligence tools and model portfolios.

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.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Midwest Financial Group, Inc., followed by roles at Securities America and its affiliates prior to joining his current firm in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses with discretionary asset management and financial planning. The firm manages approximately $21.5 million for about 92 clients using documented client objectives and risk tolerances, employing methodologies such as modern portfolio theory and fundamental analysis.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.

Kenneth Council is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he owns a CPA firm through which he spends a portion of his time preparing tax returns. CPA Advisory Services, P.C. provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm combines discretionary asset management with written financial plans and employs a range of investment approaches, including the use of margin borrowing and derivatives, while maintaining a close affiliation with accounting practices.

Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of his advisory work, Peter is a managing member of Pacific Energy Holdings and a partner at Evolve Cross Border Partners, where he is involved in business development and client coordination. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and corporate clients, with a focus on cross-border planning and consultant services for other advisory firms. The firm uses a disciplined investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative methods.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

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.

Nicholas Winters is a CFP® with eight years of experience in financial advising, currently with Winters Financial Group, Inc. in Phoenix, AZ. His prior work includes roles at The Vanguard Group, Inc. and Foresters Financial. He also works as an independent insurance agent, assisting clients with life, disability, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm primarily employs a non-discretionary management approach, offering portfolio management, standalone financial planning, and retirement plan consulting using a range of instruments including mutual funds, ETFs, and individual equities.