Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Thomas Marki is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Axiom Founders Family Office since 2021 and at Axiom Risk Management, LLC since 2022. Marki’s activities include insurance production through Axiom Risk Management. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts. The firm uses a tactical allocation strategy incorporating fundamental and cyclical analysis and offers portfolio management alongside financial planning and personalized support.

Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.

Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. His background includes roles at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of finance, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice and commonly acts as a limited-scope ERISA 3(21) fiduciary for retirement plans, emphasizing regular account reviews and the use of fundamental analysis and modern portfolio theory.

Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.

Joseph Police is a financial advisor at Red Night Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spiegelman Wealth, Frey Financial, and Tek Systems prior to joining Red Night Capital. Outside of advising, he is a partner in a Scottsdale landscaping company specializing in landscape architecture and water management. 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 offers an Advanced Derivatives Overlay strategy that includes complex option and futures strategies to create synthetic lending or borrowing solutions.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.

Lee Garcia is a CFA® charterholder with 22 years of industry experience. He has been with Five Mile River Investment Management, LLC since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and individual accounts, managing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach with concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.

Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.

Armando Roman is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors. He is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management LLC is a fee-based, discretionary investment adviser offering asset management, financial planning, and 401(k) consulting services. The firm uses a combination of fundamental, technical, and cyclical analyses to implement diversified ETF models, long-term holdings, and option strategies, operating with discretionary trading authority and conducting regular account reviews.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Zenith Bank & Trust and Charles Schwab. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a variety of investment vehicles and employs both discretionary management and third-party oversight, with a notable affiliation to a bank and trust company that supports trustee roles and integrated Family Office offerings.

Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.

Parker Foltz is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Zenith in 2025, he spent ten years with Bank of America and Merrill. Outside of his advisory role, he is a co-owner of a family rental property in Tempe, Arizona. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with portfolio management, financial planning, family office services, and retirement plan consulting. The firm combines discretionary portfolio management with active strategies and offers trustee and bill-payment services through an affiliated banking and trust company.

Reese Hinton is a CFP® professional with eight years of industry experience, currently serving at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, Integrated Wealth LLC, REDW Wealth LLC, and Phoenician Wealth Management. Madrid Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes personalized asset allocation and risk profiling, utilizing a blend of passive and active strategies, and integrates tax services and educational offerings within its coordinated service model.

Taylor Roncancio is a financial advisor with Quantumvest, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Quantumvest since 2014. Outside of advisory work, Roncancio is involved in e-commerce through part ownership of a company selling baby products and an online trading course business. Quantumvest serves individual and high-net-worth clients, trusts, estates, retirement plans, and small businesses, offering discretionary portfolio management, retirement plan consulting, and wealth-planning services. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions.

Drew Peterson is a financial advisor at Witnauer Sloan & Associates LLC in Scottsdale, AZ, holding a Series 65 designation with 15 years of industry experience. He has been with Witnauer Sloan & Associates since 2008. Outside of his advisory role, Peterson is involved in accounting work for Shamrock Foods in Phoenix. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm provides discretionary and non-discretionary asset management, written financial planning, and occasional public seminars, employing both fundamental and technical analysis in its investment approach.

Blake Bottle is a ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.