Robert Preston is a financial advisor with Sonoran Capital Management LLC in Cave Creek, AZ. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including his entire advisory career at Sonoran Capital Management since 2006. Sonoran Capital Management LLC provides portfolio management and advisory services to a very limited client base, focusing exclusively on high-net-worth individuals. The firm emphasizes personalized portfolio monitoring and trade execution under clearly defined policies.

David Kahn is a financial advisor with North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill, spanning nearly two decades before founding his current firm in 2016. North Scottsdale Wealth Advisors provides discretionary asset management primarily through wrap fee programs for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fixed-income strategies and global equity approaches, managing approximately $63 million with a focus on individualized account management and conservative cash practices.

Amrish Mathur is a financial advisor with Global Wealth Partners, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Global Wealth Partners since 2010 and also works with Global Investment Advisors, LLC. Outside of financial advising, Mathur is involved in healthcare consulting through Healthcare Strategic Solutions, a firm he founded that provides Medicare and Medicaid reimbursement consulting services primarily to hospital clients. Global Wealth Partners, LLC is a small advisory firm with two advisors that focuses on acting in the best interest of its clients.

Ramneek Mathur is a financial advisor at Global Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Global Wealth Partners since 2010. In addition to his advisory role, Mathur is active as a real estate agent. Global Wealth Partners, LLC is a small firm with two advisors, focusing on delivering tailored wealth management solutions.