Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, with two years of industry experience. He holds a Series 65 designation and previously worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index mutual funds and ETFs while also incorporating fundamental and technical analyses, managing approximately $105 million in client assets on a discretionary basis.

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Victor co-founded and serves as vice president of CSI Financial Group and is involved in Tactical Tax and Estate Planning, where he holds multiple insurance-related licenses. Tactical Tax Wealth Management is a small advisory firm serving individual and high-net-worth clients, trusts, estates, and selected retirement plans. The firm integrates discretionary portfolio management with financial planning and may use both long-term and shorter-term investment strategies, including options and structured notes, tailored to clients’ objectives and risk tolerance.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint 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 range 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.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.

Aaron Lannon is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rovin Capital and Heartland Financial. Outside of his advisory role, he serves as an assistant to a seller's agent at Summit Real Estate Professionals in Casa Grande, AZ. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios through in-depth client interviews and risk assessment tools.

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Alterdomus, Jones Simkins, and Ernst & Young. Scott Marsh Financial, LLC provides portfolio management alongside tax advisory, individual tax return preparation, real estate advice, and property management, serving individuals, high-net-worth clients, companies, and trusts. The firm emphasizes asset allocation and uses a mix of no-load mutual funds, ETFs, and a concentrated stock strategy with discretionary rebalancing and tax-efficient solutions.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Joshua Miller is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. He has held roles at multiple firms, including Park Avenue Investment Advisory LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Mr. Miller is the Chief Executive Officer of JCM Private Holdings, a personal private holding company. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and small to mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold and tactical strategies, tailoring portfolios through detailed client interviews and tools like Riskalyze.

Lauren Frist is a CFP® professional with 13 years of industry experience. She has worked at The VANGUARD GROUP, INC., Ironwood Wealth Management, LLC, and currently serves at Revel Wealth Partners. Lauren holds Series 63 and Series 65 licenses. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm follows a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis using both passive and active vehicles.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Elyssa Selvidge is a CFP® professional affiliated with Public Safety Financial/Galloway and Modern Wealth Management, LLC, with one year of industry experience. She previously worked at RSL-AZ and Galloway Asset Management, LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, focusing on discretionary portfolio management and participant-level services tailored to public safety personnel and municipal plans.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.

Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 designations 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 techniques and is notable for its Advanced Derivatives Overlay offering, which includes multi-leg option and futures strategies for long-term, hedging, and tactical purposes.