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.

Logan Hauschild is a financial advisor at Green Peaks Planning with a Series 65 designation and one year of industry experience. Prior to joining Green Peaks Planning, he worked at Red Robin for six years and was a full-time student for seventeen years. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients, managing over $46 million in assets. The firm combines fundamental security analysis with Modern Portfolio Theory, offering customized portfolios and a range of planning engagements beyond traditional asset management.

Colin Bybee is a financial advisor at Almega Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Almega, he worked briefly at David Morgan & Associates and has experience balancing roles as a college student and municipal employee. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and nonprofit clients with a primarily passive, asset-class driven investment approach. The firm integrates advisory services with an affiliated tax practice and offers educational content and periodic client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65 credentialed advisor at Intelligent Capitalworks with nine years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member of the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning for high-net-worth and ultra-high-net-worth individuals and families, offering tailored portfolios with a focus on dividend growth, capital conservation, and tax control. The firm combines in-house and third-party research to support a long-term investment approach.

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 a Series 65 designation and over eight years of industry experience. His prior work includes roles at Ernst & Young, Jones Simkins, and Alterdomus. Scott Marsh Financial serves individuals, companies, and trusts by providing portfolio management alongside tax services, real estate advice and property management, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and uses diversified mutual funds and ETFs across multiple model portfolios, with additional strategies including concentrated individual-stock selections.

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 with one year of industry experience, currently serving as a financial advisor with Public Safety Financial/Galloway. Her background includes roles at Modern Wealth Management, LLC and RSL-AZ, alongside experience with Galloway Asset Management and Arizona State University. She is also involved with Modern Wealth Management, LLC as a financial advisor representative. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on public-sector entities, municipal defined contribution plans, and high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular emphasis on financial education and advisory services for public safety personnel and municipal plans.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 credential with eight years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt serves individual investors and financial advisers through subscription-based web applications and downloadable scorecards, while also working with institutional clients including sponsors of unit investment trusts (UITs), ETF sponsors, hedge funds, and other investment professionals. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to develop UIT portfolios and offers proprietary data licensing, consulting, and market commentary services.

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.

Jordan Andrews is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He previously worked at Galloway Asset Management, LLC, and currently operates Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm emphasizes discretionary portfolio management using model portfolios and third-party research, focusing notably on public safety personnel and municipal plans through education and advisory services.

Kodi Thruston is a financial advisor with Amplify Financial, LLC in Scottsdale, AZ, holding a Series 65 credential and six years of industry experience. His career includes roles at Ashton Thomas Private Wealth and Ashton Thomas Securities, and he is also involved with Amplify Technology, LLC. Outside of advisory work, he founded a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and operational support through a platform model that includes independent third-party managers and sub-advisory services.

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.