Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm uses fundamental analysis with a long-term focus and employs defined options strategies for eligible accounts, offering both discretionary and non-discretionary advisory services.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Northern Trust, VOYA Financial Advisors, and several smaller firms. Outside of his advisory work, he serves as an ambassador for Optio Oracle Nodes, a company involved in blockchain technology. WealthX Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm incorporates modern portfolio theory alongside various analytical approaches, including allocations to cryptocurrency and private placements, and maintains a distinct operational structure for managing digital assets.

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. 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 tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.

John Hurry is a financial advisor with Scottsdale Capital Advisors Corp, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Alpine Securities Corporation and Scottsdale Capital Advisor in various roles since 2011. Outside of his advisory work, he serves as president of the Hurry Foundation and is involved in several private business ventures, including a smokeless cigarette company. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients. The firm offers portfolio management using model portfolios and tailored strategies primarily based on technical analysis, while maintaining significant broker-dealer operations.

Yogesh Prasad is a CFA® charterholder affiliated with Confluent Asset Management LLC in Scottsdale, AZ, with three years of industry experience. His work history includes roles at PNC Private Bank and Annexus LLC. Confluent Asset Management provides discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting primarily to individuals and small businesses. The firm combines various analytical methods and employs strategies ranging from long-term holdings to active trading, offering tailored portfolio monitoring and investment policy documentation.

Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.

Eric Gomez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and USAA financial services. Additionally, he is the owner and an insurance agent at SG Insurance and Estate Services LLC, where he sells life, disability, and health insurance. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm combines fundamental analysis with a long-term trading approach and offers specialized options strategies alongside comprehensive investment management and planning services.

Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Advisors and operated The Boyle Group, LLC, a holding company related to his previous advisory business. In addition to his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth serves individuals, trusts, estates, pension plans, nonprofits, and corporations, offering discretionary portfolio management, integrated financial planning, and access to direct indexing strategies. The firm employs a mixed analytical investment approach and maintains ongoing discretionary supervision with periodic rebalancing.

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

David Hatfield is a financial advisor at Amplify Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Ashton Thomas Private Wealth, LLC for seven years. He is also involved with Amplify Technology, LLC, an enterprise he has been associated with since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their individual and high-net-worth clients. The firm operates the Amplify Platform, delivering trading, reporting, and back-office support while allowing Platform Members to maintain direct client relationships and set investment objectives.

Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.

Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.

Jennifer Rossi is a ChFC® credentialed advisor with Intelligent Capitalworks in Scottsdale, AZ, and has 1 year of industry experience. She has been with ICW Investment Advisors LLC since 2005. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, along with retirement plan services. The firm constructs tailored portfolios emphasizing dividend growth, capital conservation, and tax control, managing client accounts on a discretionary basis.

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.

Parker Evans is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and one year of industry experience. Prior to joining Iliad, he held roles at Pablo Olavide University, Northern Arizona University, and Deer Valley Unified School District. 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 employs a blended investment approach combining buy-and-hold allocations with tactical active strategies, tailoring portfolios using detailed client interviews and risk assessment tools.

Erin O’Shea is a financial advisor at 17 Capital Partners, LLC with one year of industry experience. Prior to joining 17 Capital Partners, she worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Erin has held roles outside of finance, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, and quantitative analysis within a Modern Portfolio Theory framework.