Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent nine years at Select Medical Corporation and five years at Banner Health. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm uses an investment approach based on Modern Portfolio Theory tailored to client risk tolerance and goals, employing mutual funds, ETFs, individual equities, and option strategies.

Enpo Tu is a CFP® professional with 10 years of industry experience and currently serves as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of advising, Enpo volunteers on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers posted on his personal platforms. My Financial Coach Planning, LLC provides financial coaching and planning primarily through its online platform to employees and individuals via employer arrangements and memberships. The firm focuses on financial wellness education and planning rather than discretionary asset management, operating with a membership and employer-fee business model.

Robert Smith is a financial advisor at Integrated Financial Solutions, PLLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SilverTree Special Needs Planning since 2014 and Voya Financial Advisors from 2014 to 2019. Smith is involved in nonprofit work related to special needs education and advocacy and serves as president of the board for Academic Opportunity of Arizona. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and it has a notable focus on retirement-plan fiduciary services, including ERISA 3(21) advice and 3(38) plan management.

Michael Smith is a CFP® with 26 years of experience at ProFocus Incorporated in Phoenix, AZ, where he has worked since 1995. He holds the Series 63 designation and serves as a principal at ProFocus. Outside of his advisory role, he is involved as a majority owner in several business entities. ProFocus serves individual clients, including high-net-worth households, pension plans, and business entities by providing fee-based investment advisory, financial planning, and business management consulting. The firm employs a tactical allocation strategy with fundamental analysis and offers unique services such as commercial real estate syndication and flat-fee business-management solutions.

Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.

Drew Griffith is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 designation and 11 years of industry experience. He has been associated with Galloway Asset Management since 2015 and with Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel and municipal plans. The firm provides discretionary portfolio management using model portfolios and third-party research, along with participant-level services and financial education tailored to its specialized client base.

Kathleen Barrett is a Series 65 licensed advisor with Meredith Dekker Financial Services, LLC, where she has worked since 2023. She has over two years of industry experience and also operates Barrett Bookkeeping and Tax LLC, providing bookkeeping and sales tax services. Barrett has held roles at Silver Oak Securities, Inc. and Meredith Dekker Financial Services in various capacities since 2018. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative and technical methods in its planning, and integrates insurance, tax preparation, and accounting services into its offerings.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northern Trust and several wealth management firms. Outside of his advisory work, he serves as an ambassador for a blockchain technology provider. WealthX Advisors is a state-registered investment advisory firm offering portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse investment approach that includes traditional and alternative assets, such as venture capital and cryptocurrency, with a focus on aligning strategies to client risk profiles.

Richard Spadaro is a financial advisor at WLTH Capital Management, LLC in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses with one year of industry experience. Prior to joining WLTH Capital, he worked at Intel Corporation for ten years. WLTH Capital Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a fundamental, generally long-term investment approach with portfolios typically constructed from mutual funds and ETFs and is notable for managing over $200 million in client assets while offering specialized services such as acting as a 3(38) fiduciary for retirement plans.

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.

Jaron Turley is a CFP®-certified financial advisor with five years of industry experience, currently with GBG Wealth Management LLC. His prior experience includes roles at Fullerton Financial Planning, Morgan Stanley, and Raymond James Financial Services. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and other businesses. The firm employs a consultative process with various implementation options, including model-based strategies and tax-managed overlays, supported by a network of affiliated firms offering investment management and tax services.

Tyler Allen is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked at Galloway Asset Management and Modern Wealth Management, LLC. In addition to his advisory role, Allen has been a 911 supervisor with the Phoenix Police Department since 2008 and occasionally designs construction drawings for residential remodel and new home projects. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management alongside participant-level services and financial education.

Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.

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.

Chase Deters is a financial advisor at Prospera Capital Management, LLC with 20 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at The Vanguard Group and Raffa Wealth Management. Outside of advisory work, he is involved in rental property investment. Prospera Capital Management serves individuals, trusts, pension plans, and business entities with discretionary asset management and financial planning. The firm constructs individualized portfolios using fundamental, quantitative, and qualitative analyses and offers a range of planning services including retirement, estate, and business-oriented financial planning.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Cornelius Van Zutphen is a CFP®, CFA®, and Series 65-licensed financial advisor with 19 years of industry experience. He has been with Intrinsic Wealth Counsel, Inc. since 2012. Intrinsic Wealth Counsel, Inc. provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm employs a value-oriented, diversified investment approach tailored to clients’ life plans and tax considerations, managing approximately $287 million in assets across about 210 client relationships.

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.

Christopher Hoerchler is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona. He holds a Series 66 designation and has 19 years of industry experience. His work history includes multiple roles at Galloway Asset Management, LLC, spanning from 2014 to the present, as well as a position with Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm focuses on providing discretionary portfolio management and participant-level services, with a particular emphasis on financial education and advisory services for public safety personnel and municipal plans.