Jordan Andrews is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 designation and has worked at Galloway Asset Management, LLC since 2015. Andrews is also a financial advisor representative at Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, focusing specifically on public safety personnel and municipal plans through targeted financial education and 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.

Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cooper Financial Investments since 2017 and previously at Horter Investment Management, LLC. In addition to his advisory work, Cooper assists an estate planning firm with trusts and wills through a separate business activity. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers, offering financial planning, and conducting educational seminars. The firm does not directly manage client accounts but facilitates onboarding, ongoing service, and non-discretionary recommendations.

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Shane Knoll is a financial advisor with Public Safety Financial/Galloway, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Modern Wealth Management, Purshe Kaplan Sterling Investments, and Galloway Asset Management. Outside of advising, he is a stylist consultant for Color Street, selling nail polish. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management through model portfolios. The firm specializes in financial education and advisory services for public safety personnel and municipal plans.

Steven Knous is a PFS™ credentialed financial advisor at Flagstone Financial Advisors, Inc. in Scottsdale, AZ, with 26 years of industry experience. He has been with Flagstone since 1999. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and offers customized portfolios using no-load mutual funds, ETFs, and equities, with a client-driven investment approach that includes regular account monitoring and formal reviews.

Magdalena Eberhardt is a financial advisor at Public Safety Financial/Galloway with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Galloway Asset Management LLC, Purshe Kaplan Sterling Investments, Modern Wealth Management LLC, and Mutual Securities, Inc. She serves as a board member for the City of Phoenix Firefighter Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered adviser serving 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 focus on public safety personnel and municipal plans through financial education and advisory services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Galloway Asset Management, LLC since 2014 and at Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, providing discretionary portfolio management based on model portfolios and third-party research. The firm focuses on public safety personnel and municipal plans, delivering financial education and advisory services tailored to these groups.

Adriana Mange is a financial advisor with AlphaTrust Advisors in Phoenix, AZ, holding Series 66 and Series 63 licenses and nine years of industry experience. Her career includes roles at Cambridge Investment Research Advisors and Wells Fargo Bank. She is also involved with Alpha Trust Tax Services as a CPA and with Alpha Trust Insurance Services as an independent insurance agent. AlphaTrust Advisors provides investment advisory and wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model portfolios utilizing ETFs, stocks, bonds, and mutual funds, supplementing its investment process with fundamental, technical, quantitative, and artificial intelligence analyses.

Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James Financial Services and his own firms, Stoddard Investment Group and Stoddard Wealth Management. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses customized portfolios combining equities, fixed income, ETFs, mutual funds, structured products, and alternative investments, employing various analytical approaches and primarily delivering services through third-party wrap-fee platforms.

Dillon Kazemi is a financial advisor with Modern Wealth LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Terra Wealth Management and Thompson Financial Group, and is a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Additionally, he serves as a consultant for a family-owned rental business, providing strategic and financial guidance. Modern Wealth LLC offers advisory services to individuals, entrepreneurs, and small businesses, combining Modern Portfolio Theory with fundamental analysis and a long-term trading strategy. The firm uses technology for client monitoring and integrates affiliated insurance and bookkeeping services into its financial planning and portfolio management.

Jonathan Bradley is a financial advisor with Demeter Tactical Investments Corp. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, he worked at MSH Capital Advisors LLC, M.S. Howells & CO, Charles Schwab & Co., Inc., and Edward Jones LLP. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent registered investment advisers and their clients, offering model portfolio implementation, performance reporting, and administrative support. The firm employs a data-driven, tactical asset-allocation approach using proprietary algorithms and manages both advisory client accounts and pooled private funds.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway with five years of industry experience. He holds the Series 66 designation and has previously worked at Martinsen Wealth Management, Morgan Stanley, Modern Wealth Management, Lyft, First Command, JPMorgan Chase, and Freedom Debt Relief. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management and participant-level services tailored to clients’ objectives and risk tolerance.

William Paskel is a financial advisor at Omni Investment Solutions LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank for 24 years. Outside of advising, he is the president and founder of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm that provides portfolio management and hourly financial planning primarily through co-advisor relationships with third-party money managers. The firm focuses on third-party model portfolios and serves individual clients with quarterly account reviews and flexible financial plan updates.

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

Brian Jutting II is a CFP® certified financial advisor with 12 years of industry experience. He is currently with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans.