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.

Phillip Wiltfong is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently an advisor at Buttonwood Capital Management and LPL Financial LLC, both positions he has held since 2023. Prior to this, he worked at STOA and FactSet. 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 uses a combination of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides both discretionary and non-discretionary services.

Mark Johnson is a CFP® with 42 years of industry experience, currently serving as an advisor at Fountain Financial Group, Inc. since 2003. He also holds leadership roles in Fountain Professional Group, Inc. and Yellowstone Trust Administration, Inc., where he provides estate planning consulting, insurance services, and tax and accounting support for charitable trust clients. Fountain Financial Group manages approximately $38.1 million in assets and serves individuals, charitable organizations, and financial professionals. The firm employs a combination of fundamental and charting analysis in its discretionary investment strategies and is noted for offering educational instruction and model allocation guidance to other advisors.

Adam Oliver is a financial advisor at Stone Island Financial Planning in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Byline Bank, Northern Trust, and four years each at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and investment management services. The firm manages approximately $137 million for about 150 clients, employing a range of strategies including discretionary portfolio management with equities, fixed income, mutual funds, ETFs, and derivatives.

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.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 credential and previously worked at Microsoft and McKesson. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management using Modern Portfolio Theory and offers ongoing planning and investment management with a focus on tax efficiency and long-term allocation.

Nicholas Winters is a CFP® professional with seven years of industry experience, currently serving at Winters Financial Group, Inc. He has previously worked at The Vanguard Group, Inc. and Foresters Financial. In addition to his advisory role, he is an independent insurance agent assisting clients with life, disability income, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm primarily offers non-discretionary portfolio management and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities while emphasizing client approval before transactions.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

Andrea Alley is a CFP® and holds a Series 65 license with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway in Mesa, AZ, where she has worked since 2019. Andrea has previously worked at Modern Wealth Management, LLC, and has a long tenure with Galloway Asset Management, LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management and participant-level services. The firm emphasizes support for public safety personnel and municipal plans through financial education, customized investment solutions, and regular client communication.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC 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 variety 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.

Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Angela Valentine is a financial advisor at Unique Investment Advisors, LLC in Phoenix, AZ, holding a Series 65 designation with 14 years of industry experience. She has worked with multiple firms, including LifeTyme Financial Group and Allstar Financial Group, and maintains roles in Unique Business Planning, LLC and Sonoran Sky 1103 LLC. Unique Investment Advisors acts as a co-advisor on a third-party platform, providing ERISA 3(21) advisory services and hosting public seminars. The firm uses a fund-of-funds approach focused on asset allocation and periodic rebalancing, supporting clients through onboarding and ongoing reviews rather than discretionary trading.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.

Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and Premier Southwest Planning Group. He serves as a board member for Child's Wish Ministry, a nonprofit organization. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning to individuals, business entities, and retirement plans. The firm manages approximately $52 million in assets using fundamental, technical, and cyclical analysis, with an actively managed Tactical Sector Rotation strategy and offers both ongoing portfolio management and modular planning engagements.

Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Anthony Parra is a Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.