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 with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Galloway Asset Management LLC, and Modern Wealth Management, LLC. She serves as a board member of the City of Phoenix Firefighter Healthcare Trust, attending quarterly meetings related to plan oversight. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and third-party research, focusing on public safety personnel and municipal plans by providing financial education, training, and advisory services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Modern Wealth Management, Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on discretionary portfolio management using model portfolios and third-party research, with a notable emphasis on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

Adriana Mange is a financial advisor at AlphaTrust Advisors with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cambridge Investment Research and Wells Fargo Bank. Mange is also involved as a CPA and tax preparer with Alpha Trust Tax Services and serves as an independent insurance agent with Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios with ETFs, stocks, bonds, and low-cost mutual funds, supplemented by third-party artificial intelligence tools for research and risk monitoring, and maintains formal affiliations with accounting, tax, and insurance practices.

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.

Jeffrey Myers is a financial advisor with Long Island Wealth Management, Inc. in Scottsdale, AZ. He holds the CFP® designation and a Series 63 license, with five years of industry experience. Prior to his current role, he worked at CAPTrust and Compass Advisory Group LLC. Long Island Wealth Management provides fee-based investment advisory and financial planning services to individuals, families, trusts, estates, and charitable organizations. The firm manages discretionary portfolios emphasizing customized asset allocation and implements investments across mutual funds, ETFs, individual securities, and fixed income, while also offering retirement counseling and ongoing advisory services.

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.

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 in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002, focusing on firm management and tax/accounting services. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients. The firm employs a CFP-aligned planning process and coordinates with third-party platforms and other professionals to implement investment strategies and deliver educational seminars.

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 Series 66 credentials and five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, and First Command, as well as work outside the financial sector at Lyft. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through distinct model portfolios and provides financial education and advisory services specifically tailored for public safety personnel and municipal plans.

William Paskel is a Series 65-licensed financial advisor with Omni Investment Solutions LLC, based in Mesa, AZ, and has two years of industry experience. He previously worked at Wells Fargo Bank for 24 years and currently holds roles at Guaranty Retirement Solutions LLC and Allstate Insurance. Outside of finance, he is the founder and president of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm serving individual clients through a co-advisor relationship with a third-party money manager. The firm provides financial planning and portfolio management by implementing model portfolios aligned with clients’ risk tolerances.

Jorgen Goodman is a financial advisor at GBG Wealth Management LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GBG Wealth Management, his background includes roles at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm uses a consultative process to develop client objectives and implements portfolios through direct management or third-party allocations, offering a variety of model-based strategies and educational workshops.

Brian Jutting II is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm provides discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, offering education and advisory services tailored to these groups.

Nicholas Winters is a CFP® with eight years of experience in financial advising, currently with Winters Financial Group, Inc. in Phoenix, AZ. His prior work includes roles at The Vanguard Group, Inc. and Foresters Financial. He also works as an independent insurance agent, assisting clients with life, disability, 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 employs a non-discretionary management approach, offering portfolio management, standalone financial planning, and retirement plan consulting using a range of instruments including mutual funds, ETFs, and individual equities.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.

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® with 14 years of industry experience, currently affiliated with Public Safety Financial/Galloway in Mesa, AZ. She has worked extensively with Galloway Asset Management since 2007, including her current role at Modern Wealth Management, LLC. Andrea is the owner of Public Safety Financial, which owns Galloway Asset Management. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm manages discretionary portfolios using model strategies and third-party research, with a focus on public safety personnel and municipal plans, offering financial education and advisory services tailored to these groups.

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.