Austin Frazier is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Capital Strategies Group, LLC since 2022 and previously held positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Outside of advisory work, he is also licensed as an insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm manages approximately $103 million in discretionary assets and utilizes a periodic email newsletter as part of its client prospecting efforts.

Philip Nagel is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with Aim Capital since 2012 and is also associated with LPL Financial. The firm, Aim Capital, provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across about 236 client relationships. Aim Capital offers tailored portfolio management using a variety of securities and conducts regular client reviews, operating a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Patricia Druckman is a financial advisor at Envision Capital Management Ltd with 19 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Druckman has been with Envision Capital Management since 2005 and is also a licensed insurance agent providing life and disability insurance services. Envision Capital Management Ltd offers discretionary portfolio management and consulting services to individual and high-net-worth clients, including pension and 401(k) plan consulting. The firm uses a buy-and-hold, dividend-reinvestment investment approach informed by fundamental analysis and manages both separately managed accounts and a private pooled investment vehicle, Talisman Partners LLC.

Jonah Rauguth is a CFP® with seven years of industry experience, currently serving at Immaculate Wealth Management, LLC. He has also worked with Gradient Securities, LLC and Precision Investments Inc. Outside of financial advising, he works as an independent insurance agent and provides grocery delivery services through Instacart. Immaculate Wealth Management, LLC is a fee-based investment adviser managing approximately $141 million for roughly 574 clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning, employing fundamental, technical, and cyclical analysis to tailor investment strategies aligned with client objectives.

John Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Scottsdale Capital Advisors in two separate periods and at Alpine Securities since 2024. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients with brokerage and investment services across a range of securities. The firm uses technical analysis tools in its advisory portfolio management and primarily focuses on broker-dealer activities.

Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.

Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

Timothy Hill is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Krueger Financial and has held positions at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Hill is also involved in fixed insurance sales as part of his business activities. Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning primarily to individual clients, focusing on passive investment management through index mutual funds and ETFs. The firm offers discretionary portfolio management and comprehensive planning services covering retirement, tax, estate, college savings, cash flow, and risk management.

Andrew Victor is a financial advisor at Tactical Tax Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CSI Financial Group, Tactical Tax and Estate Planning, Diversified Financial Advisors, and LPL Financial. Victor is also co-founder and vice president of CSI Financial Group and is involved in insurance marketing and life settlement brokerage through related business activities. Tactical Tax Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm typically employs long-term investment strategies informed by fundamental and technical analysis while integrating financial planning, ERISA plan services, and third-party managers into its process.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Damon Roberts 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. Prior to that, he has been involved with Acute Financial since 2001. Acute Investment Advisory provides 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 manages approximately $200 million across 666 client relationships and employs an ETF-centric investment approach with the use of derivatives and structured products.

Matthew Penkert is a CFP® professional with 23 years of experience, currently serving as the sole advisor at Pro Tax Financial Services, LLC in Mesa, AZ. He has operated at Pro Tax Financial Services since 2003 and also provides tax preparation services. Pro Tax Financial Services offers tax preparation, accounting, financial planning, and investment advisory services primarily to individual clients, occasionally serving trusts, estates, charitable organizations, and business entities. The firm integrates tax and accounting practices with asset management, employing a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. 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 a range 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.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.

Aaron Lannon is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rovin Capital and Heartland Financial. Outside of his advisory role, he serves as an assistant to a seller's agent at Summit Real Estate Professionals in Casa Grande, AZ. 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 uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios through in-depth client interviews and risk assessment tools.