James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 65 and Series 63 designations and three years of industry experience. He has worked at Scottsdale Capital Advisors and Alpine Securities since 2023. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors Corp primarily operates as a full-service broker-dealer providing brokerage and investment services to retail and institutional clients. The firm offers portfolio management using model portfolios or tailored recommendations, employing technical analysis tools, and may recommend third-party sub-advisers in some cases.

Ryan Janus is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Janus Financial in Scottsdale, AZ, and has prior experience with NEXT Financial Group and several other firms. Outside of advisory services, he manages Janus Media LLC, which produces financial literacy and investing education content. Janus Financial provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to build portfolios with a variety of instruments, and offers flexible financial planning engagements.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Harold Walpole is a financial advisor with Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has worked at several firms including WFG Advisors, LP and Clarus Wealth Advisors, LLC, and has operated Walpole Wealth Advisors, LLC since 2008, where he also engages in teaching and writing on technical market analysis. Outside of finance, he serves as Secretary for It's Your Health, PC. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and other financial professionals. The firm customizes portfolios based on client objectives and risk tolerances, utilizing both fundamental and charting analysis, and offers educational seminars and training for industry professionals.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

Adrian Schultz is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and eight years of industry experience. His background includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach involves personalized asset allocation, fundamental analysis, and strategic diversification across various asset classes, incorporating both third-party managers and digital platforms.

Caleb Huftalin is a CFP® professional with 14 years of industry experience. He is currently with Ridgeline Private Wealth and has previously worked at Catalyst Wealth Management and Kalos Management. Ridgeline Private Wealth is an SEC-registered advisory firm managing approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and private placement advisory services, utilizing a blend of quantitative, fundamental, technical, cyclical, and economic analysis in its investment approach.

Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.

Kristian Fisher is a CFP® with 24 years of experience in financial advisory. He has been with Kachkovsky & Fisher, Inc. since 2001 and also has involvement in a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, primarily individual investors including high-net-worth households, as well as businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios mainly using low-cost mutual funds and ETFs, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.

Cody Carmichael is a Series 65-credentialed financial advisor with 13 years of industry experience. He is affiliated with Public Safety Financial/Galloway and has worked with Galloway Asset Management, LLC since 2012. Outside of his financial advisory role, Carmichael serves as a police detective with the Glendale Police Department, a position he has held since 2000. Public Safety Financial/Galloway is an SEC-registered adviser specializing in serving public-sector entities, municipal plans, and individual clients, with a particular focus on public safety personnel. The firm offers discretionary portfolio management built on model portfolios and third-party research, along with participant-level services such as enrollment assistance and investment allocation advice.

Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.

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.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.

Alexander Kienle is a CFP® professional with 22 years of experience in financial advisory services. He is a managing member of Casa de Kienle, LLC and AMK Financial, LLC, and has been with Westmark Wealth Management since 2013. Kienle serves as an executive board member and is the 2025 president of Executive Council Charities, a nonprofit organization. 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, focusing on fundamental analysis and long-term investment objectives.

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.