Joseph Gilligan Jr. is a financial advisor at ARQ Wealth Advisors, LLC with 28 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of advising, he holds an ownership interest and management authority in a privately held LLC unrelated to investment activities. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning. The firm employs a comprehensive investment process that integrates asset allocation, fundamental and technical analysis, and derivative strategies, alongside specialized fiduciary services for employer plans.

Lance Lundgren is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has recently begun his career in financial advising, joining WT Wealth Management in 2026. Prior to this, his background includes roles at the National Bank of Arizona, educational positions, and entrepreneurship related to cycling businesses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based investment strategies and provides additional services through affiliated tax, legal, and insurance practices.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

Nurjemal Adams is a financial advisor at Fullerton Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Fullerton Financial Planning, Adams worked at Kingdom Financial Group LLC, Fidelity Investments, The Vanguard Group, Inc., and other firms. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Michael Jukich II is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Strategy Financial Group in 2025, he worked at Cetera Investment Advisers LLC and Cetera Advisor Networks LLC, with earlier experience at FFEC Wealth Partners and Southern New Hampshire University. Before entering finance, he spent 13 years in the restaurant industry. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management, building diversified portfolios with a multi-year time horizon, and distinguishes itself by publishing performance data, conducting educational seminars, and providing complementary tax-preparation services to eligible clients.

Louis Messina is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation and 14 years of industry experience, including roles at Brokers Alliance Inc. He has been with Acrylic Financial since 2026. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.

Carly Denial is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for five years. Outside of finance, she has experience with the Forest Highlands Recreation Department and Northern Arizona University. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, employing a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation.

Donald Peppler is a financial advisor with Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Windsor Capital Management and Peppler Capital Advisors, Inc. since 2008. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to implement customized portfolios and offers model portfolios that include fixed income, ETFs, closed-end funds, and proprietary stock models, along with sub-advisory and co-advisory services for other registered investment advisers.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.

Austin Castillo is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Strategy Financial Group in 2025, he worked at Charles Schwab and Charles Schwab Bank for a combined eight years and also spent time at Fraternity Management Group and the University of Arizona. Strategy Financial Group manages approximately $367 million for over 1,000 clients, serving individuals, pension plans, trusts, and organizations with discretionary investment management and financial consulting. The firm focuses on conservative, income-oriented strategies and risk management through diversified, multi-asset portfolios, and offers educational seminars and other client resources.

Julianne Call is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior work includes roles at United Planners and Charles Schwab, among others. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to client goals and utilizing multiple sub-advisers and model providers.

Daniel Reisbacher is a financial advisor at MSH Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. Outside of his advisory role, he serves on the YMCA Advisory Board in Scottsdale, is a member of the Cave Creek Unified School District Community Council, and owns a woodworking business called The Side Yard. MSH Capital Advisors LLC manages approximately $1.09 billion and serves individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a range of investment strategies tailored to clients’ goals and risk tolerance.

Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Alec Majtenyi is a CFP® professional with 10 years of experience in the financial services industry. He is currently with RMR Wealth Builders, Inc., where he has worked since 2022. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and The Vanguard Group, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Ruben Angulo is a financial advisor at Trajan Wealth, L.L.C. with 11 years of industry experience. He holds a Series 65 registration and has worked at Trajan Wealth since 2018, following roles at Secure Investment Management and JD Mellberg Financial. Outside of his advisory work, Angulo is a licensed insurance agent involved in annuity and insurance sales. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, tailoring its investment process to client objectives through fundamental, technical, and cyclical analysis.

Nikki Polistina is a CFP® with 20 years of industry experience, currently serving at Transce3nd LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stableford Capital LLC, and Charles Schwab. She is involved as Director of Client Relations at Stableford Capital and holds a registered representative position at Realta Equities, Inc. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process supported by various analytical methods and commonly utilizes third-party models and money managers through AE Wealth Management’s platform.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 65 designation and has previously worked at Clear Stream Advisors for 18 years and NextGen ETFs LLC for two years. Brokop is currently in the process of unwinding his ownership role at Clear Stream Advisors and may engage in consulting in the future. FourStar Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and various business entities. The firm employs both fundamental and technical analysis to tailor portfolios across a range of investment vehicles and provides financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.