Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of advisory roles, he is the Managing Member of Pacific Energy Holdings, a holding company for oil royalties, and a Partner at Evolve Cross Border Partners, LLC, a cross-border tax and financial planning consulting firm. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients, including cross-border planning. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide asset allocation and offers a range of investment options including mutual funds, ETFs, equities, fixed income, options strategies, and alternative investments.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

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 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.

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

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.

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.

Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Kelsey White is a financial advisor with Financial Life Planners in Tempe, AZ, holding a Series 65 designation. She has been with the firm since 2024 and previously worked in veterinary-related roles and community college administration. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm manages approximately $208 million in discretionary assets across about 298 client relationships, using a combination of fundamental and technical analysis to create customized, tax-efficient portfolios.