Christopher Hoerchler is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona. He holds a Series 66 designation and has 19 years of industry experience. His work history includes multiple roles at Galloway Asset Management, LLC, spanning from 2014 to the present, as well as a position with Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm focuses on providing discretionary portfolio management and participant-level services, with a particular emphasis on financial education and advisory services for public safety personnel and municipal plans.

Parker Evans is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and one year of industry experience. Prior to joining Iliad, he held roles at Pablo Olavide University, Northern Arizona University, and Deer Valley Unified School District. 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 employs a blended investment approach combining buy-and-hold allocations with tactical active strategies, tailoring portfolios using detailed client interviews and risk assessment tools.

James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.

Erin O'Shea is a financial advisor at 17 Capital Partners, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining 17 Capital Partners, Erin worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also held roles outside the financial industry, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and quantitative analysis, along with a variety of portfolio strategies such as long- and short-term trading, options, and allocations to multiple asset classes.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Matthew Masin is a CFP® professional with nine years of industry experience. He is currently an advisor at Strategic Wealth Advisors, LLC, where he has worked since 2021, and previously worked at The Vanguard Group, Inc. from 2017 to 2021. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm uses a combination of analytical methods to implement portfolios and conducts ongoing account reviews, offering services that include separate account management and evaluation of non-traditional investments.

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

Casey Johnston is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 credential and possessing 11 years of industry experience. Prior to his advisory roles, he worked for Chandler Fire, Health, and Medical for 20 years. Johnston is also an owner of a payroll administration business. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on public safety personnel and municipal plans. The firm provides discretionary portfolio management based on model portfolios and third-party research, alongside participant-level services such as enrollment assistance and investment advice.

Brandon Scott is a financial advisor at 3Roots Wealth Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bradley Wealth Management and Orion Advisor Services. 3Roots Wealth Partners is a registered investment adviser offering discretionary investment management and financial planning services to individuals and businesses, including pension and profit-sharing plans. The firm utilizes a range of investment strategies such as modern portfolio theory, direct indexing, tax-loss harvesting, and quantitative risk modeling, managing client portfolios on a discretionary basis.

Cale Doda is a CFP® with four years of industry experience currently advising at Public Safety Financial/Galloway. His career includes positions at Modern Wealth Management, UBS Financial Services, and The Vanguard Group. Outside of advisory work, he is a co-owner of Brassica Transportation Services LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing particularly on public safety personnel through tailored discretionary portfolio management and financial education services.

Gina Wight is a financial advisor with Financial Life Planners in Tempe, AZ, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Waddell & Reed. She is also licensed as an insurance producer. Financial Life Planners is an independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a tactically monitored, customized portfolio approach using primarily low-cost mutual funds, ETFs, and individual securities, while emphasizing tax efficiency.

Rachael Hodyno is a financial advisor at Scottsdale Wealth Planning, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Scottsdale Wealth Planning since 2016. Scottsdale Wealth Planning primarily serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement-account advice. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios using individual securities, mutual funds, ETFs, and specialized instruments as appropriate.

Erik Anderson is a financial advisor at J.H. Darbie & Co., Inc. in Phoenix, AZ, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.H. Darbie & Co. and Saro Partners since 2017. Outside of his advisory role, he provides compliance consulting services, including both investment-related and non-investment-related consulting. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities, employing a combination of cyclical, fundamental, and technical analysis within value-oriented, tactical, and strategic asset allocation frameworks. The firm also participates in third-party adviser programs and sponsors a wrap fee program.

Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.

Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.

Jonel Tomines is a CFP® professional with six years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. His prior experience includes roles at Origin Financial, Mariner Wealth Advisors, and Ep Wealth Advisors. 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, investment consultation, and annuity planning. The firm combines passive investment management with fundamental analysis and integrates accounting and tax-preparation services alongside its advisory platform.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with a Series 65 credential and two years of industry experience. He has worked at BrightGuide Investment Advisors, AE Wealth Management, and Maximum Senior Benefits, among other positions. BrightGuide Investment Advisors, LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to guide investment decisions. The firm offers tailored model allocations across various asset classes and maintains an affiliation with an insurance agency.

Marcus Johnson is a CFP® with 15 years of industry experience, currently serving as Vice President of Investments and advisor at Johnson Financial Advisors in Tempe, AZ. He previously worked at Securities America, Inc and has been with Johnson Financial Advisors in various roles since 2012. Outside of his advisory duties, he is also involved as a licensed insurance broker, focusing on life insurance sales. Johnson Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm generally favors a long-term, tactical asset allocation approach using mutual funds, ETFs, and cash equivalents while managing roughly $301 million across nearly 300 clients.

Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Securian Financial Services, Inc., C.R.I. Securities, Inc., and Black Gould. Outside of advisory work, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and holds nonprofit board and committee positions with Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers customized portfolios utilizing ETFs, mutual funds, equities, fixed income, and selectively uses options, private funds, and independent managers, combining ongoing client communication with technology platforms for portfolio monitoring.