Brent Carman is a financial advisor at Capital Wealth Alliance, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kingswood Capital Partners and Raymond James Financial Services Advisors. Outside of advisory work, he is involved in a referral business for estate planning software and is a partner and agent at Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning services. The firm employs a range of investment strategies and uses a third-party platform to manage held-away participant accounts.

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.

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.

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.

Matthew Miller is a CFA® charterholder and the sole advisor at Elevate Investment Management, LLC in Scottsdale, AZ. He has over two decades of experience with Northern Trust before founding Elevate Investment Management in 2025. Elevate Investment Management serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm utilizes fundamental analysis and modern portfolio theory to build long-term portfolios and incorporates options strategies alongside traditional asset classes.

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.

David Feiler is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Westmark Wealth Management since 2013 and also maintains a role at Next Financial Group Inc. Outside of his advisory work, Feiler serves as chairman of the board for 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 focuses on recommending third-party money managers, providing ongoing oversight, and delivering non-discretionary consulting services, including alternative investments and retirement plan consulting.

Omar Bassal is a CFA® charterholder affiliated with 2201 Capital, LLC in Scottsdale, AZ. He began his career in the financial industry in 2020 at Shukr Investments and has been with 2201 Capital since 2026. Bassal has a total of over a decade of experience including a prior role at Masic from 2011 to 2020. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base consisting of individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs multiple analytical methods and trading strategies tailored to client objectives, maintains fiduciary standards, and conducts regular portfolio reviews and reporting.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

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.

Louis Di Muro is a financial advisor at Iron River Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and also operates a single-member CPA firm providing tax preparation services alongside a separate LLC offering life insurance and annuity sales. Louis has been with Iron River Capital since 2022. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, financial and estate planning, and account monitoring. The firm acts as a fiduciary, typically providing discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, and annuities.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.

Bruce Read is a financial advisor at Comprehensive Physicians Retirement Investing with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Nationstar Mortgage and South University. 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 cash strategy and manages nearly 200 client accounts through a small, two-advisor team.

Zachary Lytle is a financial advisor with Wiser Advisor Group in Phoenix, AZ. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Wiser Advisor Group, he worked at RBC Capital Markets, LLC and Great Point Capital, LLC. He is also an active owner of Wiser Venture, LLC, a business engaged in investment banking activities. Wiser Advisor Group is an SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an investment process that integrates multiple analytical approaches and employs both long- and short-term strategies.

Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Weinstein has held various roles including co-owner of The Cortez Inn LLC and managing member of Bull Canyon Ranch. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by providing discretionary asset management, modular financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers sub-advisory relationships with third-party money managers and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Christopher Toward is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 credentials. He has nine years of industry experience, including a nine-year tenure at The Vanguard Group, Inc., and prior roles as a self-employed advisor and contractor. Outside of financial advising, he is the owner and CEO of GoodPoints, LLC, a volunteer development business. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm employs a mix of long-term strategies and tactical tools such as options and structured notes, integrating financial planning, ERISA plan services, and third-party management within its investment process.

Patricia Lloyd is a CFP® with 20 years of industry experience and is currently affiliated with Ardent Wealth Management and Lifeworks Advisors, LLC. She has held roles at LPL Financial and has been involved with Ardent Wealth Management since 2013. Outside of advisory services, Patricia serves as president of External Executive Team, LLC, a non-investment business. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and charitable organizations. The firm employs a planning-based framework combined with risk-based allocation, utilizing multiple model strategies and a mix of securities, and offers specialized retirement plan consulting and ERISA 3(21) oversight.

Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.