Joseph Police is a financial advisor at Red Night Capital LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Spiegelman Wealth, Frey Financial, and Tek Systems. Outside of advising, he is a partner in a landscape architecture and water management business. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a range of investment techniques, including an Advanced Derivatives Overlay strategy, and manages both discretionary and non-discretionary assets.

Gregory Bradstreet is a financial advisor at Farnam Financial with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Private Client Invest Advisory, Inc., and Charles Schwab. He also serves as a faculty member at Grand Canyon University. Farnam Financial serves individual clients, including high-net-worth households, and provides advisory services to employer retirement plans and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis and integrates ongoing financial planning with investment management.

Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.

Armando Roman is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors, LLC. Chavez is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management is a fee-based registered investment adviser that provides discretionary asset management, financial planning, sub-advisory services, 401(k) consulting, and ERISA plan support to individuals and small businesses. The firm employs a variety of analysis methods and strategies, including the use of derivatives and options, and operates with a small advisory team.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Charles Luong is a financial advisor with Endeavor Advisors LLC in Phoenix, AZ, holding a Series 65 credential and eight years of industry experience. He has worked at Endeavor Advisors since 2020 and previously held roles at LifeTyme Financial Advisors and World Financial Group. Luong serves as a board member of the Vietnamese Community Assistance Foundation. 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 typically follows a long-term, Modern Portfolio Theory-informed approach and offers periodic educational seminars and estate planning support.

Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes time at Charles Schwab and Zenith Bank & Trust. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, family office services, and retirement plan consulting. The firm uses a tailored investment approach with a mix of securities, ETFs, alternatives, and third-party managers, supported by technical and cyclical analysis, and benefits from a formal affiliation with a banking and trust company that enables trustee and bill-payment services.

Parker Foltz is a financial advisor at Zenith Wealth Advisors with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked for Bank of America and Merrill for ten years. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, family office services, and retirement plan consulting. The firm offers tailored discretionary portfolios using a range of investment strategies and maintains a formal affiliation with a banking and trust company to provide trustee and bill-payment services.

Reese Hinton is a CFP® professional with eight years of industry experience, currently serving at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, Integrated Wealth LLC, REDW Wealth LLC, and Phoenician Wealth Management. Madrid Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes personalized asset allocation and risk profiling, utilizing a blend of passive and active strategies, and integrates tax services and educational offerings within its coordinated service model.

Taylor Roncancio is a financial advisor with Quantumvest, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Quantumvest since 2014. Outside of advisory work, Roncancio is involved in e-commerce through part ownership of a company selling baby products and an online trading course business. Quantumvest serves individual and high-net-worth clients, trusts, estates, retirement plans, and small businesses, offering discretionary portfolio management, retirement plan consulting, and wealth-planning services. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions.

Blake Bottle is a ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.

Brendan Turelli is a financial advisor with 9 years of industry experience, currently affiliated with 345 Investment Advisory, LLC. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is involved in an outside insurance business. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services primarily to institutional clients such as trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm uses proprietary and third-party model portfolios, incorporates a range of investment strategies, and employs platform and sub-adviser arrangements to support its operations.

Robert Wong is a financial advisor at Capital Wealth Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial. Wong is also a partner and managing member of related business entities, including Capital Wealth Holdings LLC. Capital Wealth Alliance serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and participant account management. The firm employs firm-developed model portfolios and may use sub-advisers, managing portfolios with a range of investment strategies and tools.

Brandon Klippel is a financial advisor with Vista Cima Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing, and Cima Capital Wealth Management. Outside of financial advising, he is involved in coaching professionals and co-authoring books through his work with Mindset Leadership Group LLC and Mindset Positioning. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals and pension/profit-sharing plans, managing approximately $142 million in client assets. The firm combines multiple investment methodologies to serve about 266 clients and operates with three advisors.

Brian Rellihan is a CFP® professional with 22 years of industry experience, currently serving at Wise Wealth Partners, LLC since 2020. He previously worked at TIAA-CREF for seven years and holds adjunct professor duties teaching finance at Grand Canyon University. Outside of advisory work, he owns and operates Wise Tax Partners, focusing on income tax preparation. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach with multiple analysis methods and asset-allocation strategies, sponsoring its own wrap-fee program and offering broad investment options continuously monitored and rebalanced.

Colby Hatch is a financial advisor with Leges Wealth Management LLC in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera and related entities. Outside of advisory work, he serves as a marketing consultant for American Outdoors, a cooler brand. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering tailored consulting and portfolio supervision.

Tina Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at CorePath Wealth Partners LLC. Her prior experience includes roles at Stratos Wealth Partners, Sentinel Advisory Group, and Custer Financial Services. Outside of her advisory work, she is involved in pet sitting and dog walking through Rover. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a fiduciary approach combining in-house portfolio construction and third-party platforms, emphasizing ongoing personal contact and structured educational programs such as its iStartFirst Financial subscription platform for women.

Les Nesmith is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, holding a Series 65 designation and bringing 23 years of industry experience. He has been associated with CPA Advisory Services since 2002 and has provided accounting and CPA services through his own practice since 1983, allocating approximately 10% of his time to these activities. CPA Advisory Services, P.C. serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting. The firm integrates discretionary asset management with written plans and employs a multi-faceted investment process including the use of margin borrowing and derivatives, supported by CPA principals who also provide tax and accounting services.

William Hill is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aim Capital in Scottsdale, AZ. He has been with Aim Capital since 2012 and is also associated with LPL Financial since 2010. Outside of his advisory work, Hill is a business owner in the agriculture sector, managing land that produces hay for livestock. Aim Capital provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across 236 client relationships. The firm offers tailored portfolio management with discretionary and non-discretionary options, using a variety of securities and strategies, and sponsors a wrap fee program through LPL Financial’s Strategic Wealth Management platform.