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.

Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.

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.

Jenna Biancavilla is a financial advisor with 16 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds a Series 66 designation and has worked at 17 Capital Partners since 2016. In addition to her advisory role, Biancavilla is a licensed mortgage loan originator and producing branch manager at Geneva Financial and owns Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining charting, fundamental, technical, cyclical, and quantitative analysis with an allocation framework based on Modern Portfolio Theory.

Mark Lewis is a ChFC® with four years of industry experience. He has worked at Sunlight Peaks Financial Partners since 2021 and previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners serves a small, family-oriented client base, primarily accredited or qualified investors with at least $1 million in investable assets. The firm provides investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model that emphasizes buy-and-hold strategic asset allocation and documented due diligence for private funds.

Jacob Hall is a financial advisor at 3Roots Wealth Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bradley Wealth Management LLC and Mutual of Omaha. 3Roots Wealth Partners provides discretionary investment management and financial planning services to individuals, pension plans, and profit-sharing plans. The firm employs modern portfolio theory combined with fundamental, technical, cyclical, and charting analyses, using strategies such as direct indexing, tax-loss harvesting, and factor tilts.

Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as legal experience at Stone Canyon Law Plc and Bluestein Attorneys. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension plans. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers client education and advisor-supervised estate planning, distinguishing it from peers.

Philip Johnson is a CFP® with 48 years of experience in the financial services industry. He is the president of Johnson Financial Advisors in Tempe, AZ, where he has worked since 1981 following a long tenure at Securities America, Inc. Outside of advisory work, he owns and manages commercial and residential real estate through separate entities. 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 primarily uses mutual funds, ETFs, and cash equivalents in portfolios and offers ongoing oversight and written financial plans.

Christopher Carracedo is a CFP® credentialed financial advisor with 12 years of experience, currently with Envision Retirement LLC. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of advisory work, he is an independent insurance agent and has served as a financial counselor to military families. Envision Retirement LLC serves individual clients, including high-net-worth individuals, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and pension consulting. The firm emphasizes strategic asset allocation using diversified portfolios of no-load mutual funds and ETFs, along with tax-efficient management techniques for non-custodied accounts.

Elizabeth Ottersberg is a financial advisor at Process Design Capital Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Process Design Capital Management since 2014. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a range of analytical methods and offers ERISA retirement plan services, including both advisory and full investment management roles.

Alexander Cohen is a financial advisor at 3Roots Wealth Partners LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining 3Roots Wealth Partners in 2025, Cohen worked at Bradley Wealth Management, LLC for five years. 3Roots Wealth Partners offers discretionary investment management and financial planning services for individuals and businesses, including management of held-away retirement accounts using the fintech platform Pontera. The firm employs a multi-faceted investment approach incorporating modern portfolio theory, direct indexing strategies, tax-loss harvesting, quantitative portfolio optimization, and ongoing supervisory rebalancing.

Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Edward Jones. Sikorski Wealth Management provides portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis, combined with various asset-allocation strategies and periodic rebalancing.

James Dabbs is a financial advisor at Envision Retirement LLC with 40 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and founding Desert Horizons Financial, where he remains active. He is also a licensed real estate agent and has worked as an independent insurance agent. Envision Retirement LLC manages discretionary assets for individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a strategic asset allocation approach, primarily investing in no-load mutual funds and ETFs, and provides comprehensive financial planning and pension consulting services.

Kevin Churchill is a CFP® and CFA® with 12 years of industry experience. He is currently with Forefront and has held roles at firms including WaterRock Global Asset Management, First Western Trust, and US Bank. Outside of his advisory work, he serves on the advisory board of Orion First Financial and is a co-owner of a drip bar franchise through HI Revitalize Inc. Forefront provides investment management and financial planning to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management and comprehensive planning services across retirement, estate, tax, and special-needs topics. The firm develops individualized investment policies and utilizes third-party managers while maintaining multiple affiliated businesses and a formal Special Needs Planning service.

Michael Galloway is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at Galloway Asset Management, LLC, and Purshe Kaplan Sterling Investments, among other firms. Galloway is also the president of MCTLR Inc., a family LLC, and serves as CEO of Public Safety Financial Insurance, an agency focusing on insurance products for public safety personnel. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management through model portfolios and third-party research, with a specific emphasis on public safety personnel and municipal plans, and offers financial education and advisory services tailored to these clients.

Jonathan Bird is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Farnam Financial since 2019 and previously spent three years with Schwab Private Client Investment Advisory, Inc. Bird is based in Phoenix, AZ, and holds Series 63 and Series 66 licenses. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, retirement plan consultation, and RIA consulting. The firm emphasizes fundamental analysis and passive investment strategies, offers a wrap fee program, and provides educational content including a public "Retirement Makeover" video series.

Keith Mahan is a CFP® with 33 years of industry experience, currently serving as an advisor at StoneCrest Wealth Management, Inc. He has previously worked at Lincoln Investment and Capital Analysts, Incorporated. Outside of his advisory roles, he is president of KCASHMAN 118 KYRENE LLC, a real estate management entity. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management primarily using mutual funds and ETFs.

Grant Kamin is a financial advisor at Dynic Wealth Management LLC in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James Financial Services, and Continuum Wealth Management. Outside of his advisory role, he is the owner of TC Ticket Experience, Inc., where he focuses on vision, delegation, and strategy. Dynic Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment approach, incorporating a range of securities and tailored asset allocation based on client objectives.

Delmar Blackhorse is a financial advisor at Mette Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tallsalt Advisors since 2015. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios designed to manage downside risk, and it operates with a modest number of client relationships relative to its assets under management.

Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bull Harbor Capital, Pacific Advisors, and Westpac Wealth Partners. Outside of advising, Winters has experience with True Shot Ammo and has engaged in work related to business coaching and nonprofit leadership. Beacon Freedom Advisory, LLC serves individuals, high-net-worth clients, and charitable organizations by offering co-advisory investment management through Matson Money along with financial planning and retirement consulting. The firm primarily uses Matson Money’s proprietary asset-allocation models and applies modern portfolio theory, focusing on tailored client portfolios within this platform.