Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Anthony Parra is a Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. 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 primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 65 and Series 63 designations and three years of industry experience. He has worked at Scottsdale Capital Advisors and Alpine Securities since 2023. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors Corp primarily operates as a full-service broker-dealer providing brokerage and investment services to retail and institutional clients. The firm offers portfolio management using model portfolios or tailored recommendations, employing technical analysis tools, and may recommend third-party sub-advisers in some cases.

Ryan Janus is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Janus Financial in Scottsdale, AZ, and has prior experience with NEXT Financial Group and several other firms. Outside of advisory services, he manages Janus Media LLC, which produces financial literacy and investing education content. Janus Financial provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to build portfolios with a variety of instruments, and offers flexible financial planning engagements.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

Adrian Schultz is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and eight years of industry experience. His background includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach involves personalized asset allocation, fundamental analysis, and strategic diversification across various asset classes, incorporating both third-party managers and digital platforms.

Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.

Kristian Fisher is a CFP® with 24 years of experience in financial advisory. He has been with Kachkovsky & Fisher, Inc. since 2001 and also has involvement in a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, primarily individual investors including high-net-worth households, as well as businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios mainly using low-cost mutual funds and ETFs, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. 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, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.

Cody Carmichael is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 designation and 13 years of industry experience. He has worked at Galloway Asset Management since 2012 and Modern Wealth Management since 2025. In addition to his advisory role, Carmichael serves as a police detective for the Glendale Police Department, where he investigates criminal activity and apprehends suspects. Public Safety Financial/Galloway is an SEC-registered adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel and municipal plans. The firm offers discretionary portfolio management based on model portfolios and third-party research, alongside participant-level services and financial education tailored to its client base.

Marcos Goodman is a financial advisor at GBG Wealth Management LLC in Mesa, AZ, holding a Series 65 credential with over one year of experience in investment management. He is also a principal at Gallacher, Bosen & Goodman PLLC, a CPA firm providing tax preparation, accounting, and consulting services since 2006. Outside of advisory work, he is involved in plumbing and septic services through Arizona Plumbing Experts LLC. GBG Wealth Management LLC offers discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm uses a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.

Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent nine years at Select Medical Corporation and five years at Banner Health. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm uses an investment approach based on Modern Portfolio Theory tailored to client risk tolerance and goals, employing mutual funds, ETFs, individual equities, and option strategies.