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.

Marie Burns is a CFP® professional with 25 years of experience in financial advising. She is currently with Wise World Investment Planning and has prior experience at firms including LPL Financial, Sagepoint Financial, Waddell & Reed, Vanguard Advisers, and CliftonLarsonAllen Wealth Advisors. In addition to her advisory work, she is an author of a book on financial organization and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning provides comprehensive financial planning and advisory services to individuals, trusts, and businesses, focusing on tailored strategies through fundamental and technical analysis. The firm emphasizes financial plans and consulting over asset management and utilizes fixed and hourly billing models.

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Scottsdale Capital Advisors and Alpine Securities. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer serving retail and institutional clients, offering a range of brokerage and investment services. The firm provides portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

Francisco Sirvent is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently with Lifestyle Planning, LLC and has a background at Keystone Wealth Partners LLC and Keystone Law Firm & Wealth Partners. Sirvent is also an owner, attorney, and author at Keystone Law Firm, where he provides estate and wealth planning services. Lifestyle Planning, LLC serves individuals, high-net-worth clients, families, and business owners by offering investment advisory, financial planning, and boutique family office services. The firm focuses on non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors, Hansen & Associates Financial Group, and AmeriFirst Financial, Inc. Larsen is also the CEO of Larsen Capital Partners, LLC, a firm that produces and services life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers and model portfolios to implement investment strategies while tailoring portfolios to client objectives and risk tolerances.

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.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with eight years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Ron Blue Trust Company for one year. Intrinsic Value Partners, LLC offers discretionary investment management, financial planning, and limited consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Creg Ostler is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He previously worked for Stoker Ostler, a part of BMO Financial Group, for 16 years before retiring in 2023 and founding Ostler Financial Advisors, LLC in 2026. He is also involved with RELTSO, Inc. outside of his advisory work. Ostler Financial Advisors, LLC is a newly formed firm that serves individuals, families, trusts, estates, and nonprofit entities. The firm provides discretionary investment management and comprehensive financial planning using a long-term, diversified approach supported by quantitative analysis and portfolio optimization.

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 with 23 years of industry experience. He has worked at Intrinsic Value Partners, LLC since 2012 and previously spent nine years at PACWEST Financial Management Inc. Outside of his advisory role, he operates an eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and other business entities, including high-net-worth households. The firm focuses on bottom-up fundamental analysis of U.S. equities to construct concentrated, low-turnover portfolios seeking long-term capital appreciation through investments priced below intrinsic value.

Caleb Huftalin is a CFP® professional with 14 years of industry experience. He is currently with Ridgeline Private Wealth and has previously worked at Catalyst Wealth Management and Kalos Management. Ridgeline Private Wealth is an SEC-registered advisory firm managing approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and private placement advisory services, utilizing a blend of quantitative, fundamental, technical, cyclical, and economic analysis in its investment approach.

Shaun Mize is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rivertree Wealth. He has two years of industry experience, including prior roles at Brighton Jones and nine years of service in the United States Air Force. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning services. The firm employs a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

Jake Ulrich is a financial advisor with Arbor Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation and 13 years of industry experience. He has worked at Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, a related business. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, using model-driven, ETF-focused strategies guided by risk scores and modern portfolio theory. The firm manages approximately $107 million for about 105 client households, typically on a discretionary basis with documented investment policy statements and regular reviews.

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® professional with 25 years of industry experience, currently serving at Kachkovsky & Fisher, Inc. in Phoenix, AZ. He has been with the firm since 2001 and is also involved in a real estate business. Kachkovsky & Fisher, Inc. provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, and employer-sponsored plans. The firm emphasizes strategic asset allocation with broadly diversified, low-cost funds and incorporates tax-aware portfolio management.

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.

Adam Dekker is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is associated with Meredith Dekker Financial Services, LLC and has worked at Silver Oak Securities, LLC and Sutterfield Financial Group. Dekker is also a licensed insurance agent and provides tax preparation, accounting, and divorce-related financial consulting services, including Certified Divorce Financial Analyst (CDFA) support. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative and technical methods but does not custody or trade client accounts, typically concluding engagements after delivering financial plans unless further work is requested.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He currently works at RBG Capital LLC and has previously been associated with firms including Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory role, he is a partner in DC Business Ventures LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting services to individuals, high-net-worth clients, small businesses, pension plans, and charitable organizations. The firm employs various investment strategies and offers third-party manager selection and ongoing portfolio supervision.