Samuel Olson is a financial advisor at Bonsai Financial in Phoenix, AZ, holding a Series 65 designation with nine years of industry experience. Prior to joining Bonsai Financial, he worked at Secured Retirement Advisors and Strategy Financial Services. Olson is also involved with Bonsai Insurance Services, where he consults clients on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm uses an asset-allocation approach with ETFs, mutual funds, and variable annuity sub-accounts, managing accounts primarily on a discretionary basis.

Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. His background includes roles at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of finance, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice and commonly acts as a limited-scope ERISA 3(21) fiduciary for retirement plans, emphasizing regular account reviews and the use of fundamental analysis and modern portfolio theory.

Andrew Gerhartz is a CFP® with 15 years of industry experience, currently serving at Bridge the Gap Retirement Planners in Phoenix, AZ. He previously worked for six years at Schwab Private Client Investment Advisory, Inc. Gerhartz is co-owner of The Money School LLC, through which he provides general financial education to a broad audience. Bridge the Gap Retirement Planners serves individual and high-net-worth clients with investment management and financial planning across multiple areas, including retirement, estate, and tax planning. The firm manages approximately $49 million in wrap fee programs for about 32 clients and offers collaborative, software-supported financial planning services.

Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.

Joseph Police is a financial advisor at Red Night Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spiegelman Wealth, Frey Financial, and Tek Systems prior to joining Red Night Capital. Outside of advising, he is a partner in a Scottsdale landscaping company specializing in landscape architecture and water management. 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 combination of fundamental, quantitative, technical, and modern portfolio techniques, and offers an Advanced Derivatives Overlay strategy that includes complex option and futures strategies to create synthetic lending or borrowing solutions.

Gregory Bradstreet is a CFP® and CFA® with 17 years of industry experience. He currently serves as an advisor at Farnam Financial and has previously worked at Schwab Private Client Invest Advisory, Inc. since 2012. He is also an instructor at Grand Canyon University. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, employer retirement plan consultation, and consulting services for other RIAs. The firm emphasizes fundamental analysis and a predominantly passive investment approach, offers educational seminars including a public Retirement Makeover program, and operates a wrap fee program with ongoing financial planning for investment clients.

Lee Garcia is a CFA® charterholder with 22 years of industry experience. He has been with Five Mile River Investment Management, LLC since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and individual accounts, managing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach with concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.

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 at Axiom Founders Family Office, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked with Independent Financial Group, LLC and Axiom Financial Resources, Inc. Roman is also the owner of a tax preparation and accounting firm and serves as treasurer for the Arizona Hispanic Chamber of Commerce. Additionally, he chairs the investment management committee for the Roman Catholic Diocese of Phoenix and manages educational and business valuation entities in Scottsdale. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation approach aimed at risk reduction and performance enhancement, offering personalized services including discretionary portfolio management, Personal CFO support, and retirement plan consulting.

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. He is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management LLC is a fee-based, discretionary investment adviser offering asset management, financial planning, and 401(k) consulting services. The firm uses a combination of fundamental, technical, and cyclical analyses to implement diversified ETF models, long-term holdings, and option strategies, operating with discretionary trading authority and conducting regular account reviews.

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 two years of industry experience. His prior roles include positions at Zenith Bank & Trust and Charles Schwab. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a variety of investment vehicles and employs both discretionary management and third-party oversight, with a notable affiliation to a bank and trust company that supports trustee roles and integrated Family Office offerings.

Parker Foltz is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Zenith in 2025, he spent ten years with Bank of America and Merrill. Outside of his advisory role, he is a co-owner of a family rental property in Tempe, Arizona. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with portfolio management, financial planning, family office services, and retirement plan consulting. The firm combines discretionary portfolio management with active strategies and offers trustee and bill-payment services through an affiliated banking and trust company.

Venkat Iyer is a financial advisor at Fjaka Wealth Management LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His background includes work preparing for Fjaka Launch and trading his own capital while completing a JD candidacy at Arizona State University. Fjaka Wealth Management LLC provides discretionary portfolio management, financial planning, and family-office advisory services to individuals and high-net-worth clients nationwide, primarily via virtual meetings. The firm employs a blend of fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.

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® credentialed financial advisor with 36 years of industry experience, currently affiliated with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ. He has held roles at Concourse Financial Group Securities and Proequities, Inc. and is involved in assisting clients with basic estate planning through Helios Integrated Planning. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm customizes portfolios using model portfolios, analysis, and active monitoring, and integrates financial planning into portfolio management rather than charging separately for this service.

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 with Capital Wealth Alliance, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services from 2002 to 2018 and has been involved with Kingswood Capital Partners, LLC and Capital Wealth Alliance since 2018. Wong is also a managing member and partner in several related business entities, including Capital Wealth Holdings LLC and Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and consultative services. The firm employs model portfolios and sub-advisers across a broad range of strategies and instruments, and it is affiliated with a licensed insurance agency.