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.

Cean Kenefick Rogers is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at WLTH Capital Management, LLC since 2025 and previously spent 10 years at Ironwood Wealth Management, LLC. Outside of his advisory role, he serves as treasurer for the Wellington Estates Homeowner Association. WLTH Capital Management advises individuals, high-net-worth clients, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, cash-management solutions, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and manages over $200 million in client assets while offering services such as 3(38) investment fiduciary roles for retirement plans and using third-party platforms for held-away account access.

Drew Peterson is a financial advisor at Witnauer Sloan & Associates LLC in Scottsdale, AZ, holding a Series 65 designation with 15 years of industry experience. He has been with Witnauer Sloan & Associates since 2008. Outside of his advisory role, Peterson is involved in accounting work for Shamrock Foods in Phoenix. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm provides discretionary and non-discretionary asset management, written financial planning, and occasional public seminars, employing both fundamental and technical analysis in its investment approach.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.

Gabriel Sirvent is a financial advisor at Lifestyle Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for four years at Keystone Law Firm. Lifestyle Planning provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm offers non-discretionary portfolio management, comprehensive financial plans, and a Retirement Management Office™ program, managing approximately $43 million in non-discretionary assets.

Barclay Vajda is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, Merrill, and OneAmerica Securities. Mr. Vajda is also a licensed insurance agent. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans with portfolio management and financial planning services. The firm uses written Investment Policy Statements and fundamental analysis, employing long- and short-term trading and options strategies, primarily managing assets on a non-discretionary basis.

Kristopher Johnson is a CFP® with 19 years of industry experience, currently serving as an advisor at Kai Wealth LLC since 2026. He previously worked at Raintree Capital Management, LLC and South Georgia Capital, LLC for eight years each, and Timothy Financial Counsel, Inc. for sixteen years. Outside of Kai Wealth, Mr. Johnson serves as a portfolio manager for a private fund at Raintree Capital Management. Kai Wealth LLC provides investment management and advisory services to a select group of sophisticated clients, including high-net-worth individuals, pooled investment vehicles, and corporations. The firm utilizes a multi-strategy investment approach incorporating quantitative modeling, manager selection, and derivatives, with investment authority centralized in a principal decision maker and oversight of subadvisors focused on due diligence.

Abbey Brennan is a financial advisor at Acute Investment Advisory in Mesa, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Acute Investment Advisory since 2015. Brennan holds an inactive real estate license in Arizona. Acute Investment Advisory manages approximately $200 million across over 660 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach supplemented by a range of securities and uses sub-advisers and third-party model portfolios for support.

Matthew Rogers is a CFP® with 11 years of industry experience. He is affiliated with Public Safety Financial/Galloway and has served in the City of Mesa Fire and Medical Department for over three decades. His background includes work with Modern Wealth Management, LLC and Galloway Asset Management, LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, focusing on portfolio management and participant-level advisory services. The firm emphasizes financial education for public safety personnel and municipal plans and manages accounts through model portfolios tailored to client objectives and risk tolerance.

Colby Hatch is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Leges Wealth Management, he worked at Cetera and Cetera Wealth Services. 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 primarily to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and uses a range of investment instruments and analytic approaches, typically exercising discretionary authority and offering performance-based fee options for qualifying clients.

David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.

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.

Annick Rodarte is a financial advisor with Wealth Guardian Advisory, PLLC, holding a Series 65 designation and eight years of industry experience. She has been with Wealth Guardian Advisory since 2017 and is also involved with Wealth Guardian Group, where she provides insurance sales and service, tax and accounting, and legal document preparation. Wealth Guardian Advisory, PLLC offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios based on documented Investment Policy Statements and employs fundamental, technical, and cyclical analysis, providing a range of planning services without account minimums.

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.

Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.

Sandeep Shah is a Series 65-licensed advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He also serves as a Principal at NorthStar International Ventures, a technology consulting and advisory firm focused on software companies and the retail service industry. Shah devotes significant time to this non-investment-related business. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets, providing continuous investment management alongside various financial planning services. The firm combines passive and active strategies based on Modern Portfolio Theory and employs tactical deviations, derivatives, and options within its strategic asset allocation.

Garry Kachkovsky is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. He is also involved in managing K & F Real Estate, LLC, a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, including high-net-worth individuals, businesses, trusts, and retirement plans. The firm employs an asset-allocation strategy focused on diversified portfolios using low-cost mutual funds and ETFs, with customized solutions addressing risk tolerance, liquidity, tax circumstances, and client preferences.

Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked at Ironwood Wealth Management, LLC for six years and JPMorgan Chase & Co for three years. WLTH Capital Management advises individuals, high-net-worth clients, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, cash-management solutions, and retirement-plan advisory services. The firm employs a fundamental, generally long-term investment approach and manages over $200 million in client assets while offering specialized services such as 3(38) fiduciary responsibility for retirement plans and third-party platform integration for held-away accounts.

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.