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.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with four years of industry experience. He holds a Series 65 credential and has prior work experience at Brigham Young University and Mesquite High School. Outside of his advisory role, he has worked as a computer technician supporting a university humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on low-cost mutual funds and ETFs, and offers educational seminars to clients at no charge.

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® and CFA® with 19 years of experience in the financial industry. He has worked at WLTH Capital Management, LLC since 2025 and previously held roles at Ironwood Wealth Management, LLC, Ironwood Financial, LLC, and Marathon Advisors, Inc. Outside of advising, he serves as the treasurer for the Wellington Estates Homeowner Association in Chandler, AZ. WLTH Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis and a long-term orientation to construct portfolios primarily with mutual funds and exchange-traded funds, tailoring allocations to client objectives and risk tolerance.

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 worked previously at Charles Schwab & Co., Inc., Merrill, and several other firms. Mr. Vajda is also a licensed insurance agent. Embark Wealth Management provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $57.4 million across about 369 client relationships, using portfolios that include mutual funds, equities, bonds, ETFs, REITs, private placements, and insurance products, guided by client-specific Investment Policy Statements.

Kristopher Johnson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kai Wealth LLC and has previous experience at Raintree Capital Management, South Georgia Capital, and Timothy Financial Counsel. Johnson also serves as a portfolio manager for a private fund at Raintree Capital Management, dedicating part of his time to that role. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors. The firm employs a risk-managed portfolio approach using thematic equity strategies, alternative investments, and options-based overlays, offering both discretionary and non-discretionary services.

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, currently affiliated with Public Safety Financial/Galloway in Mesa, AZ. His career includes a decade at Public Safety Financial/Galloway and ongoing work with Galloway Asset Management, LLC, alongside prior experience at Modern Wealth Management, LLC. Rogers also served with the City of Mesa Fire and Medical Department for over 30 years. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and high-net-worth individuals. The firm offers discretionary portfolio management and participant-level services, focusing on public safety personnel and municipal plans through financial education, training, and tailored investment advice.

Colby Hatch is a financial advisor with Leges Wealth Management LLC in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera and related entities. 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 to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering tailored consulting and portfolio supervision.

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.

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 25 years of experience and is a principal at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. His background includes a long tenure at Kachkovsky & Fisher and involvement with K & F Real Estate, LLC. Kachkovsky & Fisher provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, corporations, and pension plans. The firm emphasizes strategic asset allocation, diversified portfolios using low-cost mutual funds and ETFs, and tax-aware implementation, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked for six years at Ironwood Wealth Management, LLC, and three years at JPMorgan Chase & Co. He also has four years of experience affiliated with the University of Arizona. WLTH Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s approach emphasizes fundamental analysis and a generally long-term orientation with customized portfolio allocations using mutual funds and exchange-traded funds.

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.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.