Cody Carmichael is a Series 65-licensed financial advisor with Public Safety Financial/Galloway and has 13 years of industry experience. He has worked with Galloway Asset Management since 2012 and Modern Wealth Management since 2025. Outside of his financial advisory role, Carmichael serves as a police detective for the Glendale Police Department, where he investigates criminal activity and apprehends wanted persons. Public Safety Financial/Galloway is an SEC-registered adviser that serves public-sector entities, municipal defined contribution plans, and high-net-worth individuals. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

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.

Aaron Matheny is a CFP® professional with 17 years of industry experience, currently serving at Capital Strategies Group, LLC since 2008. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to each client’s goals and risk tolerance. The firm employs a range of analytical strategies and provides both managed accounts and consultative guidance for held-away assets.

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.

Enpo Tu is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of his advisory work, Enpo participates on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers shared on social media and his personal website. My Financial Coach Planning, LLC offers platform-based financial coaching and planning primarily through employer-sponsored programs, focusing on education and ongoing coaching rather than direct investment management. The firm utilizes an online SmartTech platform to assist clients with goal-setting, legacy planning, and account aggregation.

Robert Smith is a financial advisor at Integrated Financial Solutions, PLLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SilverTree Special Needs Planning since 2014 and Voya Financial Advisors from 2014 to 2019. Smith is involved in nonprofit work related to special needs education and advocacy and serves as president of the board for Academic Opportunity of Arizona. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and it has a notable focus on retirement-plan fiduciary services, including ERISA 3(21) advice and 3(38) plan management.

Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.

Drew Griffith is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds the Series 65 designation and has worked at Galloway Asset Management since 2015, as well as Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, offering discretionary portfolio management and participant-level services. The firm’s investment approach uses model portfolios and third-party research tailored to client objectives and focuses on providing financial education to public safety personnel and municipal plans.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm uses fundamental analysis with a long-term focus and employs defined options strategies for eligible accounts, offering both discretionary and non-discretionary advisory services.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Northern Trust, VOYA Financial Advisors, and several smaller firms. Outside of his advisory work, he serves as an ambassador for Optio Oracle Nodes, a company involved in blockchain technology. WealthX Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm incorporates modern portfolio theory alongside various analytical approaches, including allocations to cryptocurrency and private placements, and maintains a distinct operational structure for managing digital assets.

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.

John Hurry is a financial advisor with Scottsdale Capital Advisors Corp, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Alpine Securities Corporation and Scottsdale Capital Advisor in various roles since 2011. Outside of his advisory work, he serves as president of the Hurry Foundation and is involved in several private business ventures, including a smokeless cigarette company. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients. The firm offers portfolio management using model portfolios and tailored strategies primarily based on technical analysis, while maintaining significant broker-dealer operations.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Jaron Turley is a CFP® designated financial advisor at GBG Wealth Management LLC with five years of industry experience. He has held positions at Fullerton Financial Planning, Morgan Stanley, Raymond James Financial Services Advisors, Inc., and Robert Half. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, corporate retirement plans, and businesses. The firm uses a consultative process to develop client objectives and implement portfolios, offering a range of strategies including model-based allocations, direct indexing, and tax-managed overlays.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.

Yogesh Prasad is a CFA® charterholder affiliated with Confluent Asset Management LLC in Scottsdale, AZ, with three years of industry experience. His work history includes roles at PNC Private Bank and Annexus LLC. Confluent Asset Management provides discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting primarily to individuals and small businesses. The firm combines various analytical methods and employs strategies ranging from long-term holdings to active trading, offering tailored portfolio monitoring and investment policy documentation.

Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.