Amanda Wray is a financial advisor at Next Up Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with eight years of industry experience. She previously worked at Brightscape Investment Centers, Inc. and has maintained her own business, Amanda Wray LLC, since 2018. Outside of her advisory work, she manages Wray Properties, LLC, a short-term rental business. Next Up Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and evidence-based analysis with strategic asset allocation, using mutual funds, ETFs, and selective alternative investments, while coordinating with third-party platforms and accepting ERISA fiduciary roles for retirement plans.

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Casey Johnston is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked with Galloway Asset Management since 2015. Prior to his advisory career, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Robert Di Carlo is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Cole Wealth Management since 2009. Di Carlo also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm employs an actively managed approach that integrates financial planning with client-specific asset allocation, managing approximately $161 million across about 281 client relationships.

Brandon Scott is a financial advisor at 3Roots Wealth Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bradley Wealth Management and Orion Advisor Services. 3Roots Wealth Partners is a registered investment adviser offering discretionary investment management and financial planning services to individuals and businesses, including pension and profit-sharing plans. The firm utilizes a range of investment strategies such as modern portfolio theory, direct indexing, tax-loss harvesting, and quantitative risk modeling, managing client portfolios on a discretionary basis.

Cale Doda is a CFP® and Series 66-licensed advisor with four years of industry experience. He is currently with Public Safety Financial/Galloway and has prior experience at UBS Financial Services and The Vanguard Group. Outside of advisory work, he is the owner of Brassica Transportation Services LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, focusing on public safety personnel and municipal plans through financial education and tailored investment solutions.

John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.

Daniel Brooks is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Penn Advisory Group Inc. since 2025, following a 20-year tenure at The Vanguard Group, Inc. He also serves as the treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club. Penn Advisory Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations with discretionary and non-discretionary portfolio management and financial planning. The firm utilizes fundamental and technical analysis combined with third-party research and quantitative modeling to tailor asset allocation, typically custodied through Schwab and managed with annual reviews.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Jeremy Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with J.D. Mellberg Financial, LLC and Secure Investment Management, LLC. In addition to his advisory work, he serves as an engineer for the City of Phoenix. Ocotillo Wealth Management serves individual and high-net-worth investors by providing discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Gina Wight is a financial advisor with Financial Life Planners, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Waddell & Reed. She is also an active insurance producer in Scottsdale, Arizona. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a customized portfolio approach combining fundamental and technical analysis, focusing on tax efficiency and utilizing low-cost mutual funds, ETFs, and individual securities.

Jeremyi Sanchez is a CFP® professional with 18 years of experience in the financial industry, currently serving at Westmark Wealth Management since 2013. He also contributed to NEXT Financial Group for 12 years. Outside of his advisory work, he manages and contributes to The People's Finance Channel, a YouTube channel that posts educational videos. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending and overseeing third-party managers with an emphasis on long-term security holdings, providing fee-based advisory services and non-discretionary investment consulting tailored to client objectives.

Rachael Hodyno is a financial advisor at Scottsdale Wealth Planning, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Scottsdale Wealth Planning since 2016. Scottsdale Wealth Planning primarily serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement-account advice. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios using individual securities, mutual funds, ETFs, and specialized instruments as appropriate.

Erik Anderson is a financial advisor at J.H. Darbie & Co., Inc. in Phoenix, AZ, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.H. Darbie & Co. and Saro Partners since 2017. Outside of his advisory role, he provides compliance consulting services, including both investment-related and non-investment-related consulting. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities, employing a combination of cyclical, fundamental, and technical analysis within value-oriented, tactical, and strategic asset allocation frameworks. The firm also participates in third-party adviser programs and sponsors a wrap fee program.

Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.

Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.

Paul Macias is a CFP® professional with 25 years of experience in financial services. He has been with Cole Wealth Management, LLC since 2019, following roles at Strategic Income Group, LLC and Merrill. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities through financial planning, asset management, and wealth management services. Cole Wealth Management employs an actively managed, goal-based investment process and integrates insurance sales and in-house tax preparation within its advisory practice.

Jonel Tomines is a CFP® professional with six years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. His prior experience includes roles at Origin Financial, Mariner Wealth Advisors, and Ep Wealth Advisors. 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, investment consultation, and annuity planning. The firm combines passive investment management with fundamental analysis and integrates accounting and tax-preparation services alongside its advisory platform.