Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.

Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. 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 utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Kelsey White is a financial advisor with Financial Life Planners in Tempe, AZ, holding a Series 65 designation. She has been with the firm since 2024 and previously worked in veterinary-related roles and community college administration. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm manages approximately $208 million in discretionary assets across about 298 client relationships, using a combination of fundamental and technical analysis to create customized, tax-efficient portfolios.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Douglas Brown is a financial advisor at WealthX Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes roles at Northern Trust and several wealth management firms. Outside of financial advising, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and works as a sales consultant for a junk removal business. WealthX Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates modern portfolio theory with quantitative and technical analyses, incorporating both traditional and digital assets, including cryptocurrency and private placements.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Marie Burns is a CFP® professional with 25 years of experience in financial advising. She is currently with Wise World Investment Planning and has prior experience at firms including LPL Financial, Sagepoint Financial, Waddell & Reed, Vanguard Advisers, and CliftonLarsonAllen Wealth Advisors. In addition to her advisory work, she is an author of a book on financial organization and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning provides comprehensive financial planning and advisory services to individuals, trusts, and businesses, focusing on tailored strategies through fundamental and technical analysis. The firm emphasizes financial plans and consulting over asset management and utilizes fixed and hourly billing models.

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Scottsdale Capital Advisors and Alpine Securities. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer serving retail and institutional clients, offering a range of brokerage and investment services. The firm provides portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

Ryan Janus is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Janus Financial in Scottsdale, AZ, and has prior experience with NEXT Financial Group and several other firms. Outside of advisory services, he manages Janus Media LLC, which produces financial literacy and investing education content. Janus Financial provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to build portfolios with a variety of instruments, and offers flexible financial planning engagements.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

Harold Walpole is a financial advisor at Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses with 29 years of industry experience. He has worked at multiple firms, including WFG Advisors, LP and Walpole Wealth Advisors, LLC, where he also engaged in teaching and writing about technical market analysis. Outside of advising, he serves as secretary for It's Your Health, PC. Fountain Financial Group manages approximately $38.1 million in assets with three advisors, serving individuals, charitable organizations, and other financial professionals. The firm employs a combined fundamental and charting analysis investment process, offering discretionary asset management, financial planning, and educational services, including public seminars and model allocation guidance for other advisors.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC, holding Series 65 and Series 63 licenses. She has been with Intrinsic Value Partners since 2018 and has prior experience at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing on long-term capital appreciation through bottom-up fundamental analysis of U.S. equities. The firm manages a multi-hundred-million-dollar discretionary portfolio with a concentrated, low-turnover approach tailored primarily to high-net-worth households.

Creg Ostler is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He previously worked for Stoker Ostler, a part of BMO Financial Group, for 16 years before retiring in 2023 and founding Ostler Financial Advisors, LLC in 2026. He is also involved with RELTSO, Inc. outside of his advisory work. Ostler Financial Advisors, LLC is a newly formed firm that serves individuals, families, trusts, estates, and nonprofit entities. The firm provides discretionary investment management and comprehensive financial planning using a long-term, diversified approach supported by quantitative analysis and portfolio optimization.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder with 23 years of industry experience. He has worked at Intrinsic Value Partners, LLC since 2012 and previously spent nine years at PACWEST Financial Management Inc. Outside of his advisory role, he operates an eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and other business entities, including high-net-worth households. The firm focuses on bottom-up fundamental analysis of U.S. equities to construct concentrated, low-turnover portfolios seeking long-term capital appreciation through investments priced below intrinsic value.

Adrian Schultz is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding Series 65, Series 63, and Series 66 credentials with nine years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, retirement-plan consulting, and access to third-party and automated advisory platforms. The firm’s investment approach includes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating digital sub-advisory arrangements and unique tools such as Pontera for retirement plan asset management.