Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Jaden Gallion is a financial advisor at First Down Financial based in Scottsdale, AZ. He holds a Series 65 license and has three years of industry experience. His prior work includes roles at Allied Elite Financial, West Coast Financial, Mt. Spokane, and RW Gallion Inc. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals, pension, trust, and business clients. The firm employs a Modern Portfolio Theory-based, passive asset-class investment approach and actively engages in client education through newsletters, seminars, and workshops.

I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Michael Frost is a financial advisor at Heritage Family Offices, LLP with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Wells Fargo Investments. Outside of advisory roles, he owns an insurance agency and serves as co-owner and CIO of Captivated Financial Group. Heritage Family Offices, LLP provides discretionary wealth management and family office services to high-net-worth individuals, trusts, estates, and charities, managing approximately $423 million in assets. The firm offers tailored investment programs and comprehensive services including estate planning, tax preparation, and coordination with clients’ professional advisors.

Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Charles Walling is a financial advisor with RBG Capital LLC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Morgan Stanley and Triad Advisors, Inc., and he has been with RBG Capital since 2016. Outside of his advisory role, he is a member of WC Pets LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition support to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis and modern portfolio theory across various strategies and offers retirement plan consulting as a 3(21) fiduciary, third-party manager selection, and M&A advisory services.

Dustin Lester is a financial advisor at Rothschild Financial Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and SagePoint Financial. He is also the owner of Post Scarcity LLC, a non-investment-related business. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm serving a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored asset-allocation models and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers to implement investment strategies.

Jayson Moss is a CFA charterholder with over four years of industry experience, currently serving at Evolve Wealth Advisors LP. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of advising, he provides corporate consulting on investor relations and capital markets and serves on the board of an agricultural services company in Alberta, Canada. Evolve Wealth Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm supports both direct clients and other registered advisers with services such as cross-border planning and employs a disciplined investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding the Series 63 and Series 65 credentials and bringing nine years of industry experience. He previously worked at Client One Securities LLC, OnPointe Advisory and Financial Services LLC, and Managed Assets. Barnes also serves as an insurance agent at Financial Security Group of AZ, Inc., where he sells fixed and indexed annuities, dedicating about half of his time to this role. FSG Financial Services, Inc. manages approximately $52 million across 163 clients, providing discretionary asset management and portfolio monitoring for a range of individual investors. The firm utilizes fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies and conducts quarterly account reviews.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

About Trent White, CFP®, JD, LLM A little background on my journey to becoming a financial advisor. From a young age, I developed a profound interest in managing finances. I started investing in stocks when I was 12 years old using the modest income I earned from delivering newspapers. After I delivered those papers I often read the business, sports, and humor sections, which fueled my growing curiosity about investing. My father and grandfather played instrumental roles in expanding my knowledge of stocks, bonds, ETFs, options, and more. My late mother also played a pivotal role, instilling in me invaluable money skills and principles like saving for college and embracing charitable giving. Even before I could drive, she inspired me to launch my first business—lawn aeration! This fueled my entrepreneurial spirit and taught me the value of the dollar. I've always been fascinated by the power of compounding growth and how money can do good in the world. It's not just about making life more enjoyable by saving for fantastic trips (I love to travel!), but about using money as a force for positive change. That's why, while studying Financial Economics in college, I made up my mind to become a financial planner and help others manage their money wisely. During and after my formal education, I seized valuable opportunities to expand my knowledge and expertise. I actively sought out practical experiences, both as a volunteer and as a paid income tax preparer. Additionally, I delved into life insurance, initially as a captive agent and later as an independent one. These experiences provided valuable insights into different aspects of financial planning.. Eager to broaden my knowledge further, I pursued a law degree at BYU, passed the bar exam, and obtained esteemed credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and other securities licenses. I later completed a post-law degree from Georgetown, a Tax LL.M. (Master of Laws in Taxation) with a Certificate in Estate Planning. For more than a decade now, I've been working with high-net-worth and ultra-high-net-worth individuals, helping them navigate investments and plan for their financial future. Most recently, I managed a book exceeding $1 billion in assets under management for approximately 150 ultra-high-net-worth households that were part of Vanguard’s Personal Advisor Services. Guided by a wealth of experience and knowledge, I am eager to utilize my skills to help you achieve your goals!

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

He Ma is a financial advisor at CSP Financial Group LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in roles at firms including GoHealth, UnitedHealthcare, and JM Capital Group LLC. Outside of his advisory work, he is training as an AutoCAD designer for Grantham Designing. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Andrew Majd is a financial advisor with Dew Wealth Management in Scottsdale, AZ. He holds a Series 65 designation and has five years of industry experience. Prior to joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America, Merrill Lynch. Outside of his advisory role, he has experience working with a menswear business and participated in the Sawdust Festival of the Arts. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and ongoing services.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.