Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Bull Harbor Capital and Pacific Advisors. Beacon Freedom Advisory provides portfolio management, comprehensive financial planning, and retirement consulting to individuals, high-net-worth clients, and charitable organizations. The firm co-advises with Matson Money to deliver investment management primarily through asset-allocation models and mutual fund series, supplementing these with planning services and client education.

Bryant Andrus is a CFP® with 16 years of industry experience and currently serves as an advisor at SBC Investment Management, LLC. His prior experience includes roles at U.S. Bank and Keats, Connelly and Associates, LLC. He is also the owner of State Bird Corporation, a consulting firm that offers financial, tax, and business solutions. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm integrates fundamental and quantitative analysis with asset allocation and employs both long- and short-term trading strategies tailored to client needs.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Thomas Marki is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Axiom Founders Family Office since 2021 and at Axiom Risk Management, LLC since 2022. Marki’s activities include insurance production through Axiom Risk Management. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts. The firm uses a tactical allocation strategy incorporating fundamental and cyclical analysis and offers portfolio management alongside financial planning and personalized support.

Samuel Olson is a financial advisor with Bonsai Financial in Phoenix, AZ, holding a Series 65 credential and 10 years of industry experience. He previously worked at Secured Retirement Advisors, LLC and Strategy Financial Services. Olson is also involved with Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm manages portfolios through an asset-allocation approach using ETFs, mutual funds, and variable annuity sub-accounts, typically operating on a discretionary basis.

Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.

Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. His background includes roles at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of finance, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice and commonly acts as a limited-scope ERISA 3(21) fiduciary for retirement plans, emphasizing regular account reviews and the use of fundamental analysis and modern portfolio theory.

Andrew Gerhartz is a CFP® with 15 years of industry experience, currently serving at Bridge the Gap Retirement Planners in Phoenix, AZ. He previously worked for six years at Schwab Private Client Investment Advisory, Inc. Gerhartz is co-owner of The Money School LLC, through which he provides general financial education to a broad audience. Bridge the Gap Retirement Planners serves individual and high-net-worth clients with investment management and financial planning across multiple areas, including retirement, estate, and tax planning. The firm manages approximately $49 million in wrap fee programs for about 32 clients and offers collaborative, software-supported financial planning services.

Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.

Joseph Police is a financial advisor at Red Night Capital LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Spiegelman Wealth, Frey Financial, and Tek Systems. Outside of advising, he is a partner in a landscape architecture and water management business. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a range of investment techniques, including an Advanced Derivatives Overlay strategy, and manages both discretionary and non-discretionary assets.

Gregory Bradstreet is a financial advisor at Farnam Financial with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Private Client Invest Advisory, Inc., and Charles Schwab. He also serves as a faculty member at Grand Canyon University. Farnam Financial serves individual clients, including high-net-worth households, and provides advisory services to employer retirement plans and other RIAs. The firm employs a passively oriented, asset-allocation investment approach combined with fundamental analysis and integrates ongoing financial planning with investment management.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Sun Valley Advisory, she worked at several firms including Principal Financial Group and currently serves as a Senior Group Representative at Aflac Group Insurance, providing solutions to support employers and their employees. Sun Valley Advisory offers investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm’s non-discretionary advisory model emphasizes ETFs, individual equities, and third-party model strategies accessed through the AssetMark platform.

Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.

Armando Roman is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors, LLC. Chavez is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management is a fee-based registered investment adviser that provides discretionary asset management, financial planning, sub-advisory services, 401(k) consulting, and ERISA plan support to individuals and small businesses. The firm employs a variety of analysis methods and strategies, including the use of derivatives and options, and operates with a small advisory team.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Charles Luong is a financial advisor with Endeavor Advisors LLC in Phoenix, AZ, holding a Series 65 credential and eight years of industry experience. He has worked at Endeavor Advisors since 2020 and previously held roles at LifeTyme Financial Advisors and World Financial Group. Luong serves as a board member of the Vietnamese Community Assistance Foundation. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm typically follows a long-term, Modern Portfolio Theory-informed approach and offers periodic educational seminars and estate planning support.

Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes time at Charles Schwab and Zenith Bank & Trust. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, family office services, and retirement plan consulting. The firm uses a tailored investment approach with a mix of securities, ETFs, alternatives, and third-party managers, supported by technical and cyclical analysis, and benefits from a formal affiliation with a banking and trust company that enables trustee and bill-payment services.

Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.