Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked for six years at Ironwood Wealth Management, LLC, and three years at JPMorgan Chase & Co. He also has four years of experience affiliated with the University of Arizona. WLTH Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s approach emphasizes fundamental analysis and a generally long-term orientation with customized portfolio allocations using mutual funds and exchange-traded funds.

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.

Cornelius Van Zutphen Jr. is a CFP® with 26 years of experience in the financial services industry. He has been with Intrinsic Wealth Counsel, Inc. since 2012. The firm provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. Intrinsic Wealth Counsel manages approximately $287 million in assets and emphasizes a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans.

Christian Mahan is a financial advisor at StoneCrest Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, LLC, Peyton Resource Group, USAA Investment Services Company, Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, and Northern Trust. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a primarily long-term investment approach, combining fundamental and technical analysis to set asset allocation and select investments, with discretionary portfolio management that often includes mutual funds and ETFs.

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.

Brian Wiscombe is a CFP®-certified financial advisor with 12 years of industry experience, currently with StoneCrest Wealth Management, Inc. He previously worked at Edward Jones, Lincoln Investment, and Capital Analyst. Outside of his advisory work, he serves as President of the St. John Bosco Catholic School Dad's Club and is a member of the school's advisory board. He also serves on the board of 10-2 Technologies, a law enforcement technology firm. StoneCrest Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management focused on mutual funds, ETFs, and legacy positions aligned with client goals.

James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Securities America, Inc. and PFG Advisors, LLC. Outside of his advisory role, he manages Freedom Cleaners LLC, a business management services company. 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 emphasizes fundamental analysis and modern portfolio theory with a long-term focus, offering discretionary and non-discretionary portfolio management alongside access to third-party managers and platform solutions.

Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

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.

Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved 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 clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Alec Blomquist is a financial advisor at Rovin Capital with a Series 65 designation and five years of industry experience. He has worked at Rovin Capital since 2020 and previously at CW Advisors, LLC. Rovin Capital provides personalized financial planning and investment advisory services to individuals and institutions, employing a customized, fundamental-analysis approach with ongoing account monitoring. The firm manages approximately $917 million in assets and acts as manager, sponsor, and adviser to multiple private pooled vehicles and real-estate-related offerings.

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.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

Scott Sollars is a CFP® professional with 25 years of experience in financial advising. He is currently with Benefit Financial Services Group and previously worked at Schwab Wealth Advisory, Inc. among other firms. Sollars holds the Series 66 designation and is based in Phoenix, AZ. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets, employing diversified, model-based investment strategies that include mutual funds, ETFs, private investments, and ESG approaches.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.