Robert Smith is a financial advisor at Integrated Financial Solutions, PLLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SilverTree Special Needs Planning since 2014 and Voya Financial Advisors from 2014 to 2019. Smith is involved in nonprofit work related to special needs education and advocacy and serves as president of the board for Academic Opportunity of Arizona. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and it has a notable focus on retirement-plan fiduciary services, including ERISA 3(21) advice and 3(38) plan management.

Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Michael Smith is a CFP® with 26 years of experience at ProFocus Incorporated in Phoenix, AZ, where he has worked since 1995. He holds the Series 63 designation and serves as a principal at ProFocus. Outside of his advisory role, he is involved as a majority owner in several business entities. ProFocus serves individual clients, including high-net-worth households, pension plans, and business entities by providing fee-based investment advisory, financial planning, and business management consulting. The firm employs a tactical allocation strategy with fundamental analysis and offers unique services such as commercial real estate syndication and flat-fee business-management solutions.

Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Northern Trust, VOYA Financial Advisors, and several smaller firms. Outside of his advisory work, he serves as an ambassador for Optio Oracle Nodes, a company involved in blockchain technology. WealthX Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm incorporates modern portfolio theory alongside various analytical approaches, including allocations to cryptocurrency and private placements, and maintains a distinct operational structure for managing digital assets.

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.

Richard Spadaro is a financial advisor at WLTH Capital Management, LLC with one year of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining WLTH Capital Management in 2025, he worked at Intel Corporation for ten years. WLTH Capital Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, fundamental analysis approach primarily using mutual funds and ETFs, with customized allocations based on client objectives and risk tolerance.

John Hurry is a financial advisor with Scottsdale Capital Advisors Corp, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Alpine Securities Corporation and Scottsdale Capital Advisor in various roles since 2011. Outside of his advisory work, he serves as president of the Hurry Foundation and is involved in several private business ventures, including a smokeless cigarette company. Scottsdale Capital Advisors is a state-registered investment adviser and full-service broker-dealer serving retail and institutional clients. The firm offers portfolio management using model portfolios and tailored strategies primarily based on technical analysis, while maintaining significant broker-dealer operations.

Jaron Turley is a CFP®-certified financial advisor with five years of industry experience, currently with GBG Wealth Management LLC. His prior experience includes roles at Fullerton Financial Planning, Morgan Stanley, and Raymond James Financial Services. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and other businesses. The firm employs a consultative process with various implementation options, including model-based strategies and tax-managed overlays, supported by a network of affiliated firms offering investment management and tax services.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.

Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.

Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.

Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.

Chase Deters is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently affiliated with Prospera Capital Management, LLC and previously worked at The Vanguard Group and Raffa Wealth Management. Outside of his advisory work, he has experience as a landlord and property owner. Prospera Capital Management serves individuals, trusts, pension plans, and business entities by providing discretionary asset management, portfolio management, and financial planning. The firm uses a combination of fundamental, quantitative, qualitative, and sector analysis to construct and monitor individualized portfolios across a broad investment universe.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

Cornelius Van Zutphen is a CFP®, CFA®, and Series 65-licensed financial advisor with 19 years of industry experience. He has been with Intrinsic Wealth Counsel, Inc. since 2012. Intrinsic Wealth Counsel, Inc. provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm employs a value-oriented, diversified investment approach tailored to clients’ life plans and tax considerations, managing approximately $287 million in assets across about 210 client relationships.

David Hatfield is a financial advisor at Amplify Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Ashton Thomas Private Wealth, LLC for seven years. He is also involved with Amplify Technology, LLC, an enterprise he has been associated with since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their individual and high-net-worth clients. The firm operates the Amplify Platform, delivering trading, reporting, and back-office support while allowing Platform Members to maintain direct client relationships and set investment objectives.