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.

Mark Rauguth is a CFP® with 39 years of industry experience and is a managing member of Immaculate Wealth Management, LLC in Mesa, AZ. He has held roles at Gradient Securities, Overson & Rauguth & Assoc. LLC, and Precision Investments Inc., where he serves as owner and president. Immaculate Wealth Management primarily serves individual clients, including high-net-worth households, as well as corporate clients. The firm offers discretionary portfolio management along with hourly and fixed-fee financial planning, employing investment strategies based on fundamental, technical, and cyclical analysis.

Houston Friend is a financial advisor at Redeem Wealth Management with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Redeem Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs a range of strategies including separate managed accounts and third-party money managers, and typically executes investment decisions on a discretionary basis.

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 in Scottsdale, AZ, holding a Series 65 designation. He has three years of industry experience, with prior roles at Allied Elite Financial, West Coast Financial, Mt. Spokane, and RW Gallion Inc. First Down Financial provides model-based investment management, financial planning, and qualified plan services primarily to high-net-worth individuals and institutional retirement clients. The firm employs a passive, asset-class investment approach grounded in Modern Portfolio Theory and the Fama-French three-factor framework, with discretionary management across multiple model mandates.

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.

John Henderson is a CFP®-certified financial advisor with five years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at firms including Modern Wealth Management, LLC, LPL Financial, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in selling fixed and fixed indexed annuities through a related insurance business. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular focus on financial education and advisory services for public safety personnel and municipal plans.

William Lyall is a Series 65 licensed financial advisor with nine years of industry experience, currently associated with Public Safety Financial/Galloway. Prior to his advisory career, he served for 32 years with the City of Tempe Fire Department. He is also Vice Chairman of the United Arizona Firefighters Healthcare Trust, where he serves as a voting board member. Public Safety Financial/Galloway is an SEC-registered firm specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm provides discretionary portfolio management through model portfolios tailored to clients’ objectives and risk tolerance, with a focus on public safety personnel and municipal plans.

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.

Jonathan Vest is a financial advisor at Watts Gwilliam & Company, LLC with 18 years of industry experience. He holds a Series 65 designation and has been self-employed since 2005. Outside of his advisory work, Vest maintains an active residential real estate license but does not actively pursue real estate sales. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while using tactical strategies such as option overlays and collars when appropriate, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Joshua Robinson is a CFP® professional at West Ridge Advisors with four years of industry experience. Prior to joining West Ridge Advisors in 2021, he worked at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs a team of 11 advisors and manages approximately $396 million in client assets, focusing on Modern Portfolio Theory with global diversification, tax efficiency, and low-cost investment vehicles.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

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.