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.

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.

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Christopher Hoerchler is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona. He holds a Series 66 designation and has 19 years of industry experience. His work history includes multiple roles at Galloway Asset Management, LLC, spanning from 2014 to the present, as well as a position with Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm focuses on providing discretionary portfolio management and participant-level services, with a particular emphasis on financial education and advisory services for public safety personnel and municipal plans.

Parker Evans is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and one year of industry experience. Prior to joining Iliad, he held roles at Pablo Olavide University, Northern Arizona University, and Deer Valley Unified School District. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold allocations with tactical active strategies, tailoring portfolios using detailed client interviews and risk assessment tools.

James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.

Erin O'Shea is a financial advisor at 17 Capital Partners, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining 17 Capital Partners, Erin worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also held roles outside the financial industry, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and quantitative analysis, along with a variety of portfolio strategies such as long- and short-term trading, options, and allocations to multiple asset classes.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Matthew Masin is a CFP® professional with nine years of industry experience. He is currently an advisor at Strategic Wealth Advisors, LLC, where he has worked since 2021, and previously worked at The Vanguard Group, Inc. from 2017 to 2021. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm uses a combination of analytical methods to implement portfolios and conducts ongoing account reviews, offering services that include separate account management and evaluation of non-traditional investments.

Amanda Wray is a Series 65-licensed financial advisor with eight years of industry experience. She is currently affiliated with Next Up Wealth Advisors, LLC and has held prior roles at Brightscape Investment Centers, Inc., Releve Financial Group, Strategic Asset Conservation, and Tailor Made Plans. Outside of her advisory work, she manages Wray Properties, LLC, a business involved in short-term rental properties. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs fundamental analysis, asset allocation, and evidence-based techniques to build diversified portfolios, offering both discretionary and non-discretionary management along with pension plan consulting under ERISA fiduciary standards.

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Casey Johnston is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 credential and possessing 11 years of industry experience. Prior to his advisory roles, he worked for Chandler Fire, Health, and Medical for 20 years. Johnston is also an owner of a payroll administration business. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on public safety personnel and municipal plans. The firm provides discretionary portfolio management based on model portfolios and third-party research, alongside participant-level services such as enrollment assistance and investment advice.

Brandon Scott is a financial advisor at 3Roots Wealth Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bradley Wealth Management and Orion Advisor Services. 3Roots Wealth Partners is a registered investment adviser offering discretionary investment management and financial planning services to individuals and businesses, including pension and profit-sharing plans. The firm utilizes a range of investment strategies such as modern portfolio theory, direct indexing, tax-loss harvesting, and quantitative risk modeling, managing client portfolios on a discretionary basis.

Cale Doda is a CFP® with four years of industry experience currently advising at Public Safety Financial/Galloway. His career includes positions at Modern Wealth Management, UBS Financial Services, and The Vanguard Group. Outside of advisory work, he is a co-owner of Brassica Transportation Services LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing particularly on public safety personnel through tailored discretionary portfolio management and financial education services.

John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Jeremy Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with J.D. Mellberg Financial, LLC and Secure Investment Management, LLC. In addition to his advisory work, he serves as an engineer for the City of Phoenix. Ocotillo Wealth Management serves individual and high-net-worth investors by providing discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in managing client portfolios.