Carlos Alvarado is a financial advisor with Alvarado & Associates, LLC and holds a Series 65 designation. He has seven years of industry experience and also works full-time as a financial analyst at Jacobs Solutions. Alvarado is licensed to provide investment advisory services in Panama and holds a position with Caudal Capital, an investment advisory firm based there. Alvarado & Associates provides discretionary portfolio management to individuals and families, including high-net-worth households, with portfolios tailored to clients’ financial goals and risk tolerance. The firm emphasizes diversified, income-generating investments and manages accounts on a discretionary basis with regular reviews.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Gregory Lane is a CFP® with 22 years of industry experience and is the sole advisor at Wellfit Financial in Phoenix, AZ. He has been operating Lane Financial, P.C. since 2009. Wellfit Financial provides asset management and financial consulting primarily to individual and high-net-worth clients, focusing on portfolios composed mainly of ETFs, mutual funds, and other publicly traded securities. The firm emphasizes continuous account supervision with regular reviews and employs a mix of fundamental, technical, and cyclical analysis without accepting discretionary trading authority.

Charles Herman Jr. is a ChFC® credentialed financial advisor with five years of industry experience, currently practicing at Authentic Financial Planning in Peoria, AZ. His background includes roles in financial planning, tax preparation, mortgage brokerage, insurance, and real estate sales. Outside of advisory services, he is involved in tax preparation and accounting through his business, The Money Agency, and operates a mortgage lending firm. Authentic Financial Planning serves individuals, families, business owners, and corporations with ongoing financial planning and investment management through tiered packages and project-based services. The firm offers a multi-meeting initial planning process, regular reviews, and a mix of billing options, supported by affiliated businesses in insurance, tax, real estate, and mortgage services disclosed as separate lines of business.

Saul Medina is a CFP® professional with 13 years of experience in the financial services industry. He is the principal of True Fiduciary Financial Advisors, LLC and previously worked at Vanguard for seven years. Outside of his advisory role, he is also involved in real estate sales as a licensed Realtor. True Fiduciary Financial Advisors, LLC provides portfolio management and standalone financial planning primarily to individuals and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading approach, employing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.

David Fernandez is a Certified Financial Planner™ (CFP®) with 26 years of experience in the financial advisory industry. He has been the principal advisor at Wealth Engineering, LLC since 2003. The firm is a fee-only investment management and financial planning practice serving individuals, families, retirement plans, trusts, and estates. Wealth Engineering emphasizes macroeconomic fundamental analysis and strategic asset allocation, utilizing broad-based index and passively managed funds with tax-aware management techniques.

Shawna Moore is the owner and principal advisor of Moore Wealth Partners, LLC in Glendale, AZ, with 10 years of experience in the financial industry. She holds the Series 63, 65, and 66 registrations and has worked at several firms including Foundations Investment Advisors, LLC and McKinney Financial Group. Outside of advisory services, she operates an insurance business offering life, annuities, and long-term care products. Moore Wealth Partners provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a model-based investment approach through sub-advisors and third-party managers, retaining discretion over model selection and performance monitoring.

Ryan Haas is a Series 65-licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is the sole advisor at Your Investment Advisor, an independent firm he has been with since 2024. Prior to his advisory role, Haas held positions at Northrop Grumman, Boeing, Ekso Bionics, and Textron Systems. He maintains full-time employment in the aerospace and defense industry alongside his advisory work. Your Investment Advisor provides discretionary portfolio management to individuals and trusts, focusing on asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, government and municipal securities, and cash equivalents. The firm combines a strategic passive investment framework with fundamental security analysis and macroeconomic assessment.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Frederick Schubert is the president of Stonewall Equities, Ltd. and Schubert and Associates P.C., with 15 years of experience as a financial advisor and over 40 years managing his accounting practice. He holds Series 63 and Series 65 licenses and has been active in the industry since 1983. Schubert oversees client relationships and accounting operations in his accounting firm alongside his advisory role. Stonewall Equities, Ltd. provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate clients, and business entities. The firm employs a computer-driven asset allocation model incorporating fundamental, technical, and tax considerations, and it serves employer plans and pension consulting alongside managing wrap fee programs and institutional retirement accounts.

Richard Oldenburg is a financial advisor with Camden Financial Management, Inc. in Scottsdale, AZ, holding a Series 65 designation and 29 years of industry experience. He operates as a sole advisor at an independent firm focused on discretionary investment management and comprehensive financial planning. Camden Financial Management serves individuals, families, retirement plans, trusts, and estates, providing fee-only portfolio management alongside non-investment planning services such as tax reporting and required minimum distribution calculations. The firm emphasizes a strategic asset allocation approach based on macroeconomic analysis, incorporates tax-aware practices, and maintains a high-touch service model with relatively high account thresholds.

Bryan Cast is a financial advisor with Nuakh Financial and holds a Series 66 designation. He has over eight years of experience in financial advisory roles, including positions at Blue Trust, Cast Financial LLC, and Northwestern Mutual. Outside of his advisory work, he has been involved with Blue River Acres LLC since 2013. Nuakh Financial is a fee-only investment adviser that provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses an investment approach based on asset allocation and Modern Portfolio Theory, incorporating both passive and active investments along with client-imposed screens, including Biblically Responsible options.

Joel Bonnema is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been the sole advisor at Bonnema Wealth Management LLC since 2015, operating as an independent firm in Scottsdale, AZ. Bonnema Wealth Management provides discretionary investment management, written financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm specializes in broadly diversified, asset-class portfolios based on Modern Portfolio Theory and factor research, with a focus on passive investment vehicles and the use of Dimensional Fund Advisors funds.

Brent Matthew is a financial advisor with Scottsdale Wealth Advisory LLC in Paradise Valley, AZ, holding Series 65 and Series 66 licenses and over 21 years of industry experience. He has held roles at multiple firms, including M.S. Howells & Co. and Safe Insurance Management LLC. Brent is also a licensed insurance agent involved in an annuity and insurance-related business. Scottsdale Wealth Advisory LLC provides discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a model-driven investment approach utilizing the AssetMark platform and third-party sub-advisors, typically following a passive, long-term buy-and-hold strategy with tailored active overlays.

Seth Mcbee is a financial advisor with McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and 26 years of industry experience. Prior to founding McBee Advisors in 2017, he worked at HBW Phoenix, Inc., HBW Advisory Services LLC, and HBW Securities LLC. Outside of his advisory role, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and discretionary portfolio management to individuals, businesses, and trusts, including retirement planning, college funding, and qualified plan subaccount analysis. The firm manages approximately $58 million across about 219 client relationships through strategic asset allocation and active management programs, serving both retail and institutional clients with negotiable planning arrangements.

Pamela More is a financial advisor at Six Sigma Wealth Advisors, LLC in Scottsdale, AZ, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Liberty Partners Financial Services, Verus Capital Partners, and Securities America. Outside of financial advising, she owns a dog sitting and walking business called Peanut's Place. Six Sigma Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and estates. The firm uses a tactical asset allocation process emphasizing risk management and offers a range of fee arrangements alongside educational seminars and insurance-product services.

Gregory Yocum II is a CFP® certificant with 21 years of industry experience, currently serving as the sole advisor at Yocum Wealth in Phoenix, AZ. He has been affiliated with ARQ Wealth Advisors, LLC since 2008. Yocum Wealth serves individuals, small businesses, trusts, estates, high-net-worth clients, and charities through integrated wealth management, combining discretionary investment management with ongoing financial planning. The firm uses a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and a variety of investment vehicles, managing over $63 million in discretionary assets.

Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.

Sean Babin is a CFP® and Series 66 registered financial advisor with nine years of industry experience. He is the principal of Babin Wealth Management, an independent firm he founded in 2024 after working at Edward Jones and Matson Money Inc. From 2016 to 2020, he was also involved with Gwin Wine and Beer LLC. Babin Wealth Management is a fee-only firm serving individuals and businesses with investment management and comprehensive financial planning. The firm applies a process grounded in asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client goals and risk tolerance.