Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Carlos Alvarado is the principal of Alvarado & Associates, LLC, an independent advisory firm based in Glendale, AZ. He holds a Series 65 designation and has eight years of industry experience. Prior to founding his firm, he worked with Althia Capital Advisors and currently holds a financial analyst role at Jacobs Solutions. Additionally, he is associated with Caudal Capital in Panama, where he holds a license to provide investment advisory services. Alvarado & Associates offers discretionary portfolio management to individuals and families, including high-net-worth clients, focusing on diversified portfolios that emphasize income generation, risk management, and long-term capital stewardship. The firm manages client accounts on a discretionary basis, conducting regular reviews and utilizing Interactive Brokers for execution and global access.

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 14 years of experience in financial advising. He is the sole advisor at True Fiduciary Financial Advisors, LLC, an independent firm he has led since 2021. Prior to founding True Fiduciary, he worked for Vanguard from 2014 to 2021. Additionally, Medina is active in real estate sales as a licensed Realtor, partnering with buyers and sellers in property transactions. True Fiduciary Financial Advisors primarily serves individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing 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 six years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Jonmark has been associated with Financial Partners of America LLC since 2011 and founded Valhalla Advisors LLC in 2020. Valhalla Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary portfolio management alongside financial and estate planning. The firm’s investment approach involves long-term trading based on cyclical, fundamental, and technical analysis and includes the use of derivatives and structured products tailored to each client.

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 principal of Moore Wealth Partners, LLC in Glendale, Arizona, holding Series 63, 65, and 66 licenses with 10 years of industry experience. She previously worked at Foundations Investment Advisors, LLC, McKinney Financial Group, and other firms. She also operates an insurance practice offering life, annuities, and long-term care products. Moore Wealth Partners provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a model-based investment approach using sub-advisors and third-party managers, with quarterly account reviews and plan updates.

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 at Nuakh Financial in Phoenix, AZ, holding a Series 66 designation with eight years of prior experience operating Cast Financial LLC and additional experience at Blue Trust and Northwestern Mutual Investment Services. He has been involved with Blue River Acres LLC since 2013. Nuakh Financial is a fee-only, independent investment adviser offering discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, with an investment approach based on asset allocation and Modern Portfolio Theory that incorporates both passive and active strategies alongside client-directed values-based screens.

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 credentials and 21 years of industry experience. His prior roles include positions at Wells Fargo Investments and Secure Investment Management, among others. In addition to his advisory work, he is a licensed insurance agent involved with annuity and insurance-related business activities. Scottsdale Wealth Advisory offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and qualified employer plans. The firm utilizes a primarily passive, model-based investment approach with third-party strategies and provides ERISA 3(38) fiduciary services along with insurance product offerings.

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® with 21 years of industry experience. He founded Yocum Wealth and previously worked at ARQ Wealth Advisors, LLC for 18 years and Vanguard Advisers for 3 years. Yocum Wealth serves individuals, small businesses, trusts, estates, high-net-worth clients, and charities through integrated wealth management that combines discretionary investment management with ongoing financial planning. The firm tailors investment strategies using fundamental and technical analysis alongside modern portfolio theory and manages 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.