Keith Bolognese is a financial advisor with Alt Alpha Capital, LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at Quad Capital, LLC since 2013. Alt Alpha Capital, LLC acts as the general partner and manager of a private pooled hedge fund and provides discretionary portfolio management services to individual and high-net-worth clients. The firm’s investment process combines macro-driven, data-focused analysis with a mix of long- and short-term trading strategies and includes ESG considerations among its approaches.

Douglas Johnson is the sole advisor at Rockford Asset Management LLC in Anthem, AZ, holding a Series 65 credential and bringing 21 years of industry experience. He has worked at Rockford Asset Management since 2003. Rockford Asset Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, creating customized asset allocations and investment policy statements for each client.

Lisbeth Weiss is a financial advisor at Weiss Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has focused her practice on serving clients primarily in or near retirement. Weiss Financial Services is an independent, fee-only advisory firm that provides comprehensive financial planning and consulting to individuals, trusts, small businesses, and small nonprofit organizations. The firm emphasizes a non-discretionary investment approach grounded in modern portfolio theory, with a focus on retirement income, asset preservation, and tax planning.

Marcus Pimentel is a Series 65-licensed financial advisor with three years of industry experience. He currently serves at SL Capital and Foundations Investment Advisors, LLC. Outside of finance, he is involved in academic and tutoring services through Pimentel Academic Services and works as a designer and administrator with Prometheus Innovations LLC. SL Capital is a four-advisor team providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary and third-party model portfolios, with day-to-day management and reporting handled by a sub-adviser, tailoring allocations to client objectives.

Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of industry experience, currently affiliated with Foothills Advisors, LLC in Cave Creek, AZ. His background includes roles at Creative Planning, Keystone Wealth Partners, and various accounting and tax firms. He also owns Foothills Accounting & Tax, PLLC, a tax preparation business. Foothills Advisors serves individual and high-net-worth clients, as well as corporations and business entities, providing discretionary asset management and financial planning. The firm offers complimentary financial plans at the outset of portfolio management relationships and conducts public educational seminars, employing a mix of fundamental and technical analysis alongside Monte Carlo methods in its investment approach.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Timothy Maiefski is a financial advisor with Foothills Advisors, LLC in Cave Creek, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Vigilare Wealth Management and also operates as an insurance agent. Foothills Advisors serves individual and high-net-worth clients as well as corporations and business entities, providing discretionary asset management and financial planning. The firm offers complimentary financial plans to portfolio management clients and conducts public educational seminars, using a combination of fundamental and technical analysis alongside Monte Carlo methods in portfolio construction.

Zachary Brodt is a financial advisor at SL Capital in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and businesses, using model-driven portfolio implementation and access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and with 39 years of industry experience. His prior work includes over two decades at Midwest Financial Group, Inc., followed by roles at Securities America and Securities America Advisors. He has been with RK Retirement Solutions since 2017. RK Retirement Solutions provides discretionary and non-discretionary portfolio management and related advisory services to individuals and small businesses, focusing on documented investment strategies using a range of analytical methods. The firm typically manages accounts under discretionary authority and collaborates with third-party providers while engaging outside professionals only when clients retain them directly.

Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.

Phillip Wiltfong is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently an advisor at Buttonwood Capital Management and LPL Financial LLC, both positions he has held since 2023. Prior to this, he worked at STOA and FactSet. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides both discretionary and non-discretionary services.

Jeffrey Snell is a financial advisor at JR Snell Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2001. Prior to that, he was affiliated with JR Snell & Co. starting in 1997. JR Snell Capital Management, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis to select securities and ETFs, and offers financial coaching along with online planning tools.

Jeffrey Jones is a financial advisor with Foothills Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Foothills Advisors since 2018 and previously at Heritage Wealth Management, LLC. Outside of advisory work, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis along with Monte Carlo methods in portfolio construction and is notable for its public educational seminars and disclosure of borrowing and derivative use in separately managed accounts.

Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Schisler is also active as an insurance agent, dedicating significant time to insurance sales and services. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets through a four-advisor team, using an investment approach centered on asset allocation with model portfolios that include ETFs and fractional shares.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and Premier Southwest Planning Group. He serves as a board member for Child's Wish Ministry, a nonprofit organization. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning to individuals, business entities, and retirement plans. The firm manages approximately $52 million in assets using fundamental, technical, and cyclical analysis, with an actively managed Tactical Sector Rotation strategy and offers both ongoing portfolio management and modular planning engagements.

Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.