Heather McClain is a CFP® with 19 years of industry experience currently with Prospera Capital Management, LLC. She previously worked for 12 years with The Vanguard Group, including Vanguard Advisers and Vanguard Marketing Corporation. She serves as president of the Hacienda Royale HOA board in Phoenix, AZ. Prospera Capital Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm builds individualized portfolios across multiple asset classes and provides ongoing monitoring and business-oriented planning services.

Matthew Kester is a Series 65-licensed financial advisor at Ardent Wealth Management with one year of industry experience. He has held roles at several companies, including Southwest Spark Syndicate, National DCP, and Fisher Industries. Outside of his advisory work, he is involved with Southwest Spark Syndicate, LLC. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based framework alongside a risk-based allocation strategy, utilizing model portfolios, mutual funds, ETFs, individual securities, and alternatives informed by quantitative and fundamental research.

Joshua Scott is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding a Series 66 designation. He has been with Clarity Wealth Management and associated with LPL Financial since 2025, with no prior industry experience before that. He has also been a full-time student since 2011. Clarity Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm manages accounts primarily on a discretionary basis and employs a broad range of investment strategies while using model portfolios and aggregated trading practices to serve a high client load per advisor.

Philip Johnson is a CFP® with 48 years of experience in the financial services industry. He is the president of Johnson Financial Advisors in Tempe, AZ, where he has worked since 1981 following a long tenure at Securities America, Inc. Outside of advisory work, he owns and manages commercial and residential real estate through separate entities. Johnson Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm primarily uses mutual funds, ETFs, and cash equivalents in portfolios and offers ongoing oversight and written financial plans.

Christopher Carracedo is a CFP® professional with 13 years of industry experience. He is currently with Envision Retirement LLC and has previously worked at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., LPL Financial, and Nestwise LLC. Carracedo also serves as an independent insurance agent and has provided financial counseling to military families. Envision Retirement LLC advises individual clients, including high-net-worth individuals, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach emphasizes strategic asset allocation using diversified portfolios primarily composed of no-load mutual funds and ETFs, managed with consideration of tax efficiency and transaction costs.

Michael Druckman is the sole advisor at Envision Capital Management Ltd, an independent firm based in Scottsdale, AZ. He holds over 16 years of industry experience and has been affiliated with Envision Capital Management Ltd. since 1982. Outside of his advisory role, he is a co-founder and passive investor in World Music Stage, a web-based platform aimed at promoting undiscovered musicians. Envision Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension and 401(k) plan consulting, general financial and business consulting, and insurance product sales. The firm also manages a private pooled investment vehicle and utilizes a buy-and-hold investment approach with dividend reinvestment, focusing on fundamental analysis and continual portfolio monitoring.

Alexander Cohen is a financial advisor at 3Roots Wealth Partners LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining 3Roots Wealth Partners in 2025, Cohen worked at Bradley Wealth Management, LLC for five years. 3Roots Wealth Partners offers discretionary investment management and financial planning services for individuals and businesses, including management of held-away retirement accounts using the fintech platform Pontera. The firm employs a multi-faceted investment approach incorporating modern portfolio theory, direct indexing strategies, tax-loss harvesting, quantitative portfolio optimization, and ongoing supervisory rebalancing.

Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Merrill, and Bank of America prior to joining Sikorski Wealth Management in 2025. Sikorski Wealth Management provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, cyclical, and macroeconomic analysis to construct diversified portfolios and employs margin borrowing and options/derivatives within separately managed accounts.

Scott Abrahamson is a CFP® professional with 25 years of industry experience. He is currently with Wellspring Advisors, Inc. and has held previous roles at Oswego Wealth Advisors Inc., The H Group, Inc., and Kms Financial Services Inc. He has also been affiliated with Portland Community College for over two decades. Wellspring Advisors, Inc. serves individual clients, trusts, estates, charitable organizations, and retirement plans, providing comprehensive financial life planning, investment management, and administrative support for estate-document preparation. The firm uses a strategic asset allocation approach that includes managing a network of specialist money managers and incorporating tax-management techniques and alternative mutual-fund strategies.

David Rosenthal is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Wealth Management Solutions since 2003. He previously worked at Choreo, LLC from 2001 to 2003. Rosenthal is also a 50% owner and manager of WMS Fund Management, LLC, which manages a fixed income private placement investment. Wealth Management Solutions is a fee-only registered investment adviser that provides financial planning and investment advice to individuals, families, and select corporate and retirement-plan clients. The firm constructs diversified portfolios primarily using index funds and ETFs, tailoring strategies to client goals and cash-flow needs.

James Dabbs is a financial advisor at Envision Retirement LLC with 40 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and founding Desert Horizons Financial, where he remains active. He is also a licensed real estate agent and has worked as an independent insurance agent. Envision Retirement LLC manages discretionary assets for individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a strategic asset allocation approach, primarily investing in no-load mutual funds and ETFs, and provides comprehensive financial planning and pension consulting services.

Joseph McCabe III is a CFP® professional with 25 years of industry experience, currently serving at Vestpointe Wealth Management, LLC in Scottsdale, AZ. He has operated his own CPA practice since 2006, focusing on tax preparation and consulting. In addition to his advisory work, Mr. McCabe is a licensed insurance agent, offering life, health, and fixed annuities. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, providing wealth management, financial planning, and trust administration services. The firm uses a combination of macro, fundamental, and technical analysis to manage discretionary portfolios guided by written investment policy statements.

Kevin Churchill is a CFP® and CFA® with 12 years of industry experience. He is currently with Forefront and has held roles at firms including WaterRock Global Asset Management, First Western Trust, and US Bank. Outside of his advisory work, he serves on the advisory board of Orion First Financial and is a co-owner of a drip bar franchise through HI Revitalize Inc. Forefront provides investment management and financial planning to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management and comprehensive planning services across retirement, estate, tax, and special-needs topics. The firm develops individualized investment policies and utilizes third-party managers while maintaining multiple affiliated businesses and a formal Special Needs Planning service.

Michael Galloway is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments, Cetera Advisors, and Voya Financial Partners. Galloway also serves as president of MCTLR Inc., a family LLC, and is CEO of Galloway Asset Management, LLC. 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 through model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education, advisory services, and participant-level support.

James Schwartz is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Strategic Wealth Advisors, LLC since 2007. The firm serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management along with standalone financial planning and consulting. Strategic Wealth Advisors employs a mix of analytical methods and offers a WealthBuilder program for younger clients connected to existing clients or meeting certain savings criteria.

Ehren Haymore is the sole advisor at R.H. Investment Group, LLC in Scottsdale, AZ, holding Series 65 and Series 66 credentials with 24 years of industry experience. He has served as a director of Viersen Oil & Gas Co. since 2019, contributing to organizational governance. R.H. Investment Group provides discretionary investment advisory and portfolio management services to individuals and business entities, managing approximately $213.6 million in assets for about 35 households. The firm employs fundamental, technical, and cyclical analysis across various asset classes and strategies, including the use of options for hedging, while maintaining a concentrated client roster and relying on Charles Schwab for custody and operational support.

Jonathan Bird is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Farnam Financial since 2019. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Farnam Financial primarily serves individual clients, including high-net-worth households, and offers a range of services such as discretionary investment management, financial planning, and retirement plan consulting. The firm employs a passively oriented, asset-allocation approach combined with fundamental analysis and is known for sponsoring a wrap-fee program and incorporating client testimonials in its marketing.

Keith Mahan is a CFP® with 33 years of industry experience, currently serving as an advisor at StoneCrest Wealth Management, Inc. He has previously worked at Lincoln Investment and Capital Analysts, Incorporated. Outside of his advisory roles, he is president of KCASHMAN 118 KYRENE LLC, a real estate management entity. 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 employs a long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management primarily using mutual funds and ETFs.

Jared Daniel is a CFP® with 16 years of industry experience and serves as an advisor at Wealth Guardian Advisory, PLLC in Gilbert, AZ. He has been with Wealth Guardian Group PLLC since 2007. Outside of his advisory role, Jared owns several affiliated businesses involved in insurance brokerage, tax preparation, and legal document preparation. Wealth Guardian Advisory, PLLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios on a discretionary basis guided by documented Investment Policy Statements and offers various financial planning options without imposing account minimums.

Josh Pollard is a CFP® professional with six years of industry experience. He is currently with Fern Financial Group, LLC and has prior experience at One Capital Management, LLC, Arista Wealth Management, and Frandsen Morrill Advisors. Pollard serves as a board manager for Renew Biotechnologies, a molecular diagnostics and R&D company. Fern Financial Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, financial planning, family office, and retirement plan consulting. The firm manages retail portfolios using model portfolios focused on ETFs and equities and is a general partner of a private pooled fund investing in biotechnology and diagnostic companies.