Casey Johnston is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds the Series 65 designation and has worked at Galloway Asset Management since 2015 and Modern Wealth Management, LLC since 2025. Johnston was previously employed by Chandler Fire, Health, and Medical for 20 years. He is also an insurance agent authorized to sell fixed annuities with Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm uses model portfolios and third-party research to provide discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans.

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® and Series 66-registered advisor with four years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at 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 is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, with a focus on serving public safety personnel and municipal plans through financial education, training, and advisory 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.

Gina Wight is a financial advisor with Financial Life Planners, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Waddell & Reed. She is also an active insurance producer in Scottsdale, Arizona. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a customized portfolio approach combining fundamental and technical analysis, focusing on tax efficiency and utilizing low-cost mutual funds, ETFs, and individual securities.

Jeremyi Sanchez is a CFP® with 18 years of industry experience. He has been with Westmark Wealth Management since 2013. In addition to his financial advisory role, he contributes to and manages a YouTube channel called The People's Finance Channel, which posts educational videos. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based investment advisory services through recommending and overseeing third-party managers, with an investment approach focused on long-term security holdings and client-specific constraints.

Rachael Hodyno is a financial advisor at Scottsdale Wealth Planning, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with Scottsdale Wealth Planning since 2016. Scottsdale Wealth Planning primarily serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement-account advice. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios using individual securities, mutual funds, ETFs, and specialized instruments as appropriate.

Erik Anderson is a financial advisor at J.H. Darbie & Co., Inc. in Phoenix, AZ, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.H. Darbie & Co. and Saro Partners since 2017. Outside of his advisory role, he provides compliance consulting services, including both investment-related and non-investment-related consulting. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities, employing a combination of cyclical, fundamental, and technical analysis within value-oriented, tactical, and strategic asset allocation frameworks. The firm also participates in third-party adviser programs and sponsors a wrap fee program.

Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Mr. Minert is involved in consulting for financial technology firms through his company Advisor Virtual Pro and supports a diabetes coaching business connected to his family. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning to individuals and business entities, managing approximately $42.3 million in discretionary assets. The firm employs a multi-method investment approach including fundamental, quantitative, and technical analysis, and offers services such as personalized investment policy and regular portfolio monitoring.

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.

Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.

Jonel Tomines is a CFP® professional with six years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. His prior experience includes roles at Origin Financial, Mariner Wealth Advisors, and Ep Wealth Advisors. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm combines passive investment management with fundamental analysis and integrates accounting and tax-preparation services alongside its advisory platform.

David Feiler is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Westmark Wealth Management since 2013 and also maintains a role at Next Financial Group Inc. Outside of his advisory work, Feiler serves as chairman of the board for Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm focuses on recommending third-party money managers, providing ongoing oversight, and delivering non-discretionary consulting services, including alternative investments and retirement plan consulting.

Leah Nelson is a CFP®-certified financial advisor with four years of industry experience. She is currently with The Table Financial Planning LLC and previously worked at Del-Sette Capital Management and South Valley Services. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management and Modern Portfolio Theory to build diversified, tax-efficient portfolios tailored to client-specific Investment Policy Statements.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with a Series 65 credential and two years of industry experience. He has worked at BrightGuide Investment Advisors, AE Wealth Management, and Maximum Senior Benefits, among other positions. BrightGuide Investment Advisors, LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to guide investment decisions. The firm offers tailored model allocations across various asset classes and maintains an affiliation with an insurance agency.

Omar Bassal is a CFA® charterholder affiliated with 2201 Capital, LLC in Scottsdale, AZ. He began his career in the financial industry in 2020 at Shukr Investments and has been with 2201 Capital since 2026. Bassal has a total of over a decade of experience including a prior role at Masic from 2011 to 2020. 2201 Capital, LLC provides discretionary portfolio management and investment advisory services to a small client base consisting of individuals, high-net-worth individuals, charitable organizations, and business entities. The firm employs multiple analytical methods and trading strategies tailored to client objectives, maintains fiduciary standards, and conducts regular portfolio reviews and reporting.

Marcus Johnson is a CFP® with 15 years of industry experience, currently serving as Vice President of Investments and advisor at Johnson Financial Advisors in Tempe, AZ. He previously worked at Securities America, Inc and has been with Johnson Financial Advisors in various roles since 2012. Outside of his advisory duties, he is also involved as a licensed insurance broker, focusing on life insurance sales. 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 generally favors a long-term, tactical asset allocation approach using mutual funds, ETFs, and cash equivalents while managing roughly $301 million across nearly 300 clients.

Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Securian Financial Services, Inc., C.R.I. Securities, Inc., and Black Gould. Outside of advisory work, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and holds nonprofit board and committee positions with Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers customized portfolios utilizing ETFs, mutual funds, equities, fixed income, and selectively uses options, private funds, and independent managers, combining ongoing client communication with technology platforms for portfolio monitoring.