Samuel Olson is a financial advisor at Bonsai Financial in Phoenix, AZ, holding a Series 65 designation with nine years of industry experience. Prior to joining Bonsai Financial, he worked at Secured Retirement Advisors and Strategy Financial Services. Olson is also involved with Bonsai Insurance Services, where he consults clients on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm uses an asset-allocation approach with ETFs, mutual funds, and variable annuity sub-accounts, managing accounts primarily on a discretionary basis.

Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.

Jameson Zimmerman is a Series 65-registered advisor with Templeton Financial Services Inc. in Chandler, AZ. He has been with Templeton since 2024 and has prior work experience outside the financial industry, including at Sprout's Farmer's Market. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach tailored to client objectives and risk tolerance, and is notable for its transparency in referencing third-party ratings and publishing performance figures.

Joseph Arsenault is a financial advisor at Arbor Wealth Management, LLC in Tempe, AZ, holding the PFS™ designation with 13 years of industry experience. He has worked with Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, LLC. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, managing approximately $107 million across about 105 client households. The firm employs model-driven, ETF-focused strategies tailored to client risk profiles and conducts portfolio management and financial planning reviews regularly.

Christopher De Chant is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 designation and has a background that includes positions with Arizona Game and Fish, the Arizona Fire and Medical Authority, and multiple fire departments. In addition to his advisory role, he manages the Ben Avery Shooting Facility as part of his work with Arizona Game and Fish. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management through model portfolios tailored to clients’ objectives and risk tolerance. The firm focuses on public safety personnel and municipal plans, providing financial education and advisory services to these specialized groups.

Andrew Gerhartz is a CFP® with 15 years of industry experience, currently serving at Bridge the Gap Retirement Planners in Phoenix, AZ. He previously worked for six years at Schwab Private Client Investment Advisory, Inc. Gerhartz is co-owner of The Money School LLC, through which he provides general financial education to a broad audience. Bridge the Gap Retirement Planners serves individual and high-net-worth clients with investment management and financial planning across multiple areas, including retirement, estate, and tax planning. The firm manages approximately $49 million in wrap fee programs for about 32 clients and offers collaborative, software-supported financial planning services.

Alexander Pehar is a financial advisor at Optima Capital Management in Tempe, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Optima Capital Management in 2022, he worked in various roles including positions at Arizona State University and Oldschool Engineering. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans, trusts, and employer-sponsored programs. The firm employs a goals-based process with an Investment Policy Statement for each client and uses multiple analysis methods in portfolio construction, while offering client education and periodic seminars.

Joseph Police is a financial advisor at Red Night Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spiegelman Wealth, Frey Financial, and Tek Systems prior to joining Red Night Capital. Outside of advising, he is a partner in a Scottsdale landscaping company specializing in landscape architecture and water management. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques, and offers an Advanced Derivatives Overlay strategy that includes complex option and futures strategies to create synthetic lending or borrowing solutions.

Steven Wheeler is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Outside of his advisory roles, he was involved with Victory Worship Center for two years. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a particular focus on providing financial education and advisory services to public safety personnel and municipal plans.

Craig Halver is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona, holding a Series 65 license and three years of industry experience. He previously served for 23 years with the Superstition Fire & Medical District and has been with Galloway Asset Management since 2023. Halver is a board member and director of the Arizona Girls Lacrosse Association, contributing to health and wellness as well as growth and development initiatives. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel. The firm provides discretionary portfolio management using model portfolios and third-party research, alongside participant-level services such as enrollment assistance and investment advice.

Max Rossiter is a financial advisor at Biltmore Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation with 11 years of industry experience. He has been with Biltmore Wealth Management since 2015. Biltmore Wealth Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $440 million in discretionary assets across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Janaye Carracedo is a CFA® charterholder with five years of industry experience. She has worked at Envision Retirement LLC since 2022 and previously spent eight years at BMO Private Bank. Envision Retirement, LLC manages discretionary portfolios for individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a strategic asset allocation approach with an emphasis on tax-efficient portfolio management and offers financial planning and pension consulting services.

Lee Garcia is a CFA® charterholder with 22 years of industry experience. He has been with Five Mile River Investment Management, LLC since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and individual accounts, managing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach with concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.

Montel Hawkins is a financial advisor at Modern Wealth LLC with a Series 65 designation and three years of industry experience. He has worked at several firms including Terra Wealth Management, Renaissance Marriott, and Thompson Financial Group. Hawkins is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency offering life, disability, long-term care, and annuity products. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term investment horizon.

Todd Bendell is a CFP® professional with 12 years of industry experience, currently serving at Optima Capital Management. He has previously worked at Merrill Lynch and is a general partner at Amphibian Capital, a private fund for alternative assets. Outside of finance, he teaches yoga, breathwork, and sound at Ecstatic Vinyasa in Phoenix. Optima Capital Management provides wealth and portfolio management services to individuals, high-net-worth clients, retirement plans, and trusts. The firm employs a goals-based process with discretionary portfolio management, combining multiple analysis methods, and offers client education through seminars and webinars.

Michael Bosen is a financial advisor at GBG Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallacher Capital Management LLC and Gallacher, Bosen & Goodman PLLC. Outside of his advisory role, he is involved in tax preparation, accounting, and consulting through Gallacher, Bosen & Goodman PLLC. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm employs a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Armando Roman is a financial advisor at Axiom Founders Family Office, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked with Independent Financial Group, LLC and Axiom Financial Resources, Inc. Roman is also the owner of a tax preparation and accounting firm and serves as treasurer for the Arizona Hispanic Chamber of Commerce. Additionally, he chairs the investment management committee for the Roman Catholic Diocese of Phoenix and manages educational and business valuation entities in Scottsdale. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation approach aimed at risk reduction and performance enhancement, offering personalized services including discretionary portfolio management, Personal CFO support, and retirement plan consulting.

Charles Luong is a financial advisor with Endeavor Advisors LLC in Phoenix, AZ, holding a Series 65 credential and eight years of industry experience. He has worked at Endeavor Advisors since 2020 and previously held roles at LifeTyme Financial Advisors and World Financial Group. Luong serves as a board member of the Vietnamese Community Assistance Foundation. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm typically follows a long-term, Modern Portfolio Theory-informed approach and offers periodic educational seminars and estate planning support.

Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Zenith Bank & Trust and Charles Schwab. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a variety of investment vehicles and employs both discretionary management and third-party oversight, with a notable affiliation to a bank and trust company that supports trustee roles and integrated Family Office offerings.

Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.