Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.

Louis Di Muro is a financial advisor at Iron River Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and also operates a single-member CPA firm providing tax preparation services alongside a separate LLC offering life insurance and annuity sales. Louis has been with Iron River Capital since 2022. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, financial and estate planning, and account monitoring. The firm acts as a fiduciary, typically providing discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, and annuities.

Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.

Bruce Read is a financial advisor at Comprehensive Physicians Retirement Investing with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Nationstar Mortgage and South University. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented cash strategy and manages nearly 200 client accounts through a small, two-advisor team.

Zachary Lytle is a financial advisor with Wiser Advisor Group in Phoenix, AZ. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Wiser Advisor Group, he worked at RBC Capital Markets, LLC and Great Point Capital, LLC. He is also an active owner of Wiser Venture, LLC, a business engaged in investment banking activities. Wiser Advisor Group is an SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an investment process that integrates multiple analytical approaches and employs both long- and short-term strategies.

Brian Delfs is a Series 65-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and Modern Wealth Management, LLC. In addition to his financial advising career, Delfs serves as Fire Chief and CEO of the Avra Valley and Three Points Fire Districts, managing the budgets and operations of these rural fire districts. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management and participant-level services. The firm specializes in public safety personnel and municipal plans, providing financial education and advisory services tailored to these clients.

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Weinstein has held various roles including co-owner of The Cortez Inn LLC and managing member of Bull Canyon Ranch. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by providing discretionary asset management, modular financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers sub-advisory relationships with third-party money managers and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Christopher Toward is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 credentials. He has nine years of industry experience, including a nine-year tenure at The Vanguard Group, Inc., and prior roles as a self-employed advisor and contractor. Outside of financial advising, he is the owner and CEO of GoodPoints, LLC, a volunteer development business. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm employs a mix of long-term strategies and tactical tools such as options and structured notes, integrating financial planning, ERISA plan services, and third-party management within its investment process.

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC, First Financial Equity Corporation, and Mobivity Holdings Corp. SL Capital provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities through a four-advisor team. The firm manages approximately $206.3 million in discretionary assets, serving about 168 clients, and uses proprietary and third-party model portfolios with day-to-day trading overseen by a sub-adviser.

Brian Wruk is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Transition Financial Advisors Group, Inc. since 2001. Transition Financial Advisors Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, and estates through discretionary investment management and standalone financial planning. The firm is notable for its cross-border services focused on U.S.–Canada transitions, outsourced tax-preparation offerings, and the documented use of derivatives in client accounts.

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Patricia Lloyd is a CFP® with 20 years of industry experience and is currently affiliated with Ardent Wealth Management and Lifeworks Advisors, LLC. She has held roles at LPL Financial and has been involved with Ardent Wealth Management since 2013. Outside of advisory services, Patricia serves as president of External Executive Team, LLC, a non-investment business. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and charitable organizations. The firm employs a planning-based framework combined with risk-based allocation, utilizing multiple model strategies and a mix of securities, and offers specialized retirement plan consulting and ERISA 3(21) oversight.

Quang Pham is a financial advisor at Endeavor Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Endeavor Advisors, he worked in the hair and nail salon industry for over 30 years and currently provides nail technician services at Tribe Hair Company. He is also a licensed insurance agent involved in property casualty and life insurance sales. 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 employs a long-term, Modern Portfolio Theory-informed investment approach and offers additional services including educational seminars and advisor-supervised estate planning.

Jenna Biancavilla is a financial advisor with 16 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds a Series 66 designation and has worked at 17 Capital Partners since 2016. In addition to her advisory role, Biancavilla is a licensed mortgage loan originator and producing branch manager at Geneva Financial and owns Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining charting, fundamental, technical, cyclical, and quantitative analysis with an allocation framework based on Modern Portfolio Theory.

Logan Marcus is a financial advisor with Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He has worked at several firms including Alpha Omega Wealth and Cadaret Grant & Co., Inc. Marcus is also a co-host of the financial radio show "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm offers portfolio management, investment analysis, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary framework complemented by an affiliated insurance agency and estate-planning services.

Mark Lewis is a ChFC® with four years of industry experience. He has worked at Sunlight Peaks Financial Partners since 2021 and previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners serves a small, family-oriented client base, primarily accredited or qualified investors with at least $1 million in investable assets. The firm provides investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model that emphasizes buy-and-hold strategic asset allocation and documented due diligence for private funds.