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 at Public Safety Financial/Galloway with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisors LLC, and Voya Financial Partners, LLC. Galloway serves as CEO of Galloway Asset Management, LLC and is also involved with Public Safety Financial Insurance, an agency focused on insurance products for public safety personnel. 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 using model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to these groups.

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.

Claudiu Barbos is a financial advisor with Amplify Financial, LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at firms such as The Vanguard Group and Ashton Thomas Private Wealth. Outside of advising, he is also involved in real estate sales through HomeSmart Realty in Scottsdale, AZ. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, offering trading, reporting, and back-office support while allowing advisors to maintain direct client relationships and control investment decisions. The firm uses quantitative, systematic, and rules-based investment strategies and offers access to multiple independent managers and model portfolios through its platform.

Jonathan Bird is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Farnam Financial since 2019 and previously spent three years with Schwab Private Client Investment Advisory, Inc. Bird is based in Phoenix, AZ, and holds Series 63 and Series 66 licenses. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, retirement plan consultation, and RIA consulting. The firm emphasizes fundamental analysis and passive investment strategies, offers a wrap fee program, and provides educational content including a public "Retirement Makeover" video series.

Vincent Rossi is a CFP® professional with 36 years of industry experience, currently serving at Intelligent Capitalworks since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Rossi is a board member of the Help in Healing Home Foundation, where he participates in board meetings and supports the foundation's activities. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, including retirement plans. The firm constructs tailored portfolios focused on dividend growth, capital conservation, and tax control, combining in-house and third-party research with a long-term investment approach.

Roger Wilson is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with WJ Wealth Management in Glendale, AZ, where he provides investment advisory services. His career includes roles at LPL Financial and ownership interests in several related entities. WJ Wealth Management serves primarily individual and high-net-worth clients, offering asset management, financial planning, and consulting services. The firm manages approximately $261.5 million in discretionary assets and employs a tailored investment approach incorporating mutual funds, ETFs, equities, and fixed income, utilizing both fundamental and technical analysis.

Brent Emch is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Heritage Family Offices since 2022 and previously held roles at Heritage Wealth Management, Advisors' Pride, Strategence Capital, and LPL Financial. Outside of his advisory work, he is involved with a real estate entity, BJE Properties LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a mix of fundamental, technical, and cyclical analysis while incorporating alternative and private investments when appropriate.

Grant Kamin is a financial advisor at Dynic Wealth Management LLC in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James Financial Services, and Continuum Wealth Management. Outside of his advisory role, he is the owner of TC Ticket Experience, Inc., where he focuses on vision, delegation, and strategy. Dynic Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment approach, incorporating a range of securities and tailored asset allocation based on client objectives.

Delmar Blackhorse is a financial advisor at Mette Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tallsalt Advisors since 2015. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios designed to manage downside risk, and it operates with a modest number of client relationships relative to its assets under management.

Trevor Cross is a financial advisor with GPS Investments in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mutual Securities, Mutual Advisors, and MML Investors Services. Outside of his advisory work, he is also a licensed insurance agent involved in insurance sales and implementation. GPS Investments provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm manages approximately $128 million in discretionary assets and employs a fundamentally driven, long-term investment approach with periodic portfolio reviews and rebalancing.

Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bull Harbor Capital, Pacific Advisors, and Westpac Wealth Partners. Outside of advising, Winters has experience with True Shot Ammo and has engaged in work related to business coaching and nonprofit leadership. Beacon Freedom Advisory, LLC serves individuals, high-net-worth clients, and charitable organizations by offering co-advisory investment management through Matson Money along with financial planning and retirement consulting. The firm primarily uses Matson Money’s proprietary asset-allocation models and applies modern portfolio theory, focusing on tailored client portfolios within this platform.

Andrew Ficarra is a financial advisor at Cadence Wealth Management, LLC in Tempe, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. His prior roles include positions at Signature Resources Capital Management, LPL Financial, and The Vanguard Group. Cadence Wealth Management serves individual and high-net-worth clients, offering investment supervisory services, financial planning, and retirement plan consulting. The firm employs a combination of modern portfolio theory, fundamental analysis, and tactical asset allocation, managing primarily non-discretionary accounts.

Bryant Andrus is a CFP® with 16 years of industry experience and currently serves as an advisor at SBC Investment Management, LLC. His prior experience includes roles at U.S. Bank and Keats, Connelly and Associates, LLC. He is also the owner of State Bird Corporation, a consulting firm that offers financial, tax, and business solutions. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm integrates fundamental and quantitative analysis with asset allocation and employs both long- and short-term trading strategies tailored to client needs.

Jerry Gray is a CFP® with 34 years of experience in the financial services industry. He is currently with Graystone Partners Wealth Management, LLC, where he has worked since 2020, and has prior experience with LPL Financial, LLC dating back to 2003. Gray also has involvement with several business activities related to investment advisory and real estate. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific factors, utilizing mutual funds, ETFs, individual equities, and strategies including options and borrowing within client accounts.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Thomas Marki is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Axiom Founders Family Office since 2021 and at Axiom Risk Management, LLC since 2022. Marki’s activities include insurance production through Axiom Risk Management. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts. The firm uses a tactical allocation strategy incorporating fundamental and cyclical analysis and offers portfolio management alongside financial planning and personalized support.

Samuel Olson is a financial advisor with Bonsai Financial in Phoenix, AZ, holding a Series 65 credential and 10 years of industry experience. He previously worked at Secured Retirement Advisors, LLC and Strategy Financial Services. Olson is also involved with Bonsai Insurance Services, LLC, where he consults 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 manages portfolios through an asset-allocation approach using ETFs, mutual funds, and variable annuity sub-accounts, typically operating on a discretionary basis.