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 at Tactical Tax Wealth Management with nine years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at The Vanguard Group and various self-employed ventures. Outside of advising, he is the owner and CEO of Goodpoints, LLC, a volunteer development organization, and also works as a dog sitting contractor. 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 and shorter-term investment strategies, integrating financial planning, ERISA plan services, and third-party managers into its process.

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.

Darius Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 designations with two years of industry experience. His prior work includes roles at Next Financial Group, Inc., Charles Schwab, Calisi Financial, and Full Time Education. Sunstone Financial provides fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy focused on long-term holdings and customizes portfolios primarily using mutual funds, notably American Funds.

Gregory Brown is a financial advisor at West Coast Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Coast Financial Services and West Coast Capital Management since 2006. Outside of advising, he has sold insurance products since 1987. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting services. The firm employs a combination of strategic, dynamic, and tactical investment approaches grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

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.

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.

Mark Lewis is a ChFC® financial advisor at Sunlight Peaks Financial Partners, LLC with five years of industry experience. He previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners offers comprehensive financial planning through a Virtual Family Office and provides non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes buy-and-hold strategic asset allocation with a focus on private equity and alternative investments, using a liability-based framework tailored to clients’ goals.

Jacob Hall is a financial advisor at 3Roots Wealth Partners LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bradley Wealth Management LLC and Mutual of Omaha. 3Roots Wealth Partners provides discretionary investment management and financial planning services to individuals, pension plans, and profit-sharing plans. The firm employs modern portfolio theory combined with fundamental, technical, cyclical, and charting analyses, using strategies such as direct indexing, tax-loss harvesting, and factor tilts.

Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at several firms, such as Merrill, Centric Advisors, and Capital Markets IQ. Outside of advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm employs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and provides services in ERISA fiduciary capacities.

Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining Endeavor Advisors in 2025, he worked at Morgan Stanley and JPMorgan Chase Bank, N.A. among other firms. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a long-term, Modern Portfolio Theory-informed approach and offers client education seminars and estate planning facilitation that are relatively uncommon among similar advisers.

Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and General Southwest Insurance Agency. He is also involved in estate planning through Copper Canyon Law, assisting with trusts and wills. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers and conducting financial planning and asset-under-advisement reviews. The firm focuses on client onboarding, educational workshops, and non-discretionary recommendations while account management and trading are handled by third-party managers.

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.

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.

Sargon Zia is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Coherent Financial Advisers, LLC since 2016. He holds a Series 63 license and is based in Peoria, AZ. Coherent Financial Advisers provides advisory services to individuals, high-net-worth clients, small business owners, and other investment advisers, offering discretionary and non-discretionary portfolio management, financial planning, and subadviser arrangements. The firm employs multiple analytic techniques and implements strategies including long-term trading and options, tailored to client goals and risk tolerance.

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.

Elizabeth Ottersberg is a financial advisor at Process Design Capital Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been with Process Design Capital Management since 2014. 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 range of analytical methods and offers ERISA retirement plan services, including both advisory and full investment management roles.

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.