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.

Lucas Barnard is a financial advisor at Endeavor Advisors LLC in Phoenix, AZ, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as legal experience at Stone Canyon Law Plc and Bluestein Attorneys. Endeavor Advisors LLC provides investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension plans. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers client education and advisor-supervised estate planning, distinguishing it from peers.

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.

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® credentialed financial advisor with 12 years of experience, currently with Envision Retirement LLC. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of advisory work, he is an independent insurance agent and has served as a financial counselor to military families. Envision Retirement LLC serves individual clients, including high-net-worth individuals, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and pension consulting. The firm emphasizes strategic asset allocation using diversified portfolios of no-load mutual funds and ETFs, along with tax-efficient management techniques for non-custodied accounts.

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.

Alexander Cohen is a financial advisor at 3Roots Wealth Partners LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining 3Roots Wealth Partners in 2025, Cohen worked at Bradley Wealth Management, LLC for five years. 3Roots Wealth Partners offers discretionary investment management and financial planning services for individuals and businesses, including management of held-away retirement accounts using the fintech platform Pontera. The firm employs a multi-faceted investment approach incorporating modern portfolio theory, direct indexing strategies, tax-loss harvesting, quantitative portfolio optimization, and ongoing supervisory rebalancing.

Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Edward Jones. Sikorski Wealth Management provides portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis, combined with various asset-allocation strategies and periodic rebalancing.

Scott Abrahamson is a CFP® professional with 25 years of industry experience. He is currently with Wellspring Advisors, Inc. and has held previous roles at Oswego Wealth Advisors Inc., The H Group, Inc., and Kms Financial Services Inc. He has also been affiliated with Portland Community College for over two decades. Wellspring Advisors, Inc. serves individual clients, trusts, estates, charitable organizations, and retirement plans, providing comprehensive financial life planning, investment management, and administrative support for estate-document preparation. The firm uses a strategic asset allocation approach that includes managing a network of specialist money managers and incorporating tax-management techniques and alternative mutual-fund strategies.

David Rosenthal is a CFP® with 24 years of experience in financial advisory services. He has been with Wealth Management Solutions, LLC since 2003. He is a 50% owner and manager of WMS Fund Management, LLC, which manages a fixed income private placement investment and is involved in its day-to-day operations and winding down. Wealth Management Solutions serves primarily individuals and families, offering fee-only financial planning, investment management, and retirement-plan consulting. The firm employs a tailored, diversified investment approach focused on passive strategies with tactical adjustments and maintains a unique affiliation with a privately offered fixed-income fund.

James Dabbs is a financial advisor at Envision Retirement LLC with 40 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and founding Desert Horizons Financial, where he remains active. He is also a licensed real estate agent and has worked as an independent insurance agent. Envision Retirement LLC manages discretionary assets for individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a strategic asset allocation approach, primarily investing in no-load mutual funds and ETFs, and provides comprehensive financial planning and pension consulting services.

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 with Public Safety Financial/Galloway in Mesa, Arizona, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at Galloway Asset Management, LLC, and Purshe Kaplan Sterling Investments, among other firms. Galloway is also the president of MCTLR Inc., a family LLC, and serves as CEO of Public Safety Financial Insurance, an agency focusing 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 high-net-worth clients. The firm provides discretionary portfolio management through model portfolios and third-party research, with a specific emphasis on public safety personnel and municipal plans, and offers financial education and advisory services tailored to these clients.

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.