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.

Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.

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.

Gregory Bradstreet is a CFP® and CFA® with 17 years of industry experience. He currently serves as an advisor at Farnam Financial and has previously worked at Schwab Private Client Invest Advisory, Inc. since 2012. He is also an instructor at Grand Canyon University. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, employer retirement plan consultation, and consulting services for other RIAs. The firm emphasizes fundamental analysis and a predominantly passive investment approach, offers educational seminars including a public Retirement Makeover program, and operates a wrap fee program with ongoing financial planning for investment clients.

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.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. 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 primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.

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.

Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

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.

Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.

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.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors. He is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management LLC is a fee-based, discretionary investment adviser offering asset management, financial planning, and 401(k) consulting services. The firm uses a combination of fundamental, technical, and cyclical analyses to implement diversified ETF models, long-term holdings, and option strategies, operating with discretionary trading authority and conducting regular account reviews.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. 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 employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

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.

Parker Foltz is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Zenith in 2025, he spent ten years with Bank of America and Merrill. Outside of his advisory role, he is a co-owner of a family rental property in Tempe, Arizona. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with portfolio management, financial planning, family office services, and retirement plan consulting. The firm combines discretionary portfolio management with active strategies and offers trustee and bill-payment services through an affiliated banking and trust company.

Venkat Iyer is a financial advisor at Fjaka Wealth Management LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His background includes work preparing for Fjaka Launch and trading his own capital while completing a JD candidacy at Arizona State University. Fjaka Wealth Management LLC provides discretionary portfolio management, financial planning, and family-office advisory services to individuals and high-net-worth clients nationwide, primarily via virtual meetings. The firm employs a blend of fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.