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.

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.

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 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.

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.

Keith Mahan is a CFP® with 33 years of industry experience, currently serving as an advisor at StoneCrest Wealth Management, Inc. He has previously worked at Lincoln Investment and Capital Analysts, Incorporated. Outside of his advisory roles, he is president of KCASHMAN 118 KYRENE LLC, a real estate management entity. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management primarily using mutual funds and ETFs.

Jared Daniel is a CFP® with 16 years of industry experience and serves as an advisor at Wealth Guardian Advisory, PLLC in Gilbert, AZ. He has been with Wealth Guardian Group PLLC since 2007. Outside of his advisory role, Jared owns several affiliated businesses involved in insurance brokerage, tax preparation, and legal document preparation. Wealth Guardian Advisory, PLLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios on a discretionary basis guided by documented Investment Policy Statements and offers various financial planning options without imposing account minimums.

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.