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.

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 with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Merrill, and Bank of America prior to joining Sikorski Wealth Management in 2025. Sikorski Wealth Management provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, cyclical, and macroeconomic analysis to construct diversified portfolios and employs margin borrowing and options/derivatives within separately managed accounts.

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 25 years of industry experience, currently serving as the sole advisor at Wealth Management Solutions since 2003. He previously worked at Choreo, LLC from 2001 to 2003. Rosenthal is also a 50% owner and manager of WMS Fund Management, LLC, which manages a fixed income private placement investment. Wealth Management Solutions is a fee-only registered investment adviser that provides financial planning and investment advice to individuals, families, and select corporate and retirement-plan clients. The firm constructs diversified portfolios primarily using index funds and ETFs, tailoring strategies to client goals and cash-flow needs.

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, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments, Cetera Advisors, and Voya Financial Partners. Galloway also serves as president of MCTLR Inc., a family LLC, and is CEO of Galloway Asset Management, LLC. 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 through model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education, advisory services, and participant-level support.

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® certificant with 12 years of industry experience, currently serving as an advisor at Farnam Financial since 2019. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Farnam Financial primarily serves individual clients, including high-net-worth households, and offers a range of services such as discretionary investment management, financial planning, and retirement plan consulting. The firm employs a passively oriented, asset-allocation approach combined with fundamental analysis and is known for sponsoring a wrap-fee program and incorporating client testimonials in its marketing.

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.

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.