Les Nesmith is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, holding a Series 65 designation and bringing 23 years of industry experience. He has been associated with CPA Advisory Services since 2002 and has provided accounting and CPA services through his own practice since 1983, allocating approximately 10% of his time to these activities. CPA Advisory Services, P.C. serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting. The firm integrates discretionary asset management with written plans and employs a multi-faceted investment process including the use of margin borrowing and derivatives, supported by CPA principals who also provide tax and accounting services.

William Hill is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aim Capital in Scottsdale, AZ. He has been with Aim Capital since 2012 and is also associated with LPL Financial since 2010. Outside of his advisory work, Hill is a business owner in the agriculture sector, managing land that produces hay for livestock. Aim Capital provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across 236 client relationships. The firm offers tailored portfolio management with discretionary and non-discretionary options, using a variety of securities and strategies, and sponsors a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Sandeep Shah is a Series 65-licensed advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He also serves as a Principal at NorthStar International Ventures, a technology consulting and advisory firm focused on software companies and the retail service industry. Shah devotes significant time to this non-investment-related business. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets, providing continuous investment management alongside various financial planning services. The firm combines passive and active strategies based on Modern Portfolio Theory and employs tactical deviations, derivatives, and options within its strategic asset allocation.

Garry Kachkovsky is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. He is also involved in managing K & F Real Estate, LLC, a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, including high-net-worth individuals, businesses, trusts, and retirement plans. The firm employs an asset-allocation strategy focused on diversified portfolios using low-cost mutual funds and ETFs, with customized solutions addressing risk tolerance, liquidity, tax circumstances, and client preferences.

Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked for six years at Ironwood Wealth Management, LLC, and three years at JPMorgan Chase & Co. He also has four years of experience affiliated with the University of Arizona. WLTH Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s approach emphasizes fundamental analysis and a generally long-term orientation with customized portfolio allocations using mutual funds and exchange-traded funds.

Christopher O'Brien is a financial advisor at Cole Wealth Management, LLC with 20 years of industry experience. He has held Series 65 and Series 66 licenses and has been with Cole Wealth Management since 2005. Outside of his advisory role, he sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and asset management through a holistic, actively managed approach, primarily utilizing mutual funds, ETFs, individual equities, and fixed-income securities.

Dillan Micus is a financial advisor at 345 Investment Advisory, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he is a board member of The Thunderbirds and owns a personal development company, Fresh 2.0 LLC. 345 Investment Advisory is an SEC-registered firm that manages discretionary portfolios primarily for trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm emphasizes plan-linked and institutional-style accounts, utilizing a combination of proprietary and third-party model portfolios with a diverse set of investment strategies.

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.

Cornelius Van Zutphen Jr. is a CFP® with 26 years of experience in the financial services industry. He has been with Intrinsic Wealth Counsel, Inc. since 2012. The firm provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. Intrinsic Wealth Counsel manages approximately $287 million in assets and emphasizes a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans.

Christian Mahan is a financial advisor at StoneCrest Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, LLC, Peyton Resource Group, USAA Investment Services Company, Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, and Northern Trust. 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 uses a primarily long-term investment approach, combining fundamental and technical analysis to set asset allocation and select investments, with discretionary portfolio management that often includes mutual funds and ETFs.

Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.

Jaden Gallion is a financial advisor at First Down Financial based in Scottsdale, AZ. He holds a Series 65 license and has three years of industry experience. His prior work includes roles at Allied Elite Financial, West Coast Financial, Mt. Spokane, and RW Gallion Inc. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals, pension, trust, and business clients. The firm employs a Modern Portfolio Theory-based, passive asset-class investment approach and actively engages in client education through newsletters, seminars, and workshops.

Brian Wiscombe is a CFP®-certified financial advisor with 12 years of industry experience, currently with StoneCrest Wealth Management, Inc. He previously worked at Edward Jones, Lincoln Investment, and Capital Analyst. Outside of his advisory work, he serves as President of the St. John Bosco Catholic School Dad's Club and is a member of the school's advisory board. He also serves on the board of 10-2 Technologies, a law enforcement technology firm. StoneCrest Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management focused on mutual funds, ETFs, and legacy positions aligned with client goals.

Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.

Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Charles Walling is a financial advisor with RBG Capital LLC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Morgan Stanley and Triad Advisors, Inc., and he has been with RBG Capital since 2016. Outside of his advisory role, he is a member of WC Pets LLC. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition support to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental and technical analysis and modern portfolio theory across various strategies and offers retirement plan consulting as a 3(21) fiduciary, third-party manager selection, and M&A advisory services.

John Henderson is a CFP® with five years of industry experience, currently serving as the sole advisor at Public Safety Financial/Galloway in Mesa, AZ. His prior experience includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. Outside of advising, he is involved in selling fixed and fixed indexed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm utilizes discretionary portfolio management with model portfolios and third-party research, specializing in financial education and advisory services for public safety personnel and municipal plans.