William Lyall is a Series 65-licensed financial advisor with Public Safety Financial/Galloway, based in Mesa, AZ, and has nine years of industry experience. He has worked at Galloway Asset Management since 2017 and Modern Wealth Management since 2025. Prior to his financial services career, he served for 32 years with the City of Tempe Fire Department. Lyall is also the Vice Chairman of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm emphasizes discretionary portfolio management and participant-level services, with a particular focus on public safety personnel and municipal plans.

Jayson Moss is a CFA charterholder with over four years of industry experience, currently serving at Evolve Wealth Advisors LP. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of advising, he provides corporate consulting on investor relations and capital markets and serves on the board of an agricultural services company in Alberta, Canada. Evolve Wealth Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm supports both direct clients and other registered advisers with services such as cross-border planning and employs a disciplined investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods.

Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

About Trent White, CFP®, JD, LLM A little background on my journey to becoming a financial advisor. From a young age, I developed a profound interest in managing finances. I started investing in stocks when I was 12 years old using the modest income I earned from delivering newspapers. After I delivered those papers I often read the business, sports, and humor sections, which fueled my growing curiosity about investing. My father and grandfather played instrumental roles in expanding my knowledge of stocks, bonds, ETFs, options, and more. My late mother also played a pivotal role, instilling in me invaluable money skills and principles like saving for college and embracing charitable giving. Even before I could drive, she inspired me to launch my first business—lawn aeration! This fueled my entrepreneurial spirit and taught me the value of the dollar. I've always been fascinated by the power of compounding growth and how money can do good in the world. It's not just about making life more enjoyable by saving for fantastic trips (I love to travel!), but about using money as a force for positive change. That's why, while studying Financial Economics in college, I made up my mind to become a financial planner and help others manage their money wisely. During and after my formal education, I seized valuable opportunities to expand my knowledge and expertise. I actively sought out practical experiences, both as a volunteer and as a paid income tax preparer. Additionally, I delved into life insurance, initially as a captive agent and later as an independent one. These experiences provided valuable insights into different aspects of financial planning.. Eager to broaden my knowledge further, I pursued a law degree at BYU, passed the bar exam, and obtained esteemed credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and other securities licenses. I later completed a post-law degree from Georgetown, a Tax LL.M. (Master of Laws in Taxation) with a Certificate in Estate Planning. For more than a decade now, I've been working with high-net-worth and ultra-high-net-worth individuals, helping them navigate investments and plan for their financial future. Most recently, I managed a book exceeding $1 billion in assets under management for approximately 150 ultra-high-net-worth households that were part of Vanguard’s Personal Advisor Services. Guided by a wealth of experience and knowledge, I am eager to utilize my skills to help you achieve your goals!

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Alec Blomquist is a financial advisor at Rovin Capital with a Series 65 designation and five years of industry experience. He has worked at Rovin Capital since 2020 and previously at CW Advisors, LLC. Rovin Capital provides personalized financial planning and investment advisory services to individuals and institutions, employing a customized, fundamental-analysis approach with ongoing account monitoring. The firm manages approximately $917 million in assets and acts as manager, sponsor, and adviser to multiple private pooled vehicles and real-estate-related offerings.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

He Ma is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 63 registrations with 10 years of industry experience. His prior roles include positions at GoHealth, Strategic Healthcare Financial Advisors, and UnitedHealthcare. He is also involved in independent health insurance agency work and business ownership through JM Capital Group LLC. CSP Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, emphasizing portfolio construction and ongoing monitoring in line with Modern Portfolio Theory. The firm also manages workplace accounts and offers co-advisory and donor-advised account support.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Andrew Majd is a financial advisor with Dew Wealth Management in Scottsdale, AZ. He holds a Series 65 designation and has five years of industry experience. Prior to joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America, Merrill Lynch. Outside of his advisory role, he has experience working with a menswear business and participated in the Sawdust Festival of the Arts. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and ongoing services.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.

Christy Pater Schmitt is a financial advisor at Fortitude Family Office with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bridgelight Capital, and Wedbush Securities Inc. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing customized portfolios across various investment vehicles and overseeing illiquid private credit and real estate-credit investments.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

Scott Sollars is a CFP® professional with 25 years of experience in the financial advisory industry. He currently works with Benefit Financial Services Group in Phoenix, AZ, and has previously held multiple roles at Schwab Wealth Advisory, Inc. since 2016. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, managing $1.53 billion in discretionary assets and consulting on $18.0 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates a range of asset types and specialized strategies, including options-based borrowing programs and cryptocurrency exposure protocols.

James Dew is a CFP® and ChFC® with 22 years of industry experience and has been a principal at Dew Wealth Management since 1999. He is a licensed insurance agent who maintains licensure solely for trail commissions and serves as an independent trustee for trusts of non-clients. Dew is also an author of educational books on investing and financial planning, from which he continues to receive royalty payments. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and often coordinates directly with other client professionals as part of its Virtual Family Office and Wealth Accelerator programs.

William Lee is a CFP® and CFA® with 14 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and has previously been with Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. Outside of his advisory role, he is a managing member and part-owner of a recreational company, Fun Times AZ LLC. ARQ Wealth Advisors serves individual and institutional clients through fee-only asset management and financial planning, employing a disciplined investment process that includes derivatives and options strategies within separately managed accounts. The firm blends traditional and alternative investment exposures while maintaining a formal fiduciary standard.

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.