Ryan Loynd is a financial advisor at BrightGuide Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and ChangePath, LLC. In addition to his advisory role, Loynd is the CEO of an insurance sales business affiliated with BrightGuide Financial. BrightGuide Financial provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to tailor investment strategies. The firm also offers insurance products through licensed advisors and refers clients to third-party advisers when appropriate.

Montel Hawkins is a financial advisor at Modern Wealth LLC with a Series 65 designation and three years of industry experience. He has worked at several firms including Terra Wealth Management, Renaissance Marriott, and Thompson Financial Group. Hawkins is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency offering life, disability, long-term care, and annuity products. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term investment horizon.

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.

Michael Bosen is a financial advisor at GBG Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallacher Capital Management LLC and Gallacher, Bosen & Goodman PLLC. Outside of his advisory role, he is involved in tax preparation, accounting, and consulting through Gallacher, Bosen & Goodman PLLC. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm employs a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

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.

Andreas Hoefer is a financial advisor at West Coast Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at West Coast Capital Management since 2021 and TrueNorth Retirement Planning since 2020. Outside of his advisory role, he is a licensed life and health insurance producer and owns TrueNorth Retirement Planning, LLC, which handles commission payments from insurance product sales. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives 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.

Anthony Culotta is a Certified Financial Planner® with 12 years of industry experience. He is currently with Freedom Family Office, LLC in Mesa, AZ, where he has worked for one year following a 13-year tenure at Robert W. B. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm emphasizes tailored portfolios based on written Investment Policy Statements, continuous monitoring, and fiduciary oversight.

Reese Hinton is a CFP® professional with eight years of industry experience, currently serving at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, Integrated Wealth LLC, REDW Wealth LLC, and Phoenician Wealth Management. Madrid Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes personalized asset allocation and risk profiling, utilizing a blend of passive and active strategies, and integrates tax services and educational offerings within its coordinated service model.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with three years of industry experience. He holds a Series 65 designation and has worked at Harvard Avenue since 2022. Outside of advising, he has been a student at Brigham Young University, where he also worked as a computer technician supporting the humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning for individual investors, including high-net-worth clients and retirement plans. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs with broad global diversification, and offers educational seminars and classes as part of its client services.

Taylor Roncancio is a financial advisor with Quantumvest, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Quantumvest since 2014. Outside of advisory work, Roncancio is involved in e-commerce through part ownership of a company selling baby products and an online trading course business. Quantumvest serves individual and high-net-worth clients, trusts, estates, retirement plans, and small businesses, offering discretionary portfolio management, retirement plan consulting, and wealth-planning services. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions.

Cean Kenefick Rogers is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at WLTH Capital Management, LLC since 2025 and previously spent 10 years at Ironwood Wealth Management, LLC. Outside of his advisory role, he serves as treasurer for the Wellington Estates Homeowner Association. WLTH Capital Management advises individuals, high-net-worth clients, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, cash-management solutions, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and manages over $200 million in client assets while offering services such as 3(38) investment fiduciary roles for retirement plans and using third-party platforms for held-away account access.

Drew Peterson is a financial advisor at Witnauer Sloan & Associates LLC in Scottsdale, AZ, holding a Series 65 designation with 15 years of industry experience. He has been with Witnauer Sloan & Associates since 2008. Outside of his advisory role, Peterson is involved in accounting work for Shamrock Foods in Phoenix. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm provides discretionary and non-discretionary asset management, written financial planning, and occasional public seminars, employing both fundamental and technical analysis in its investment approach.

Brendan Turelli is a financial advisor with 9 years of industry experience, currently affiliated with 345 Investment Advisory, LLC. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is involved in an outside insurance business. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services primarily to institutional clients such as trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm uses proprietary and third-party model portfolios, incorporates a range of investment strategies, and employs platform and sub-adviser arrangements to support its operations.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.

Gabriel Sirvent is a financial advisor at Lifestyle Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for four years at Keystone Law Firm. Lifestyle Planning provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm offers non-discretionary portfolio management, comprehensive financial plans, and a Retirement Management Office™ program, managing approximately $43 million in non-discretionary assets.