Craig Halver is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 credential and three years of industry experience. He has previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC, and served for over two decades with the Superstition Fire & Medical District. Halver is a board member of the Arizona Girls Lacrosse Association, participating in committees focused on health, wellness, and program development. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, providing discretionary portfolio management and participant-level services. The firm emphasizes financial education for public safety personnel and municipal plans, tailoring investment recommendations through a combination of model portfolios and third-party research.

Max Rossiter is a financial advisor at Biltmore Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation with 11 years of industry experience. He has been with Biltmore Wealth Management since 2015. Biltmore Wealth Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $440 million in discretionary assets across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Janaye Carracedo is a CFA® charterholder with five years of industry experience. She has worked at Envision Retirement LLC since 2022 and previously spent eight years at BMO Private Bank. Envision Retirement, LLC manages discretionary portfolios for individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a strategic asset allocation approach with an emphasis on tax-efficient portfolio management and offers financial planning and pension consulting services.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Sun Valley Advisory, she worked at several firms including Principal Financial Group and currently serves as a Senior Group Representative at Aflac Group Insurance, providing solutions to support employers and their employees. Sun Valley Advisory offers investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm’s non-discretionary advisory model emphasizes ETFs, individual equities, and third-party model strategies accessed through the AssetMark platform.

Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Todd Bendell is a CFP® professional with 13 years of industry experience, currently serving at Optima Capital Management. He has worked at Amphibian Capital since 2021 as a General Partner involved in portfolio management and previously spent six years with Merrill Lynch. Outside of his financial advisory role, he teaches yoga, breathwork, and sound at a Phoenix-based studio. Optima Capital Management provides wealth management, financial planning, and portfolio management services to individuals, families, and businesses, including retirement plan advisory and fiduciary support. The firm employs a goals-based approach using written investment policies and manages portfolios with a range of strategies, including traditional equities, fixed income, and ETFs.

Jennifer Burke is a financial advisor at Radix Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Radix Wealth since 2023, following prior experience at TBG Financial, LLC and Sea Mar Community Health Centers. In addition to her advisory role, she owns Kierland Insurance Services, LLC, a licensed insurance agency. Radix Wealth serves individuals, including high-net-worth clients, as well as trusts, estates, pension plans, nonprofits, and corporations. The firm employs a mixed analytical investment approach and provides discretionary portfolio management alongside integrated financial planning and access to direct indexing strategies.

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 with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors, LLC. Chavez is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management is a fee-based registered investment adviser that provides discretionary asset management, financial planning, sub-advisory services, 401(k) consulting, and ERISA plan support to individuals and small businesses. The firm employs a variety of analysis methods and strategies, including the use of derivatives and options, and operates with a small advisory team.

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 three years of industry experience. His work history includes time at Charles Schwab and Zenith Bank & Trust. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, family office services, and retirement plan consulting. The firm uses a tailored investment approach with a mix of securities, ETFs, alternatives, and third-party managers, supported by technical and cyclical analysis, and benefits from a formal affiliation with a banking and trust company that enables trustee and bill-payment services.

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 at Zenith Wealth Advisors with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked for Bank of America and Merrill for ten years. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, family office services, and retirement plan consulting. The firm offers tailored discretionary portfolios using a range of investment strategies and maintains a formal affiliation with a banking and trust company to provide trustee and bill-payment services.

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 four years of industry experience. He holds a Series 65 credential and has prior work experience at Brigham Young University and Mesquite High School. Outside of his advisory role, he has worked as a computer technician supporting a university humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on low-cost mutual funds and ETFs, and offers educational seminars to clients at no charge.

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.