Brian Rellihan is a CFP® professional with 22 years of industry experience, currently serving at Wise Wealth Partners, LLC since 2020. He previously worked at TIAA-CREF for seven years and holds adjunct professor duties teaching finance at Grand Canyon University. Outside of advisory work, he owns and operates Wise Tax Partners, focusing on income tax preparation. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach with multiple analysis methods and asset-allocation strategies, sponsoring its own wrap-fee program and offering broad investment options continuously monitored and rebalanced.

Kristopher Johnson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kai Wealth LLC and has previous experience at Raintree Capital Management, South Georgia Capital, and Timothy Financial Counsel. Johnson also serves as a portfolio manager for a private fund at Raintree Capital Management, dedicating part of his time to that role. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors. The firm employs a risk-managed portfolio approach using thematic equity strategies, alternative investments, and options-based overlays, offering both discretionary and non-discretionary services.

Abbey Brennan is a financial advisor at Acute Investment Advisory in Mesa, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Acute Investment Advisory since 2015. Brennan holds an inactive real estate license in Arizona. Acute Investment Advisory manages approximately $200 million across over 660 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach supplemented by a range of securities and uses sub-advisers and third-party model portfolios for support.

Matthew Rogers is a CFP® professional with 11 years of industry experience, currently serving at Public Safety Financial/Galloway. He has worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC, and served 33 years with the City of Mesa Fire and Medical Department. Public Safety Financial/Galloway is an SEC-registered adviser focused on public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management and participant-level services. The firm emphasizes financial education and advisory services for public safety personnel and municipal plans, tailoring investment recommendations to client objectives using model portfolios and third-party research.

Colby Hatch is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Leges Wealth Management, he worked at Cetera and Cetera Wealth Services. Outside of advisory work, he serves as a marketing consultant for American Outdoors, a cooler brand. Leges Wealth Management LLC provides discretionary wealth management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and uses a range of investment instruments and analytic approaches, typically exercising discretionary authority and offering performance-based fee options for qualifying clients.

David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.

Tina Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at CorePath Wealth Partners LLC. Her prior experience includes roles at Stratos Wealth Partners, Sentinel Advisory Group, and Custer Financial Services. Outside of her advisory work, she is involved in pet sitting and dog walking through Rover. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a fiduciary approach combining in-house portfolio construction and third-party platforms, emphasizing ongoing personal contact and structured educational programs such as its iStartFirst Financial subscription platform for women.

Annick Rodarte is a financial advisor with Wealth Guardian Advisory, PLLC, holding a Series 65 designation and eight years of industry experience. She has been with Wealth Guardian Advisory since 2017 and is also involved with Wealth Guardian Group, where she provides insurance sales and service, tax and accounting, and legal document preparation. Wealth Guardian Advisory, PLLC offers 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 based on documented Investment Policy Statements and employs fundamental, technical, and cyclical analysis, providing a range of planning services without account minimums.

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.

Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.

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 25 years of experience and is a principal at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. His background includes a long tenure at Kachkovsky & Fisher and involvement with K & F Real Estate, LLC. Kachkovsky & Fisher provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, corporations, and pension plans. The firm emphasizes strategic asset allocation, diversified portfolios using low-cost mutual funds and ETFs, and tax-aware implementation, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

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.

Mark Rauguth is a CFP® with 39 years of industry experience, currently serving as managing member of Immaculate Wealth Management, LLC in Mesa, AZ. He has worked at Gradient Securities, Overson & Rauguth & Assoc. LLC, and Precision Investments Inc., where he also holds an ownership role outside of investment advisory services. Immaculate Wealth Management, LLC is a fee-based adviser managing approximately $141 million for around 574 clients, primarily individuals including high-net-worth and non-HNW households. The firm provides discretionary portfolio management and financial planning using fundamental, technical, and cyclical analysis, and offers a range of strategies including long-term, short-term, trading, and options.