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.

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.

Sean Neel is a CFP® with 10 years of experience in the financial services industry. He is currently a financial advisor at Buttonwood Capital Management, where he has worked since 2019. His prior roles include positions at JP Morgan Securities and Edward Jones. Buttonwood Capital Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored investment portfolios and integrates tax, estate, and insurance considerations into client plans.

Joseph Mcinerney is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. for 19 years. Outside of his advisory role, he is an enrolled agent providing tax preparation and planning services through his independent business and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a range of investment strategies and integrates financial planning into its portfolio management offerings.

Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.

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.

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.

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.

Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.

I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

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.

Michael Frost is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding a Series 66 designation and bringing 17 years of industry experience. He is also the co-owner and CIO of Captivated Financial Group, LLC, and the owner of Frost & Associates, LLC, an insurance agency. Heritage Family Offices, LLP offers wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a combination of fundamental, technical, and cyclical analysis alongside alternative and private investments when appropriate.

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.

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.

John Henderson is a CFP® professional with five years of industry experience, currently advising through Public Safety Financial/Galloway in Mesa, AZ. His prior work includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. In addition to his advisory role, he is involved in selling fixed and fixed indexed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, managing discretionary portfolios and providing participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education, training, and tailored investment recommendations reviewed regularly by its Investment Oversight Committee.

William Lyall is a financial advisor at Public Safety Financial/Galloway with nine years of industry experience and holds a Series 65 designation. He has worked at Modern Wealth Management, LLC since 2025 and has been with Galloway Asset Management, LLC since 2017. Prior to his financial advisory career, Lyall spent 32 years with the City of Tempe Fire Department. He also serves as Vice Chairman and voting board member of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a specific emphasis on serving public safety personnel and municipal plans through financial education and advisory services.