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.

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.

Blake Bottle is a ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.

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.

Robert Wong is a financial advisor at Capital Wealth Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial. Wong is also a partner and managing member of related business entities, including Capital Wealth Holdings LLC. Capital Wealth Alliance serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and participant account management. The firm employs firm-developed model portfolios and may use sub-advisers, managing portfolios with a range of investment strategies and tools.

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.

Jason Polit is a financial advisor with Vigilare Wealth Management LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Vigilare Wealth Management since 2011. Polit is also a managing member of Athlete Society LLC, a professional services company that provides financial coaching and related services specifically for professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm offers integrated wealth management with a dynamic investment approach that combines global macro and fundamental analysis, using proprietary risk assessment tools and ongoing portfolio oversight.

Barclay Vajda is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc., Merrill, and several other firms. Mr. Vajda is also a licensed insurance agent. Embark Wealth Management provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $57.4 million across about 369 client relationships, using portfolios that include mutual funds, equities, bonds, ETFs, REITs, private placements, and insurance products, guided by client-specific Investment Policy Statements.

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.

Brian Boll is a financial advisor at Heritage Family Offices, LLP with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Heritage Family Offices since 2024, following eight years at Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, using a blend of fundamental, technical, and cyclical analysis along with alternative and private investments when appropriate.

Matthew Rogers is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Public Safety Financial/Galloway and Galloway Asset Management since 2015 and previously at Modern Wealth Management, LLC. Rogers also served with the City of Mesa Fire and Medical Department for over three decades. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm specializes in discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans.

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.