James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily 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 strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm uses fundamental analysis with a long-term focus and employs defined options strategies for eligible accounts, offering both discretionary and non-discretionary advisory services.

Eric Gomez is a financial advisor at SG Wealth Managers LLC in Scottsdale, AZ, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and USAA financial services. Additionally, he is the owner and an insurance agent at SG Insurance and Estate Services LLC, where he sells life, disability, and health insurance. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm combines fundamental analysis with a long-term trading approach and offers specialized options strategies alongside comprehensive investment management and planning services.

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Arthur Doglione is a financial advisor at Alpha Fiduciary with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has led Alpha Fiduciary since 2007. Alpha Fiduciary provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a detailed client discovery process and proprietary asset-allocation models to create custom portfolios across multiple asset classes, with oversight from an investment committee and management of an SEC-registered mutual fund.

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He previously worked at firms including Cantor Fitzgerald & Co. and Emerson Equity LLC. Outside of his advisory role, he is a fixed insurance agent. APEX Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and businesses. The firm manages approximately $122 million in assets using model portfolios with a focus on asset allocation, often delegating trading to sub-advisers while maintaining oversight.

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Foundations Investment Advisors and First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm employs proprietary and third-party model portfolios and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.

Logan Marcus is a financial advisor at Sun Valley Advisory with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Alpha Omega Wealth, Cadaret Grant & Co., and Appreciation Financial. Outside of advisory work, he co-hosts a financial radio show called Cover Your Assets with Logan and Don. Sun Valley Advisory provides investment management primarily to individuals, high-net-worth clients, trusts, estates, and businesses. The firm follows a largely non-discretionary advisory model, recommending ETFs and individual equities while utilizing third-party model managers through the AssetMark platform.

Allen Lang is a financial advisor at Atlas Wealth Management, LLC in Cave Creek, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Wealth Management since 2015. Prior to that, he was self-employed starting in 2013. Atlas Wealth Management primarily serves individual investors, including a substantial number of high-net-worth clients, as well as small pension and retirement plans. The firm’s investment process combines fundamental and technical analysis tailored to client-specific factors and offers discretionary portfolio management alongside financial planning and ERISA plan services.

Roger Wilson is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with WJ Wealth Management in Glendale, AZ, where he provides investment advisory services. His career includes roles at LPL Financial and ownership interests in several related entities. WJ Wealth Management serves primarily individual and high-net-worth clients, offering asset management, financial planning, and consulting services. The firm manages approximately $261.5 million in discretionary assets and employs a tailored investment approach incorporating mutual funds, ETFs, equities, and fixed income, utilizing both fundamental and technical analysis.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

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.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.