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 with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides advisory services to individuals, business owners, and pension/profit-sharing plans, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach with tactical use of options strategies and offers implementation support for held-away retirement accounts.

Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining SG Wealth Managers in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as in financial planning roles at USAA. Outside of advising, he owns and operates an insurance agency focusing on life, disability, and health insurance. SG Wealth Managers LLC serves individuals, business owners, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fundamental, long-term investment approach documented in an Investment Policy Statement and incorporates options strategies as a tactical tool while offering implementation support for held-away retirement accounts.

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.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. 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 trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

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 in Anthem, AZ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Alexander Capital, L.P., Great Point Capital, LLC, Emerson Equity LLC, Simplicity Wealth LLC, and Cantor Fitzgerald & Co. He is also a managing partner at Apex Wealth Advisors and is licensed as a fixed insurance agent. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets using a model portfolio approach with oversight of sub-advisers, offering ongoing investment management alongside written financial plans and targeted consulting.

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 seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC, First Financial Equity Corporation, and Mobivity Holdings Corp. SL Capital provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities through a four-advisor team. The firm manages approximately $206.3 million in discretionary assets, serving about 168 clients, and uses proprietary and third-party model portfolios with day-to-day trading overseen by a sub-adviser.

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

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 with Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He has worked at several firms including Alpha Omega Wealth and Cadaret Grant & Co., Inc. Marcus is also a co-host of the financial radio show "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm offers portfolio management, investment analysis, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary framework complemented by an affiliated insurance agency and estate-planning services.

Allen Lang is a financial advisor with Atlas Wealth Management, LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Atlas Wealth Management since 2015 and has also operated as a self-employed advisor since 2013. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan advisory services, emphasizing tailored portfolios based on fundamental and technical analysis and providing educational programs for retirement plan participants.

Roger Wilson is a CFP® with 40 years of experience in financial advising. He is a principal at WJ Wealth Management and has held roles at Wilson & Jones Wealth Management and Tax Planning Services, LLC. Outside of financial advising, he is involved with Wilson Real Estate Investment, LLC. WJ Wealth Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized portfolio management and consulting services using a combination of 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 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.