Gregory Stott is a financial advisor at Approach Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Asset Management and Stoker Ostler, a part of BMO Financial Group. Outside of his advisory work, he is involved in managing an outdoor boat and RV storage facility and participates in a business manufacturing outdoor family yard games. Approach Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm manages client assets internally and delivers personalized investment oversight through individualized Investment Policy Statements.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 15 years of industry experience. Prior to joining Clear Skies Financial, he worked at Merrill for four years and has maintained ownership roles in several companies, including a manufacturing firm where he serves as CFO. Outside of financial advising, he is the sole proprietor of an insurance business and is involved in non-investment-related ventures through DQ Holdings, L.L.C. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, written financial plans, and 401(k) consulting. The firm manages approximately $24 million across a small client base, employing both fundamental and technical analysis within its portfolio management, and offers performance-based fee arrangements for qualified clients.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC in Gilbert, AZ, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at VB&T Wealth Management, HTLF/Arizona Bank & Trust, and First Western Trust. Ensign Advisory Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes documented client goals, fundamental analysis, modern portfolio theory, and regular portfolio monitoring, utilizing third-party platforms and model portfolios for implementation.

Mark Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Next Financial Group Inc and Marathon Advisors, Inc. Outside of advisory work, he serves as an expert witness on securities-related matters for various law firms. Sunstone Financial offers fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy centered on fundamental analysis, primarily managing customized portfolios through mutual funds, especially American Funds.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.

Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.

Jennifer Strymecki is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, holding a Series 65 designation with eight years of industry experience. Her prior work includes roles at Cardinal Point Capital Management and Ernst & Young. Transition Financial Advisors Group serves individuals, pension and profit-sharing plans, trusts, and estates with discretionary investment management and financial planning. The firm employs AUM-based strategies using mutual funds, ETFs, equities, fixed income, and options, with a notable focus on cross-border planning and integrated derivatives use.

Matthew Benson is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Sonmore Financial LLC since 2020. Prior to this, he worked at Next Financial Group, Inc. for five years. Sonmore Financial LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement plan advisory services, including a limited ERISA 3(21) fiduciary role, and manages portfolios through a combination of in-house decisions, third-party models, and recommended managers, with a focus on integrating high-net-worth solutions and retirement participant account management.

Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Future Bright since 2015. Prior to that, he was involved with BreadVault, LLC, and he operates as a sole proprietor providing insurance products and services. Additionally, Mr. Almlie is a 50% member of Nouveau Logic, LLC, which refers leads to a financial education and software company. Future Bright provides fee-based discretionary investment management and retirement-plan services to individuals, high-net-worth clients, small businesses, and employer retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, primarily investing in equities, mutual funds, and ETFs, with selective offerings of private Pre-IPO opportunities for accredited investors.

Steven Smartt is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smartt Wealth Solutions since 2014. In addition to his advisory role, he is involved in a life insurance brokerage with various carriers, dedicating fewer than five hours per week to this activity. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm collaborates with Matson Money for platform management and fee billing while offering educational seminars and coordinating with other professionals to support client needs.

Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.

Mark Hall is a financial advisor with Smartt Wealth Solutions, LLC in Gilbert, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Smartt Wealth Solutions since 2015 and also operates Mark E. Hall, PC, where he is a partner and attorney with over two decades in legal practice. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, utilizing a third-party platform for investment implementation and emphasizing collaboration with other client professionals.

Jonah Rauguth is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Immaculate Wealth Management, LLC. His work history includes roles at Gradient Securities, LLC and Precision Investments Inc. Outside of his advisory work, he is also an independent insurance agent and has worked as a grocery delivery driver through Instacart. Immaculate Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting services. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, and sponsors a wrap fee program uncommon for a firm of its size.

Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

Jered Skousen is a financial advisor with Harvard Avenue Investment Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Harvard Avenue since 2018 and previously at Vestory, LLC from 2013 to 2018. Skousen co-owns Healer's Art, LLC, a business operated by his wife, though he does not devote time to it. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning services primarily to 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, emphasizing low-cost, low-turnover mutual funds and ETFs, along with broad global diversification and educational seminars offered at no charge.

I began my career as grain trader gaining valuable experience with the futures market. I spent time as a brokerage specialist with New York Life providing me with a background in Life, Disability and Health Insurance. I then became a commercial loan officer at First Interstate Bank (now Wells Fargo). Before I moved to Vanguard, I worked with my father in a family business. After successfully transitioning him to retirement, I merged and then sold the business allowing me to pursue my passion which was to become a Certified Financial Planner, a CFP®. To accomplish this goal, I began with The Vanguard Group in their brokerage area as an equity specialist in 2006. I then successfully secured my CFP® designation getting my marks in the spring of 2009 which coincided with my promotion to the Fixed Income area. Another promotion to become a Senior Fixed Income Specialist followed allowing me to gain valuable experience with more complex bonds. When Vanguard began Personal Advisor Services in 2015, I moved into that area and assumed a role as a Financial Advisor. After a decade as a Senior Financial Advisor for Vanguard, I made the move to Luminvest Wealth Management as a Wealth Advisor. As a boutique with a limited number of clients, Luminvest allows me to be truly present for my clients. Further, I am empowered to be a Fiduciary on my client's behalf with low fees and full transparency. We specialize in building tax efficient, low-expense portfolios. In addition, I am very experienced in withdrawal strategies for my clients. With cutting-edge and dynamic financial planning tools, we can guide our clients forward amidst the ongoing uncertainty and volatility inherent with today's financial markets. Having been through the Great Financial Crisis, the Covid Crash, and the inflationary spiral of 2022, I stand with my clients as a calm and experienced professional partner allowing you to focus on your life while I focus on your finances.

Nathaniel Jacobs is a financial advisor at White Pine Financial LLC with one year of industry experience. He holds a Series 65 designation and has a background in software development engineering at Amazon. His prior experience includes roles at Brigham Young University, the University of Utah, and The Church of Jesus Christ of Latter-day Saints. White Pine Financial provides investment advice, financial planning, and portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation, with regular account reviews and tax-efficient management.

Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and related firms for over two decades before joining Bridgeway in 2023. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios and advice on a range of asset types through discretionary and non-discretionary arrangements.