Kevin Goodwin is a financial advisor at Overwatch Management with six years of industry experience. He has worked at Citadel Financial Services and AE Wealth Management, LLC prior to his current role. Goodwin is a licensed insurance agent and principal at Overwatch Financial. Overwatch Management Group is an independent advisory firm serving individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management and financial planning services, employing modern portfolio theory and a long-term trading approach to manage a diversified range of investments.

Ryan Haas is a Series 65-licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is the sole advisor at Your Investment Advisor, an independent firm he has been with since 2024. Prior to his advisory role, Haas held positions at Northrop Grumman, Boeing, Ekso Bionics, and Textron Systems. He maintains full-time employment in the aerospace and defense industry alongside his advisory work. Your Investment Advisor provides discretionary portfolio management to individuals and trusts, focusing on asset-allocation-based portfolios using equities, fixed income, mutual funds, ETFs, government and municipal securities, and cash equivalents. The firm combines a strategic passive investment framework with fundamental security analysis and macroeconomic assessment.

Frank Arias is the principal of F. L. Arias & Associates, LLC in Chandler, AZ, with 14 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked as an independent insurance agent since 2007 and as a wellness coach for United Healthcare since 2011. F. L. Arias & Associates provides non-discretionary investment advice, 401(k) plan consulting, financial planning, and public educational seminars to plan sponsors and individual clients. The firm emphasizes consultative, documentation-driven advice and commonly arranges for third-party money managers to implement client portfolios.

Frederick Schubert is the president of Stonewall Equities, Ltd. and Schubert and Associates P.C., with 15 years of experience as a financial advisor and over 40 years managing his accounting practice. He holds Series 63 and Series 65 licenses and has been active in the industry since 1983. Schubert oversees client relationships and accounting operations in his accounting firm alongside his advisory role. Stonewall Equities, Ltd. provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate clients, and business entities. The firm employs a computer-driven asset allocation model incorporating fundamental, technical, and tax considerations, and it serves employer plans and pension consulting alongside managing wrap fee programs and institutional retirement accounts.

Richard Oldenburg is a financial advisor with Camden Financial Management, Inc. in Scottsdale, AZ, holding a Series 65 designation and 29 years of industry experience. He operates as a sole advisor at an independent firm focused on discretionary investment management and comprehensive financial planning. Camden Financial Management serves individuals, families, retirement plans, trusts, and estates, providing fee-only portfolio management alongside non-investment planning services such as tax reporting and required minimum distribution calculations. The firm emphasizes a strategic asset allocation approach based on macroeconomic analysis, incorporates tax-aware practices, and maintains a high-touch service model with relatively high account thresholds.

Daniel Anderson is the sole advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 designation with 10 years of industry experience. He has been with Rise Financial Group since 2016 and also operates Medicare Rescue, a health insurance practice. Anderson serves as an insurance agent, dedicating a significant portion of his professional time to life, fixed, and health insurance products. Rise Financial Group provides financial consulting and written financial plans to individuals, high-net-worth clients, and retirement plans. The firm does not manage assets directly but recommends third-party money managers, facilitates onboarding, monitors performance, and supports plan fiduciary services and participant education.

Nigel Upton is a Series 65-licensed financial advisor at Pinnacle Financial Freedom LLC with four years of industry experience. He has worked at Pinnacle Financial Freedom since 2022 and concurrently operates Sellxion LLC. Prior to his current roles, he was employed at Hewlett Packard from 2015 to 2018. Pinnacle Financial Freedom LLC is a single-advisor independent registered investment adviser that provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm combines fundamental analysis with modern portfolio theory and a long-term trading orientation, tailoring investment strategies to client preferences and operating on a non-discretionary basis.

Bryan Cast is a financial advisor at Nuakh Financial in Phoenix, AZ, holding a Series 66 designation with eight years of prior experience operating Cast Financial LLC and additional experience at Blue Trust and Northwestern Mutual Investment Services. He has been involved with Blue River Acres LLC since 2013. Nuakh Financial is a fee-only, independent investment adviser offering discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, with an investment approach based on asset allocation and Modern Portfolio Theory that incorporates both passive and active strategies alongside client-directed values-based screens.

Joel Bonnema is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been the sole advisor at Bonnema Wealth Management LLC since 2015, operating as an independent firm in Scottsdale, AZ. Bonnema Wealth Management provides discretionary investment management, written financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm specializes in broadly diversified, asset-class portfolios based on Modern Portfolio Theory and factor research, with a focus on passive investment vehicles and the use of Dimensional Fund Advisors funds.

Michael Calisi is a CFP® and Series 66-registered advisor with 20 years of experience. He is the principal of Calisi Wealth Management, an independent firm he established after 16 years at Next Financial Group Inc and prior roles at Unified Wealth Management and Gunnallen Financial. In addition to his financial advisory work, Calisi is a licensed CPA providing tax, accounting, and business consulting services. Calisi Wealth Management offers fee-based discretionary portfolio management and comprehensive financial planning for individuals, retirement plans, trusts, charitable organizations, and business entities. The firm uses a tactical allocation approach with customized discretionary management, incorporating fundamental, technical, and cyclical analysis across a wide range of investable assets and provides qualified retirement plan consulting and participant fiduciary advice under ERISA.

Undrea Smith is a financial advisor at East Valley Wealth LLC in Gilbert, AZ, holding a Series 65 designation with four years of industry experience. She is also the owner of East Valley Retirement, where she provides retirement and insurance solutions. East Valley Wealth LLC offers discretionary investment management, financial planning, and retirement plan services to individuals and families. The firm manages a small client base using a combination of equities, fixed income, mutual funds, ETFs, and third-party model portfolios, supplemented by risk-tolerance assessments and educational seminars.

Nathan Bowles is a financial advisor at Blueprint Wealth Group in Chandler, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. Before founding Blueprint Wealth Group in 2026, he worked at Raymond James & Associates and other firms in various advisory and consulting roles. He is also the owner of Marley Exchange Holdings Inc., where he oversees asset administration. Blueprint Wealth Group serves business owners, entrepreneurs, and high-complexity individuals with comprehensive financial planning, investment advisory, and portfolio management services. The firm employs a planning-first, goals-based approach combining fundamental and technical methods supported by modern portfolio theory and offers flexible engagement models including subscription-based and hourly planning.

George Grombacher is a financial advisor with Financial Consulting Professionals, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior experience includes roles at Arcwood Financial LLC, United Planners Financial Services, and Mass Mutual Investors Services. Outside of advisory work, he owns an education and coaching business that operates programs and referral pilots. Financial Consulting Professionals, LLC provides ongoing portfolio management services to individuals, high-net-worth clients, and corporations. The firm employs a long-term trading approach based on cyclical analysis and modern portfolio theory, managing approximately $5 million in client assets across various investment vehicles while typically maintaining discretionary authority to execute transactions on clients’ behalf.

Brent Matthew is a financial advisor with Scottsdale Wealth Advisory LLC in Paradise Valley, AZ, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Wells Fargo Investments and Secure Investment Management, among others. In addition to his advisory work, he is a licensed insurance agent involved with annuity and insurance-related business activities. Scottsdale Wealth Advisory offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and qualified employer plans. The firm utilizes a primarily passive, model-based investment approach with third-party strategies and provides ERISA 3(38) fiduciary services along with insurance product offerings.

John Borton is a financial advisor with Investment Trends Capital Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and National Securities Corporation. Outside of his advisory work, he owns Investment Trends LLC, a non-investment-related holding entity. Investment Trends Capital Group LLC, established in 2023, provides discretionary asset management services to individuals, high-net-worth clients, trusts, foundations, and private entities. The firm uses a combination of macroeconomic, fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client objectives and risk tolerance, with regular account reviews and rebalancing.

James Harper is a CFP® and ChFC® with 14 years of industry experience. He is the principal of Harper Wealth Management LLC, a firm he founded after working at several financial services and wealth management companies. Outside of his advisory work, he is a partner in A-10 Transport, a FedEx contractor business. Harper Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical analysis and modern portfolio theory, incorporating both long- and short-term trading strategies, and uniquely offers oversight of third-party managers alongside direct asset management.

Jeffrey Berk is a financial advisor at Purple Mountain Investment Advisors LLC in Scottsdale, AZ, with nine years of industry experience. He holds the Series 65 designation and has worked with Purple Mountain since 2016. Prior to this, he has been CEO and major stockholder of BOLT International Inc. since 1996 and of MedPredict Market Research LLC from 2005 to 2017, both providing consulting and research services to pharmaceutical and biotech firms. Purple Mountain Investment Advisors offers portfolio management and financial planning services to individual and high-net-worth clients, utilizing a multi-method investment approach that includes fundamental, technical, cyclical, and quantitative analysis. The firm specializes in pharmaceutical and biotech sectors and operates a subscription newsletter with specific buy and sell recommendations alongside its discretionary portfolio management.

Gregory Yocum II is a CFP® with 21 years of industry experience. He founded Yocum Wealth and previously worked at ARQ Wealth Advisors, LLC for 18 years and Vanguard Advisers for 3 years. Yocum Wealth serves individuals, small businesses, trusts, estates, high-net-worth clients, and charities through integrated wealth management that combines discretionary investment management with ongoing financial planning. The firm tailors investment strategies using fundamental and technical analysis alongside modern portfolio theory and manages over $63 million in discretionary assets.

Rodney Mckinnis is a financial advisor with MACC IV Group in Chandler, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has led MACC IV Group since 2005 and is also the managing partner of The McKinnis Consulting Group, a non-financial firm specializing in improving sales results. Additionally, he is the author of the book *Sales Is Simple: From Luck to Leverage*. MACC IV Group is an independent, owner-operated wealth management firm serving individuals and trusts with discretionary portfolio management, retirement planning, and investment planning. The firm emphasizes strategic asset allocation primarily through mutual funds, offers support for employer-qualified retirement plans, and facilitates estate planning via a third-party platform with attorney consultations.

Richard Fenger is a CFP® and Series 63 licensed advisor with 28 years of industry experience. He is the owner and principal of Fenger Financial, PLLC in Mesa, AZ, where he has provided investment advisory, accounting, and tax preparation services since 2012. His prior experience includes roles at HD Vest Insurance Agency and Avantax Investment Services. In addition to his advisory work, Fenger operates as an independent insurance agent offering non-variable insurance products. Fenger Financial provides discretionary investment management, financial planning, and small-business retirement plan services to individuals, pension plans, trusts, estates, and business entities. The firm combines active management with strategic asset allocation using mutual funds, ETFs, equities, and bonds, supported by fundamental, technical, and cyclical analysis. It also offers integrated accounting and tax preparation services alongside investment advice, serving a mix of individual and corporate clients.