Sean Fleming is a financial advisor at Fleming Financial Services in Mesa, AZ, with eight years of industry experience. He holds a Series 65 designation and has been with Fleming Financial Services since 2013. Outside of advising, he hosts a weekly radio show called My Smart Retirement on Money Radio. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning services tailored to each client’s objectives and risk tolerance.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.

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.

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.

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.

Damon Roberts is a financial advisor at Acute Investment Advisory with 12 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Roberts has a long-standing affiliation with Acute Financial, where he has been active since 2001. Acute Investment Advisory serves individual and high-net-worth clients, trusts, and retirement plans by offering discretionary and non-discretionary portfolio management and referrals to third-party advisers. The firm employs a range of investment strategies, including the use of exchange-traded funds, options, structured notes, and private equity, supported by model portfolios and third-party sub-advisers.

Matthew Penkert is a CFP® professional with 23 years of experience, currently serving as the sole advisor at Pro Tax Financial Services, LLC in Mesa, AZ. He has operated at Pro Tax Financial Services since 2003 and also provides tax preparation services. Pro Tax Financial Services offers tax preparation, accounting, financial planning, and investment advisory services primarily to individual clients, occasionally serving trusts, estates, charitable organizations, and business entities. The firm integrates tax and accounting practices with asset management, employing a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

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.

Geoffrey Garner is a financial advisor at Fleming Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on personalized investment strategies aligned with client objectives and risk tolerance.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cooper Financial Investments since 2017 and previously at Horter Investment Management, LLC. In addition to his advisory work, Cooper assists an estate planning firm with trusts and wills through a separate business activity. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers, offering financial planning, and conducting educational seminars. The firm does not directly manage client accounts but facilitates onboarding, ongoing service, and non-discretionary recommendations.

Caleb Ostler is a CFP® and holds a Series 66 license with two years of industry experience. He is the principal of Ostler Financial Advisors, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has a diverse background that includes roles in wealth management and financial services. Ostler Financial Advisors serves individuals, families, trusts, estates, and nonprofit entities by offering discretionary investment management and comprehensive financial planning. The firm employs a long-term, diversified investment approach supported by quantitative analysis and uses separately managed accounts along with third-party managers.

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.

Brian Voelker is a CFP® and Series 65-registered advisor with one year of industry experience. He currently works at The Table Financial Planning LLC and has prior experience at the State of Michigan Bureau of Investing, Eide Bailly Advisors, LLC., and Key2 Accounting. Voelker served in the United States Air Force for five years. The Table Financial Planning LLC serves individual clients and small-business plan sponsors, offering comprehensive financial planning, retirement plan consulting, and integrated investment advice. The firm employs a passive, asset-class-based investment approach and provides educational seminars and participant workshops, including specialized services for military and veteran financial issues.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002, focusing on firm management and tax/accounting services. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients. The firm employs a CFP-aligned planning process and coordinates with third-party platforms and other professionals to implement investment strategies and deliver educational seminars.

William Paskel is a Series 65-licensed financial advisor with Omni Investment Solutions LLC, based in Mesa, AZ, and has two years of industry experience. He previously worked at Wells Fargo Bank for 24 years and currently holds roles at Guaranty Retirement Solutions LLC and Allstate Insurance. Outside of finance, he is the founder and president of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm serving individual clients through a co-advisor relationship with a third-party money manager. The firm provides financial planning and portfolio management by implementing model portfolios aligned with clients’ risk tolerances.

Mark Johnson is a CFP® with 42 years of industry experience, currently serving as an advisor at Fountain Financial Group, Inc. since 2003. He also holds leadership roles in Fountain Professional Group, Inc. and Yellowstone Trust Administration, Inc., where he provides estate planning consulting, insurance services, and tax and accounting support for charitable trust clients. Fountain Financial Group manages approximately $38.1 million in assets and serves individuals, charitable organizations, and financial professionals. The firm employs a combination of fundamental and charting analysis in its discretionary investment strategies and is noted for offering educational instruction and model allocation guidance to other advisors.