Jennifer Strymecki is a financial advisor at Transition Financial Advisors Group, LLC with seven years of industry experience. She holds a Series 65 designation and has previously worked at Cardinal Point Capital Management, ULC, Ernst & Young, and related Cardinal Point entities. Transition Financial Advisors Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates through discretionary investment management and financial planning. The firm is noted for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and the use of options strategies within client portfolios.

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® with seven years of industry experience, currently serving at Immaculate Wealth Management, LLC. He has also worked with Gradient Securities, LLC and Precision Investments Inc. Outside of financial advising, he works as an independent insurance agent and provides grocery delivery services through Instacart. Immaculate Wealth Management, LLC is a fee-based investment adviser managing approximately $141 million for roughly 574 clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning, employing fundamental, technical, and cyclical analysis to tailor investment strategies aligned with client objectives.

Damon Roberts is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Prior to that, he has been involved with Acute Financial since 2001. Acute Investment Advisory provides discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm manages approximately $200 million across 666 client relationships and employs an ETF-centric investment approach with the use of derivatives and structured products.

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.

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.

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 holds a Series 65 license with one year of industry experience. He has worked at The Table Financial Planning LLC since 2025 and previously held roles at the State of Michigan Bureau of Investing, Sequoia Financial Group, and Eide Bailly Financial Services. Voelker served in the United States Air Force from 2015 to 2020. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management based on Modern Portfolio Theory, using client-specific Investment Policy Statements to build diversified portfolios focused on tax efficiency and long-term allocation.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

William Paskel is a financial advisor at Omni Investment Solutions LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank for 24 years. Outside of advising, he is the president and founder of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm that provides portfolio management and hourly financial planning primarily through co-advisor relationships with third-party money managers. The firm focuses on third-party model portfolios and serves individual clients with quarterly account reviews and flexible financial plan updates.

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.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 credential and previously worked at Microsoft and McKesson. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management using Modern Portfolio Theory and offers ongoing planning and investment management with a focus on tax efficiency and long-term allocation.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. in Mesa, AZ, with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and AmeriFirst Financial, Inc. Larsen is also CEO of Larsen Capital Partners, LLC, where he serves as a producer and servicing agent of life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers for investment implementation and offers tailored portfolios reviewed at least annually.