Marcus Pimentel is a financial advisor at SL Capital with four years of industry experience and a Series 65 credential. He previously worked at Foundations Investment Advisors and has operated two entrepreneurial ventures, Pimentel Academic Services and Prometheus Innovations LLC, focused on academic tutoring and design/administration respectively. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios, incorporates alternative investments, and employs a sub-adviser to manage trading, reporting, and fee billing.

Patrick Kearns Jr. is a financial advisor at 345 Investment Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of advisory work, he is a partner in 345 Wealth Management, LLC and owns an insurance brokerage firm specializing in term life insurance. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm focuses on plan-linked and institutional-style accounts, managing portfolios through proprietary and third-party models with a combination of fundamental and technical analysis across diverse investment strategies.

Jarrod Rice is a financial advisor at Essential Investing with a Series 65 designation and has been with the firm since 2024. He also serves as a special projects manager at Mercy Care, a nonprofit agency where he oversees administration of federal and state grant funding. Essential Investing provides investment advice and integrated financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost core holdings while incorporating alternative investments for targeted risk exposure.

Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.

Trevor Scheid is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Luminescent Wealth Management, Inc. Prior to joining Luminescent Wealth Management in 2025, he worked at Tarbox Family Office for six years and Versant Capital Management for five years. Luminescent Wealth Management is a fee-only advisory firm that provides financial planning and discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and business entities. The firm emphasizes tax and estate planning in its investment approach and builds diversified portfolios tailored to client objectives and risk tolerance.

Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She currently works at Luminescent Wealth Management, Inc. and has previously held roles at Tarbox Family Office, Versant Capital Management, GFO Advisory Services, LLC, and Inlign Wealth Management, LLC. Erin serves as an executive committee member of the AICPA Personal Financial Planning program, is involved with the Fresh Start Women's Foundation auxiliary board, and chairs the Tax & Legal Seminar planning committee sponsored by the Arizona Community Foundation and the Center for Jewish Philanthropy of Greater Phoenix. Luminescent Wealth Management is a fee-only advisory firm that provides financial planning and wealth management services to high-net-worth individuals, families, trusts, estates, and business entities. The firm emphasizes tax and estate planning integration and manages diversified portfolios with a fiduciary approach, focusing on clients with multi-million dollar account minimums.

Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.

Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of experience in financial advising. He currently works at Foothills Advisors, LLC and has held prior roles at Creative Planning, Keystone Wealth Partners, and TMD & Associates, Inc. Outside of advisory services, he owns and operates Foothills Accounting & Tax, PLLC, providing tax preparation services in Cave Creek, AZ. Foothills Advisors offers discretionary asset management and financial planning to individual and high-net-worth clients, providing complimentary financial plans to portfolio management clients. The firm uses a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling and may utilize third-party sub-advisors, derivatives, and limited borrowing strategies in separately managed accounts.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Kodi Thruston is a financial advisor at Amplify Financial, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. Outside of his advisory role, Thruston is the founder of a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients. The firm offers a technology-driven platform that supports trading, reporting, and back-office functions while allowing advisers to maintain direct client relationships and control investment objectives.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.

Megan Wells is a financial advisor at Confluent Asset Management LLC based in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm employs a variety of investment strategies and analytic methods, including fundamental and technical analysis, and offers tailored portfolio monitoring and investment policy documentation.

Kyle Erickson is a CFA® charterholder with a Series 63 license and over 11 years of industry experience, including a decade at Northern Trust before founding Elevate Investment Management, LLC. He is based in Scottsdale, AZ. Elevate Investment Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. The firm manages approximately $36.8 million, employing a combination of fundamental analysis and modern portfolio theory to create diversified portfolios that may include options strategies, mutual funds, ETFs, and private placements.