Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC in Anthem, AZ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Alexander Capital, L.P., Great Point Capital, LLC, Emerson Equity LLC, Simplicity Wealth LLC, and Cantor Fitzgerald & Co. He is also a managing partner at Apex Wealth Advisors and is licensed as a fixed insurance agent. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets using a model portfolio approach with oversight of sub-advisers, offering ongoing investment management alongside written financial plans and targeted consulting.

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC, First Financial Equity Corporation, and Mobivity Holdings Corp. SL Capital provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities through a four-advisor team. The firm manages approximately $206.3 million in discretionary assets, serving about 168 clients, and uses proprietary and third-party model portfolios with day-to-day trading overseen by a sub-adviser.

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.

Logan Marcus is a financial advisor with Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He has worked at several firms including Alpha Omega Wealth and Cadaret Grant & Co., Inc. Marcus is also a co-host of the financial radio show "Cover Your Assets with Logan and Don." Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm offers portfolio management, investment analysis, retirement planning, and risk management, primarily recommending ETFs and individual equities within a non-discretionary framework complemented by an affiliated insurance agency and estate-planning services.

Allen Lang is a financial advisor with Atlas Wealth Management, LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Atlas Wealth Management since 2015 and has also operated as a self-employed advisor since 2013. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and ERISA retirement-plan advisory services, emphasizing tailored portfolios based on fundamental and technical analysis and providing educational programs for retirement plan participants.

Roger Wilson is a CFP® with 40 years of experience in financial advising. He is a principal at WJ Wealth Management and has held roles at Wilson & Jones Wealth Management and Tax Planning Services, LLC. Outside of financial advising, he is involved with Wilson Real Estate Investment, LLC. WJ Wealth Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized portfolio management and consulting services using a combination of fundamental and technical analysis.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Jessi Johnson is a financial advisor at Sun Valley Advisory in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sun Valley Advisory, Jessi worked at DNA Wealth Partners, Sun Valley Wealth Management, and Encompass More Asset Management, and currently also serves as a Senior Group Representative at Aflac Group Insurance. Sun Valley Advisory is a state-registered RIA serving individual and high-net-worth clients, trusts, and other entities through a four-advisor team. The firm primarily provides non-discretionary portfolio management and investment advice focused on ETFs and individual equities, utilizing a model-selection and third-party manager framework.

Nathan Craft is a financial advisor at SL Capital with one year of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, and Brophy College Prep. 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 and offers access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Blake Bottle is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ. He has held roles at Concourse Financial Group Securities and Proequities, Inc. and is involved in assisting clients with basic estate planning through Helios Integrated Planning. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm customizes portfolios using model portfolios, analysis, and active monitoring, and integrates financial planning into portfolio management rather than charging separately for this service.

Sean Neel is a CFP® with 10 years of experience in the financial services industry. He is currently a financial advisor at Buttonwood Capital Management, where he has worked since 2019. His prior roles include positions at JP Morgan Securities and Edward Jones. Buttonwood Capital Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored investment portfolios and integrates tax, estate, and insurance considerations into client plans.

Joseph Mcinerney is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. for 19 years. Outside of his advisory role, he is an enrolled agent providing tax preparation and planning services through his independent business and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a range of investment strategies and integrates financial planning into its portfolio management offerings.

Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.

Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.

Matthew Dodd is a financial advisor with Lucas Retirement Group LLC holding Series 66 and Series 63 licenses and has 10 years of industry experience. His prior experience includes roles at Mutual of Omaha, New York Life Insurance Co, and agents affiliated with American Senior Benefits. He maintains an insurance practice affiliated with American Senior Benefits alongside his advisory work. Lucas Retirement Group offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often coordinates with third-party money managers on behalf of clients.