Joseph Weber is a financial advisor at Integrated Financial Solutions, PLLC in Mesa, AZ, with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Integrated Financial Solutions and Voya Financial Advisors during his career. Outside of advising, he is also an independent insurance agent specializing in the sale of individual and group fixed insurance products. Integrated Financial Solutions, PLLC serves individuals, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm focuses on retirement-plan fiduciary services and employs a documented investment process that includes fundamental, technical, and cyclical analysis.

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 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.

Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.

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.

Nathaniel Jacobs is a financial advisor at White Pine Financial LLC with one year of industry experience. He holds a Series 65 designation and has a background in software development engineering at Amazon. His prior experience includes roles at Brigham Young University, the University of Utah, and The Church of Jesus Christ of Latter-day Saints. White Pine Financial provides investment advice, financial planning, and portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation, with regular account reviews and tax-efficient management.

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.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James Financial Services and his own firms, Stoddard Investment Group and Stoddard Wealth Management. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses customized portfolios combining equities, fixed income, ETFs, mutual funds, structured products, and alternative investments, employing various analytical approaches and primarily delivering services through third-party wrap-fee platforms.

Jonathan Bradley is a financial advisor at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.

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 at Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services to individual and high-net-worth clients, emphasizing a coordinated approach with third-party platforms and other professional advisors. The firm offers a CFP-aligned planning process and regularly conducts educational seminars and workshops.