James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily 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 strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.

Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.

Daniel Brooks is a CFP® with 25 years of industry experience. He has been with Penn Advisory Group Inc. since 2025 and previously worked for The Vanguard Group, Inc. for 20 years. Brooks serves as Treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group provides portfolio management, financial planning, and consulting services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis, third-party research, and quantitative modeling to tailor asset allocation according to client objectives and risk tolerance.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Sargon Zia is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Coherent Financial Advisers, LLC since 2016. He holds a Series 63 license and is based in Peoria, AZ. Coherent Financial Advisers provides advisory services to individuals, high-net-worth clients, small business owners, and other investment advisers, offering discretionary and non-discretionary portfolio management, financial planning, and subadviser arrangements. The firm employs multiple analytic techniques and implements strategies including long-term trading and options, tailored to client goals and risk tolerance.

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.

Gregory Bradstreet is a CFP® and CFA® with 17 years of industry experience. He currently serves as an advisor at Farnam Financial and has previously worked at Schwab Private Client Invest Advisory, Inc. since 2012. He is also an instructor at Grand Canyon University. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, employer retirement plan consultation, and consulting services for other RIAs. The firm emphasizes fundamental analysis and a predominantly passive investment approach, offers educational seminars including a public Retirement Makeover program, and operates a wrap fee program with ongoing financial planning for investment clients.

Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.

Brandon Klippel is a financial advisor with Vista Cima Wealth Management LLC in Surprise, AZ. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Vista Cima in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Klippel is a co-author and coach through Mindset Leadership Group LLC, where he coaches professionals and contributes to book authorship. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative and fundamental methods, managing portfolios that include mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

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.

Gary Luna is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Dynamic Wealth Advisors, where he has worked since 2014, and he also has ownership in related businesses including an insurance firm and a tax advisory practice. Luna holds the Series 63 designation and is based in Surprise, Arizona. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm employs a holistic, risk-focused approach with model-based portfolio strategies that include income, trend-following growth, and opportunistic growth categories, utilizing derivatives and shorting techniques within managed accounts.

Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining FSG in 2018, he worked at Client One Securities LLC and OnPointe Advisory and Financial Services LLC. Barnes also serves as an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities. FSG Financial Services, Inc. provides discretionary asset management and advisory services to both high-net-worth and non-HNW individual investors. The firm manages approximately $52 million across about 163 clients, using a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.