Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Remy Solves is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 license with one year of industry experience. Prior to joining Fortitude, Remy worked in various roles including positions at Best Buy and Pedal Haus Brewery. Remy also serves as a trader for Apex Trader Funding, a proprietary trading firm. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm integrates traditional family office operations with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Baird Private Wealth Management and the University of Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs both bespoke and model portfolios, uses third-party technology and risk-assessment tools, and offers access to alternative and private investments.

Kevin Sanger is a financial advisor at JGP Wealth Management, LLC in Scottsdale, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JGP Wealth Management since 2018, following a two-year tenure at Wells Fargo Clearing. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining five named strategies across various risk categories and offers a range of planning services, including specialized corporate and tax-related planning.

Anthony Calderon is a CFP® professional with eight years of industry experience, currently serving as an advisor at Peak Financial Planning in Phoenix, AZ. His prior experience includes roles at State Street Global Advisors, Orion Portfolio Solutions, Versant Capital Management, and Charles Schwab. Calderon holds Series 66 and Series 63 licenses. Peak Financial Planning advises individual, high-net-worth, and business clients, offering discretionary investment management and comprehensive financial planning. The firm’s approach integrates Modern Portfolio Theory with tactical asset allocation and diversified investment strategies, providing personalized portfolios and ongoing planning through a fixed-fee subscription model.

Roger Gokool is a financial advisor at Ironwood Investment Counsel, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Northern Trust Company, Assetmark, Inc., The Rockridge Group, Aces, and Walgreens. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment approach involves fundamental analysis and ongoing portfolio monitoring with diversified allocations, and it also acts as a sub-advisor and model provider to other registered investment advisers.

John Ellison is a CFA® charterholder and holds a Series 65 license, working with Ironwood Investment Counsel, LLC since 2019. He has approximately five years of industry experience, including roles at McCarthy Grittinger Financial Group LLC and Delafield Rivers Gateway. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fundamental analysis approach with diversified allocations and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Jackson Peppler is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding a Series 65 designation. He has been with Windsor Capital Management since 2022, with a brief period working at Koibito Poke from 2024 to 2026. Peppler has no prior industry experience before joining the firm. Windsor Capital Management manages approximately $703 million in discretionary client assets for around 458 clients through a five-advisor team. The firm offers customized portfolio management and consulting services to a diverse client base, employing a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also provides sub-advisory services to other advisers.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Lane Reynolds is a financial advisor at ABLE Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints in Mesa, AZ. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $571 million in assets and employs a fiduciary, client-focused process using a diverse investment menu that includes public and private securities, derivatives, and alternative investments.

Todd Foster is a financial advisor with Total Investment Management, Inc. in Scottsdale, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Total Investment Management since 1998 and concurrently serves as Chief Investment Officer at RESQ Investment Partners. Foster is also the owner of Vision 4 Fund Distributors. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis, manages most assets on a discretionary basis, and provides specialized subscription programs for aviation professionals.

Robert Naber is a financial advisor with Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC prior to joining Managed Asset Portfolios in 2009. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach focusing on high-quality companies and manages a range of strategies including fixed-income, balanced, U.S. and global equity, as well as serving as a sub-adviser to mutual funds and participating in wrap programs and model-portfolio arrangements.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Jessica Briggs is a CFP® and holds a Series 65 license, currently serving as a financial advisor at DecisionPoint Financial, LLC. She has one year of industry experience. Outside of financial advising, she has worked in diverse roles including at Tiger Friday Dancewear and Anthem Pest Control. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a variety of investment strategies including fundamental, technical, and cyclical analysis, while incorporating AI tools to support advisor judgment.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC and ForUsAll Advisors, LLC, and he operates a sole proprietorship focused on real estate sales and insurance. Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes an investment approach that uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and also manages a pooled investment vehicle targeting private placements and alternative investments.

Joseph Maas is a CFP®, CFA®, and ChFC® with 25 years of experience in the financial services industry. He has worked at Synergy Asset Management, LLC since 2001 and is also affiliated with related entities including Synergy Financial Services, Inc., Rowan Street Advisors, LLC, and Synergy Mergers + Acquisitions, LLC. Synergy Asset Management provides comprehensive wealth management and financial planning services to a broad client base, including individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative optimization across a range of custom strategies and portfolio types.

Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

Richard Defrancesco is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Strategy Financial Group since 2024. He previously worked for THE Vanguard Group, Inc. for 11 years. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, focusing on conservative, income-oriented investing and downside risk management. The firm manages approximately $367 million across roughly 1,051 clients through a team of ten advisors, offering discretionary investment management and financial consulting services with a multi-asset approach.