Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.

Terry Salomon is the sole advisor at T.A. Salomon Asset Management PLLC in Phoenix, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has led his independent firm since 2013, focusing on discretionary portfolio management and financial planning. T.A. Salomon Asset Management serves individual and high-net-worth clients by preparing individualized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a combined fundamental and cyclical analysis investment approach, utilizing both long-term and short-term trading strategies with discretionary trading authority.

Shawn Tehrani is the sole advisor at Tehrani Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led his independent firm since 2010. Tehrani Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored advice using a range of investment methods including charting, fundamental, technical, and cyclical analysis, and manages client accounts primarily on a non-discretionary basis.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

Abdul Hakeem Hamdan is the sole advisor at Groundwork Financial Partners and holds a Series 65 designation. He has professional experience in both financial advisory and dental practice management, including roles at Dental Financial Partners PLLC and Phoenix Biological Dentistry. Prior to his current work, he spent six years at Black & Veatch. Groundwork Financial Partners provides investment management and advisory services to individuals, employer-sponsored retirement plans, and other entities, offering a range of financial planning, tax support, and retirement consulting services. The firm combines fundamental, technical, and cyclical analysis in its portfolio construction and maintains a close relationship with related accounting and tax practices.

Wilbert Guilford Jr. is a CFP® professional with nine years of industry experience and operates Wilbert Guilford, CFP, PLLC in Phoenix, AZ. He has worked in tax and business consulting since 1991 as a CPA and has provided personal financial counseling through Zeiders Enterprises since 2015. Guilford also maintains an affiliated accounting practice where he prepares income tax returns and offers tax-related advice. His firm offers commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, focusing on retirement, college savings, estate planning, insurance review, and business development. Operating under a fiduciary standard, the firm develops investment policy statements and asset-allocation models primarily using no-load mutual funds and passive index vehicles, without exercising portfolio management discretion or custody of client assets.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Kenneth Holman is a financial advisor at Overland Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Overland Advisors Corporation since 2025. Holman is also Chairman of the Board for The Overland Group Inc., a commercial development and construction company he has been involved with for nearly 40 years and is currently helping his sons manage. Overland Advisors is an independent, fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a diverse client base, including retirement plans, trusts, charitable organizations, corporations, and individual investors. The firm emphasizes customized investment policy statements and ongoing portfolio monitoring, with a notable practice of referring clients to real estate services due to the principal’s involvement in a vertically integrated real estate group.

Dave Hutchison is a CFP® with 45 years of industry experience and is the sole advisor at Hutchison Investment Advisors in Phoenix, AZ. He has been with Hutchison Investment Advisors Inc. since 1988 and previously at Cetera and Cetera Advisors LLC. Hutchison Investment Advisors serves a small client base with personalized financial planning and non-discretionary investment recommendations, focusing on individual clients, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios and operates as a small, self-supervised practice without discretionary management or custody of client assets.

James Barrons Jr. is a financial advisor with First Financial Strategies, Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with First Financial Strategies, Inc. since 1988. Outside of financial advising, Barrons serves as chairman and CEO of RMG Outdoor, Inc., a company that fabricates outdoor billboards, and holds leadership roles in several other outdoor advertising and landscaping businesses. First Financial Strategies, Inc. provides investment advisory and financial guidance services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolio allocations based on client-specific factors and operates under a professional alliance with Morgan Stanley, which handles custody and investment discretion while FFSI maintains a consultative role.

James Kragenbring is the sole advisor at Aquifer Capital, LLC, based in Phoenix, AZ, holding the CFA® designation and a Series 65 license with eight years of industry experience. He has served as Senior Vice President for Institutional Administration and Assistant Professor of Business and Christian Studies at Midwestern Baptist Theological Seminary since 2017 and is a trustee on the Board of Bethlehem College and Seminary. Aquifer Capital previously provided discretionary investment management to pooled vehicles and separate accounts, serving funds, endowments, non-profit organizations, trusts, and high-net-worth individuals. The firm’s investment approach focused on absolute-return objectives through quantitative and qualitative analysis, though it is not currently managing client assets.

Cody Zindler is an independent financial advisor at STUDIOi, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Matson Money, Inc., Voya, Gabriel Partners LLC, and Morgan Stanley. STUDIOi provides portfolio management, financial planning, pension consulting, and business financial consulting to individuals, high-net-worth clients, small businesses, charitable organizations, and retirement plans. The firm uses modern portfolio theory and quantitative analysis to recommend diversified allocations and offers educational seminars, pension consulting, and client-directed estate-planning document coordination.

John Kroeger is a CFP® and ChFC® with 32 years of industry experience, currently serving as the sole advisor at Personal Benefits Planning LLC since 2014. His background includes extensive work in insurance sales dating back to 1982, as well as providing legal document preparation and tax preparation services through separate self-employed ventures. Personal Benefits Planning LLC is a state-registered, single-advisor firm that provides portfolio management, financial planning, and consulting primarily to individual and some high-net-worth clients. The firm integrates tax preparation and insurance services with its investment advisory offerings and emphasizes individualized asset allocation and suitability analysis across a range of investment products.

Daniel Bustamante is the principal advisor at Bustamante & Co in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. He has previously worked at Stockability LLC, Jack Grace Golf USA, and Landshark Capital LLC, and has managed Bustamante Capital LLC, a private family office and consulting firm for private companies, since 2000. Bustamante & Co provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a concentrated portfolio approach driven by fundamental research, utilizing event-driven ideas, macro analysis, derivatives, and sizable cash allocations, and offers both standard asset-management accounts and a separate long/short equity program available to qualified clients on a performance basis.

Joseph Harding is a financial advisor at Arcadia Wealth LLC in Phoenix, Arizona, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Holos Financial, LLC and his own CPA firm, Harding CPA, LLC, which he has operated since 2017. Harding serves as treasurer and assistant treasurer for Phoenix United Reformed Church, where he manages the budget and participates in finance and leadership committees. Arcadia Wealth provides investment management, financial planning, and consulting services to individuals, families, and businesses, employing an academic, asset-allocation-centered approach. The firm coordinates closely with an affiliated accounting practice and offers retirement-plan consulting and discretionary asset management.

Peter Shannon is a CFP® and CFA® with 12 years of industry experience, currently serving as the sole advisor at Ebis in Phoenix, AZ. He has been with EBIS, Inc. since 2001. Ebis provides investment management, financial planning, and risk-management consulting to individuals, retirement plan sponsors, and institutional clients. The firm emphasizes tax-efficient, diversified portfolios and offers institutional-grade retirement fiduciary services alongside bespoke risk consulting and educational resources.

Samuel Castaneda Jr. is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Castaneda Financial Management in Phoenix, AZ. He previously worked at ARQ Wealth Advisors, LLC and LPL Financial. He is also a licensed insurance agent. Castaneda Financial Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and focuses on tailoring strategies to clients’ goals while maintaining a concentrated client base.

Robert Pace is the principal and sole advisor at RJ Pace Financial with 22 years of industry experience. He holds a Series 65 credential and has worked at IBM Corporation from 2002 to 2019 before founding his independent firm in 2003. RJ Pace Financial offers discretionary portfolio management and consultation services to individual investors, including retirement and taxable accounts, trusts, and family members. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, low-turnover passive funds, and periodic rebalancing to manage risk and pursue long-term growth and income.

Seth Rosenberg is a financial advisor at Ability First with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Executive Solutions, LifeMark Securities Corp., and Capital Services Inc. In addition to his advisory role, Rosenberg owns and operates a retail industrial boot store and manages some family business interests. Ability First Financial serves high-net-worth individuals, business owners, and institutional clients by providing investment supervisory services, financial planning, and business consulting. The firm combines advisory and insurance services, employs a documented fiduciary process, and offers specialized solutions including pension consulting and plan administration.