Blake Bottle is a ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.

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®-designated financial advisor with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, bringing 32 years of industry experience. He has worked at Wisdom Wealth since 2014 and previously held positions at Proequities, Inc. for nearly two decades. Outside of advising, Mcinerney is an enrolled agent providing tax preparation and planning services through his separate business and serves as treasurer for a local charitable organization. Wisdom Wealth serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with integrated financial planning, tailoring strategies to client objectives and risk tolerance.

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® with over 21 years of experience in the financial services industry. He has been with Dynamic Wealth Advisors since 2014 and also owns and operates Luna Wealth Management and a fixed insurance and annuity business. In addition, he is a partial owner of a CPA firm providing tax advisory services during tax season. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused, model-based approach that includes fundamental and technical analysis, and it actively employs derivatives and shorting strategies within managed accounts.

Matthew Dodd is a financial advisor at Lucas Retirement Group LLC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including New York Life Insurance Company, Mutual of Omaha, and Merrill. Outside his advisory role, he maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group offers discretionary asset management and financial planning, serving individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and also acts as a referral liaison to third-party money managers.

I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Charles Dickens IV is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and Cardone Ventures. Outside of finance, he was involved with Champions Yoga LLC for three years. Strategy Financial Group serves a diverse client base including individuals, pension plans, and charitable organizations, managing approximately $367 million across various accounts. The firm focuses on conservative, income-oriented investing and risk management using diversified multi-asset portfolios, complemented by its marketing and client education initiatives.

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.

Andrea Donaldson is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms including M.S. Howells & Co., InterOcean Capital Group, LLC, and Henry+Horne Wealth Management. Andrea also serves as EVP of Retirement Plans at MSH Capital Advisors, focusing on advising qualified retirement plans. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and securities-based lending, delivering advice through independent Investment Advisor Representatives who tailor recommendations to client goals and risk tolerances.

John Langer is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Merrill, Bank of America, and Raymond James Financial Services. Strategy Financial Group serves individuals—including high-net-worth clients—as well as pension plans, trusts, and charitable organizations, providing discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing with diversified, multi-asset portfolios managed on a multi-year time horizon.

John Heilner is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WT Wealth Management since 2013. Heilner was also involved with WT Tax Accounting from 2014 to 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models focused on diversification, low fees, and quarterly rebalancing, and it offers ESG options and values-based screening, alongside affiliated professional services such as tax accounting and estate law.

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at MSH Capital Advisors LLC since 2020 and previously spent five years at UMB Financial. Lukasik is also a founder and partner of Candor Wealth Advisors LLC, a wealth management firm based in Scottsdale, AZ. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives who tailor strategies to client goals and utilize third-party platforms for portfolio implementation and reporting.