Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at DeWitt since 2018. Prior to that, he spent a year with ETF Model Solutions and has been the owner of Valor Consult LLC since 2014. Frank is also a co-founder of Portfolio Catapult, LLC, an investment research technology company, and is involved with related financial technology ventures. DeWitt Capital Management serves individual and high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary portfolio management as well as sub-advisory services to other registered investment advisers. The firm uses a combination of fundamental and technical analysis with proprietary and third-party screening tools to build globally diversified portfolios and sector allocations, including a specialized Energy Income Strategy focused on master limited partnerships.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

Travis Zsiga is a financial advisor at Modern Wealth LLC with a Series 65 designation and experience working in advisory and related services since 2022. He also operates Zsiga CPA PLLC and previously worked in the furniture rental industry. Modern Wealth LLC serves individuals, high-performing W-2 employees, entrepreneurs, and small businesses with discretionary portfolio management, financial planning, and pension consulting. The firm combines Modern Portfolio Theory and fundamental analysis with a technology-enabled approach, offering both traditional and alternative investment products.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Marie Burns is a CFP® with 24 years of industry experience, currently affiliated with Wise World Investment Planning in Chandler, AZ. She has held roles at LPL Financial and Sagepoint Financial among others. Outside of advisory work, she is the author of a financial organization book titled "Before" Financial Checklist and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning is a registered investment adviser that provides comprehensive financial planning and related services to individuals, trusts, and businesses. The firm focuses on preparing and implementing financial plans using both fundamental and technical analysis and employs a fixed and hourly billing approach rather than a percentage-of-assets model.

Francisco Sirvent is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently with Lifestyle Planning, LLC and has a background at Keystone Wealth Partners LLC and Keystone Law Firm & Wealth Partners. Sirvent is also an owner, attorney, and author at Keystone Law Firm, where he provides estate and wealth planning services. Lifestyle Planning, LLC serves individuals, high-net-worth clients, families, and business owners by offering investment advisory, financial planning, and boutique family office services. The firm focuses on non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. in Mesa, AZ, with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and AmeriFirst Financial, Inc. Larsen is also CEO of Larsen Capital Partners, LLC, where he serves as a producer and servicing agent of life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers for investment implementation and offers tailored portfolios reviewed at least annually.

Shaun Mize is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rivertree Wealth. He has two years of industry experience, including prior roles at Brighton Jones and nine years of service in the United States Air Force. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning services. The firm employs a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

Jake Ulrich is a financial advisor with Arbor Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation and 13 years of industry experience. He has worked at Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, a related business. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, using model-driven, ETF-focused strategies guided by risk scores and modern portfolio theory. The firm manages approximately $107 million for about 105 client households, typically on a discretionary basis with documented investment policy statements and regular reviews.

Adam Dekker is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is associated with Meredith Dekker Financial Services, LLC and has worked at Silver Oak Securities, LLC and Sutterfield Financial Group. Dekker is also a licensed insurance agent and provides tax preparation, accounting, and divorce-related financial consulting services, including Certified Divorce Financial Analyst (CDFA) support. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative and technical methods but does not custody or trade client accounts, typically concluding engagements after delivering financial plans unless further work is requested.

Kathleen Barrett is a Series 65 licensed advisor with Meredith Dekker Financial Services, LLC, where she has worked since 2023. She has over two years of industry experience and also operates Barrett Bookkeeping and Tax LLC, providing bookkeeping and sales tax services. Barrett has held roles at Silver Oak Securities, Inc. and Meredith Dekker Financial Services in various capacities since 2018. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative and technical methods in its planning, and integrates insurance, tax preparation, and accounting services into its offerings.

Richard Spadaro is a financial advisor at WLTH Capital Management, LLC in Chandler, AZ, holding Series 65, Series 63, and Series 66 licenses with one year of industry experience. Prior to joining WLTH Capital, he worked at Intel Corporation for ten years. WLTH Capital Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a fundamental, generally long-term investment approach with portfolios typically constructed from mutual funds and ETFs and is notable for managing over $200 million in client assets while offering specialized services such as acting as a 3(38) fiduciary for retirement plans.

Chase Deters is a financial advisor at Prospera Capital Management, LLC with 20 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at The Vanguard Group and Raffa Wealth Management. Outside of advisory work, he is involved in rental property investment. Prospera Capital Management serves individuals, trusts, pension plans, and business entities with discretionary asset management and financial planning. The firm constructs individualized portfolios using fundamental, quantitative, and qualitative analyses and offers a range of planning services including retirement, estate, and business-oriented financial planning.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.