Ramsey Brock is the sole advisor at Brock Asset Management in Gilbert, AZ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been affiliated with Fulton Brock Asset Management since 1991. Brock Asset Management serves individuals, trusts, small businesses, and nonprofit organizations, providing portfolio management and non-discretionary advisory services for employer 401(k) plans. The firm employs a value-oriented fundamental screening process focused on established, large-capitalization companies for long-term holding and offers educational workshops and regular communications for 401(k) plan participants.

Diane Ouellette is a CFP® and Series 65-registered financial advisor with 22 years of experience. She is the sole advisor at Gold Canyon Financial Planning, an independent fee-only firm she has led since 2004. Ouellette also has experience with Herring Cove Financial Planning dating back to 2001. Gold Canyon Financial Planning provides personalized financial planning and discretionary investment management primarily for individuals, couples, and families, including retirees, professionals, and business owners. The firm emphasizes a long-term, buy-and-hold investment approach using diversified, low-cost mutual funds, ETFs, and fixed-income instruments, and also offers educational workshops and pro bono services to a nonprofit organization.

Gregory Johnson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been the sole advisor at Vision Financial Services, Inc. since 2007 and also operates Vision Financial Advisors, LLC, which he founded in 2002. In addition to his advisory work, he is involved in insurance sales through Vision Financial Design Group, LLC, dedicating approximately 30% of his time to this business. Vision Financial Services is an independent, solo advisory firm managing approximately $20.3 million for individuals, trusts, estates, and charitable organizations. The firm provides discretionary asset management and financial planning, employing fundamental, technical, and cyclical analysis and offering access to third-party money managers.

Christopher Anthony is the principal of JTNC Wealth Advisors LLC, an independent advisory firm based in Mesa, AZ. He holds a Series 65 designation and has three years of industry experience. Christopher is also the managing member of Volare Capital Management LLC, a financial software development firm supporting trading strategies used by JTNC Wealth Advisors. JTNC Wealth Advisors offers discretionary investment management through separately managed accounts to high-net-worth individuals, corporations, trusts, and foundations. The firm employs automated, quantitative strategies focused on relative-value equity pair trading and trend-following in futures and commodities, using short-term, volatility-adjusted trading models.

Vearle Jones is a financial advisor with VM Jones Financial Consulting, L.L.C. in Gilbert, AZ, holding a PFS™ designation along with Series 63 and 65 licenses, and has 13 years of industry experience. He has been with his own firm since 2003. In addition to advising, he owns and operates an affiliated accounting and tax preparation business. VM Jones Financial Consulting manages approximately $48 million for a client base that includes individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs discretionary investment management with model portfolios, combining fundamental and asset-class valuation analysis, and maintains custody through Schwab Institutional. Its client mix features a larger proportion of institutional and non-individual accounts compared to many independent advisers of similar size.

Chris Dountz is the sole advisor at DCA Investment Advisory, LLC in Chandler, AZ, holding a Series 65 designation with 18 years of industry experience. He has been with DCA Investment Advisory since its founding in 2008. DCA Investment Advisory provides discretionary investment management and retirement plan consulting to individual clients, trusts, and plan sponsors. The firm emphasizes low-cost passive, index-linked model portfolios while allowing concentrated common-stock allocations under specific criteria, and offers pension consulting and service-provider selection services uncommon for a firm of its size.

James Rosebrough Jr. is a financial advisor with Strategic Financial Group, PLC in Mesa, Arizona, holding Series 63 and 65 licenses and bringing 25 years of industry experience. He has been with Strategic Financial Group since 2009 and also manages private real estate lending funds through AZDOT, LLC, where he serves as a managing member. Outside of advising, he is involved in real estate as a licensed agent and participates in a bookkeeping and tax firm owned jointly with his wife. Strategic Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and charting analyses to tailor portfolios aligned with client investment policies and manages roughly $16.7 million across about 85 accounts, including the sponsorship and management of private Regulation D real estate lending funds.

Paul Antoniadis is a financial advisor at Scenario Wealth Management LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Grasslands Family of Companies and Good Natured Products, as well as entrepreneurial involvement with Scenerio Ventures since 2010. Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth clients, and other advisers through discretionary and non-discretionary asset management, standalone financial planning, and a multi-tier Virtual Family Office/Scenario Stewardship program. The firm employs a combination of hourly consulting and fixed-fee offerings, utilizes fundamental and technical analysis along with modern portfolio theory, and incorporates derivatives for portfolio management within separately managed accounts.

Michelle Patel is the sole advisor at Patel Wealth Strategies, Inc. in Chandler, AZ, holding a CFP® designation with 24 years of industry experience. She has prior experience at FSC Securities Corporation, Inc. and operates a health and life insurance business alongside her advisory role. Patel also serves as Secretary of the Board of Ministry at Epiphany Luther Church. Patel Wealth Strategies, Inc. serves individual, high-net-worth, and business clients with comprehensive asset management, financial planning, and consulting. The firm follows a Modern Portfolio Theory-based investment process with customized asset allocation, primarily managing assets on a non-discretionary basis and offering a mutual-fund-only program through American Funds.

Alexander Telidis is a CFP® professional with 17 years of industry experience. He is the principal advisor at Innovative Financial Solutions, Inc., where he has worked since 2017. Prior to that, he was with ProEquities Inc. from 2015 to 2017. Outside of his advisory role, Telidis also works as an independent insurance agent. Innovative Financial Solutions, Inc. serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans through financial planning, discretionary portfolio management, and recommendations of third-party investment managers. The firm emphasizes retirement plan consulting and offers tailored portfolios using various strategies, managing about $93.2 million in discretionary client assets as of August 2026.

Richard Grant is the managing member of RFG Capital Management LLC in Gilbert, AZ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RFG Capital Management since 2008. Additionally, he is the managing member of American Insurance Planners LLC, a non-investment related insurance agency. RFG Capital Management LLC provides advisory services primarily to higher-net-worth and institutional clients, focusing on comprehensive financial planning and consulting. The firm acts mainly as a referrer to third-party investment advisors rather than directly managing client accounts.

Geoffrey Johnson is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance sales and also maintains a notary public commission. Wealth Management Advisors, LLC provides fee-based financial planning and portfolio management primarily for individual clients, managing approximately $4.1 million across 73 accounts. The firm uses documented investment policy statements and combines fundamental and technical analysis while monitoring and rebalancing accounts quarterly, employing third-party managers and offering educational seminars.

Darnell Grossi is a financial advisor with True North Wealth Management, LLC in Mesa, AZ. He holds the Series 66 designation and has 13 years of industry experience, including seven years at Edward Jones prior to joining True North Wealth Management in 2019. True North Wealth Management is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers investment management through a wrap fee program, as well as project-based and hourly financial planning services, with an emphasis on passive portfolio construction using low-cost index funds and ETFs complemented by fundamental analysis.

Gregory Stott is a financial advisor at Approach Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Asset Management and Stoker Ostler, a part of BMO Financial Group. Outside of his advisory work, he is involved in managing an outdoor boat and RV storage facility and participates in a business manufacturing outdoor family yard games. Approach Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm manages client assets internally and delivers personalized investment oversight through individualized Investment Policy Statements.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 15 years of industry experience. Prior to joining Clear Skies Financial, he worked at Merrill for four years and has maintained ownership roles in several companies, including a manufacturing firm where he serves as CFO. Outside of financial advising, he is the sole proprietor of an insurance business and is involved in non-investment-related ventures through DQ Holdings, L.L.C. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, written financial plans, and 401(k) consulting. The firm manages approximately $24 million across a small client base, employing both fundamental and technical analysis within its portfolio management, and offers performance-based fee arrangements for qualified clients.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC in Gilbert, AZ, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at VB&T Wealth Management, HTLF/Arizona Bank & Trust, and First Western Trust. Ensign Advisory Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes documented client goals, fundamental analysis, modern portfolio theory, and regular portfolio monitoring, utilizing third-party platforms and model portfolios for implementation.

Mark Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Next Financial Group Inc and Marathon Advisors, Inc. Outside of advisory work, he serves as an expert witness on securities-related matters for various law firms. Sunstone Financial offers fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy centered on fundamental analysis, primarily managing customized portfolios through mutual funds, especially American Funds.

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.