Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Transition Financial Advisors Group, he worked 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 through discretionary investment management and optional standalone financial planning and consulting. The firm is notable for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and documented use of derivatives in client accounts.

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has operated Clear Skies Financial since 2015 and serves as Chief Financial Officer of JJ Rock Co., a manufacturing company. Geib also manages DQ Holdings, L.L.C., a non-investment-related business. Clear Skies Financial provides financial planning, 401(k) consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm offers asset management through a wrap fee program, fixed-fee financial plans, and fee-based seminars, employing both fundamental and technical analysis with flexible investment strategies.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at VB&T Wealth Management LLC, HTLF/Arizona Bank & Trust, The Milestone Group, COBIZ Wealth/BOK Financial, and First Western Trust. 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 uses fundamental analysis and modern portfolio theory with a long-term trading approach, offering portfolio management, broad financial planning, and access to third-party managers and platform solutions.

Mark Godfrey is a financial advisor with Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Sunstone Financial Services since 2007 and previously at Next Financial Group Inc. Godfrey also serves as an expert witness on securities-related matters for various law firms. Sunstone Financial provides fee-based investment advisory services to individuals, trusts, estates, and charitable organizations, managing approximately $75 million across about 130 client accounts. The firm uses a tactical allocation approach focused on long-term holdings and risk reduction, primarily investing through American Funds mutual funds with selective use of ETFs and other securities.

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.

Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.

Joseph Weber is a financial advisor at Integrated Financial Solutions, PLLC in Mesa, AZ, with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Integrated Financial Solutions and Voya Financial Advisors during his career. Outside of advising, he is also an independent insurance agent specializing in the sale of individual and group fixed insurance products. Integrated Financial Solutions, PLLC serves individuals, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm focuses on retirement-plan fiduciary services and employs a documented investment process that includes fundamental, technical, and cyclical analysis.

Robert Sollis is a financial advisor at Taurum Retirement Partners, LLC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Since 2016, he has been with Taurum Retirement Partners and is also a licensed independent insurance agent in Arizona, selling life, accident, and health insurance products. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients through discretionary portfolio management and access to third-party managed programs. The firm applies Modern Portfolio Theory and fundamental analysis to create personalized asset allocations and employs a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Sean Fleming is a financial advisor at Fleming Financial Services in Mesa, AZ, with eight years of industry experience. He holds a Series 65 designation and has been with Fleming Financial Services since 2013. Outside of advising, he hosts a weekly radio show called My Smart Retirement on Money Radio. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning services tailored to each client’s objectives and risk tolerance.

Jennifer Strymecki is a financial advisor at Transition Financial Advisors Group, LLC with seven years of industry experience. She holds a Series 65 designation and has previously worked at Cardinal Point Capital Management, ULC, Ernst & Young, and related Cardinal Point entities. Transition Financial Advisors Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates through discretionary investment management and financial planning. The firm is noted for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and the use of options strategies within client portfolios.

Jackson Beck is a CFP® with eight years of industry experience, currently serving as an advisor at Taurum Retirement Partners, LLC since 2016. Prior to this, he worked at Sluffin It Consulting and Utah State University. He was also the managing member of a pass-through tax conduit entity that was dissolved in 2021. Taurum Retirement Partners is a boutique investment adviser serving individual and high-net-worth clients with discretionary portfolio management and access to third-party managed programs. The firm uses Modern Portfolio Theory and fundamental analysis to create personalized asset allocations, employing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments.

Matthew Benson is a CFP® professional with 12 years of industry experience. He is currently the sole advisor at Sonmore Financial LLC, where he has worked since 2020, following five years at Next Financial Group, Inc. Sonmore Financial LLC provides discretionary asset management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm also offers retirement plan advisory services and utilizes a combination of in-house management, third-party models, and custom portfolios.

Steven Smartt is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smartt Wealth Solutions since 2014. In addition to his advisory role, he is involved in a life insurance brokerage with various carriers, dedicating fewer than five hours per week to this activity. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm collaborates with Matson Money for platform management and fee billing while offering educational seminars and coordinating with other professionals to support client needs.

Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.

Mark Hall is a financial advisor with Smartt Wealth Solutions, LLC in Gilbert, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Smartt Wealth Solutions since 2015 and also operates Mark E. Hall, PC, where he is a partner and attorney with over two decades in legal practice. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, utilizing a third-party platform for investment implementation and emphasizing collaboration with other client professionals.

Austin Frazier is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Capital Strategies Group, LLC since 2022 and previously held positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Outside of advisory work, he is also licensed as an insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm manages approximately $103 million in discretionary assets and utilizes a periodic email newsletter as part of its client prospecting efforts.

Jonah Rauguth is a CFP® with seven years of industry experience, currently serving at Immaculate Wealth Management, LLC. He has also worked with Gradient Securities, LLC and Precision Investments Inc. Outside of financial advising, he works as an independent insurance agent and provides grocery delivery services through Instacart. Immaculate Wealth Management, LLC is a fee-based investment adviser managing approximately $141 million for roughly 574 clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning, employing fundamental, technical, and cyclical analysis to tailor investment strategies aligned with client objectives.

Timothy Hill is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Krueger Financial and has held positions at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Hill is also involved in fixed insurance sales as part of his business activities. Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Damon Roberts is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Prior to that, he has been involved with Acute Financial since 2001. Acute Investment Advisory provides discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm manages approximately $200 million across 666 client relationships and employs an ETF-centric investment approach with the use of derivatives and structured products.

Matthew Penkert is a CFP® professional with 23 years of experience, currently serving as the sole advisor at Pro Tax Financial Services, LLC in Mesa, AZ. He has operated at Pro Tax Financial Services since 2003 and also provides tax preparation services. Pro Tax Financial Services offers tax preparation, accounting, financial planning, and investment advisory services primarily to individual clients, occasionally serving trusts, estates, charitable organizations, and business entities. The firm integrates tax and accounting practices with asset management, employing a range of investment strategies informed by fundamental, technical, and cyclical analysis.