Alexander Cudzewicz is the sole advisor at Oak Brook Asset Management, Corporation in Scottsdale, AZ. He holds the PFS™ designation and Series 65 license and has 28 years of industry experience. He has been with Oak Brook Asset Management since 1993. Oak Brook Asset Management is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs asset allocation alongside charting, fundamental and technical analysis, and tactical asset allocation to manage risk, with accounts monitored daily and reviewed quarterly.

Richard Gillons is the principal advisor at RHG Advisors LLC in Scottsdale, AZ, holding a Series 65 designation with 22 years of industry experience. He has worked with Heintz Wealth Management, LLC for nine years and has managed RHG Advisors LLC since 2000. RHG Advisors LLC provides fee-only, discretionary investment management services primarily to existing high-net-worth individuals, deferred compensation plans, and retirement plan participants. The firm focuses on custom diversified portfolios using mutual funds and ETFs, applying a disciplined investment process that includes fundamental, cyclical, charting, and technical analysis to tailor strategies to client objectives and restrictions.

Brian Springsteel is a CFP® and PFS™ credentialed advisor with 13 years of industry experience. He is the founder and sole advisor at Springsteel Investment Advisors, LLC, where he has worked since 2012. In addition to his advisory role, he serves as Vice President of Springsteel PC, a CPA practice offering tax preparation and planning services. Springsteel Investment Advisors provides discretionary portfolio management and financial planning to individuals, corporations, non-profits, and retirement plan sponsors. The firm uses a long-term, fundamentals-based investment approach with diversified portfolios and offers a combination of individual wealth management and retirement-plan fiduciary services.

Kristina Dahl is a financial advisor at Sunburst Financial Management LLC in Glendale, AZ, holding a Series 66 designation with 17 years of industry experience. Her previous roles include positions at Independent Wealth Network, Securities America, Verus Capital Partners, and Waddell & Reed. Outside of advising, she volunteers as a precinct captain for the Foundation of the Republican Party. Sunburst Financial Management provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts, and estates. The firm offers customized portfolios using a range of securities and emphasizes a long-term investment orientation with fundamental and technical analysis.

William Luhrs III is a financial advisor at Mount Financial Freedom with eight years of industry experience. He holds a Series 65 designation and has worked at Prism Investment Management and Life Options AZ, in addition to his current role. Luhrs is also president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom provides comprehensive financial planning and portfolio management services to individual, high-net-worth clients, and small business owners. The firm employs an investment approach based on the Efficient Market Hypothesis, using passive, low-cost ETFs and mutual funds tailored to clients’ risk tolerance and objectives, and offers educational workshops as part of its client engagement.

Francisco Ayala is a CFP®, CFA®, and Series 63 licensed advisor with nine years of industry experience. He has been with The Coleridge Group LLC since 2015. Outside of his advisory role, he occasionally serves as an assistant to an expert witness. The Coleridge Group LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with comprehensive financial life planning, project-based planning, discretionary investment management, and employee benefit plan services. The firm employs a modern portfolio theory-based, passive investment approach complemented by occasional fundamental and technical analysis, and is notable for its long operating history, diverse client mix, and atypical fee structure.

Robert England is a financial advisor at Asset Wealth Advisors, LLC in Scottsdale, AZ, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Asset Wealth Advisors since 2010. Asset Wealth Advisors provides discretionary asset management to individual and high-net-worth clients, developing tailored investment programs that incorporate multiple analysis methods and a range of strategies from long-term holdings to active options trading. The firm manages approximately $15.1 million in assets and emphasizes client-specific objectives and risk tolerances.

Denver Nowicz is a financial advisor with Wealth For Life, LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Simplicity Wealth, LifePro Asset Management, and Regal Investment Advisors. In addition to advisory work, he has been an independent insurance agent since 2001. Wealth For Life, LLC provides discretionary portfolio management for individual and high-net-worth clients, using a combination of analytical methods and a long-term trading approach across mutual funds, equities, fixed income, and ETFs. The firm manages approximately $21.1 million in assets over about 25 client accounts.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Richard Groff II is a financial advisor with TheMoneyMD.com, LLC in Peoria, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at AdvisorNet Wealth Management and Wealth Management International, Ltd. Groff is also a managing member of Health and Big Wealth, LLC, a bookkeeping entity, and is involved with Family Legacy Planning, LLC, which provides life insurance and annuities. TheMoneyMD.com, LLC offers investment management, financial planning, and third-party manager selection primarily for high-net-worth individuals, trusts, and estates. The firm employs a risk-first, managed-volatility approach using asset allocation and diversification, and maintains non-discretionary assets under management with ongoing portfolio reviews.

Lynda Heist is a financial advisor at L. Jane Heist Wealth Management, Inc. in Scottsdale, AZ, holding a PFS™ designation and a Series 65 license with 22 years of industry experience. She has operated her wealth management firm since 2010 and has run a CPA practice focused on tax compliance and consulting since 2003. Her firm provides discretionary, fee-only investment management services to individuals, their trusts, and retirement accounts. The firm emphasizes tailored portfolios using a mix of individual stocks, bonds, mutual funds, ETFs, and money market instruments, combined with ongoing monitoring and risk management strategies. The affiliated CPA practice offers tax planning and compliance services alongside investment management, including work with 401(k) plans.

Monica Felton is a CFP® with 15 years of experience in financial advising, currently serving as the sole advisor at The Elliott Group in Scottsdale, AZ. She has been with The Elliott Group Financial Solutions since 2011 and also operates as an independent insurance agent. The Elliott Group offers financial planning and consulting services to individuals and high-net-worth clients, focusing on retirement, tax, estate, and investment planning. The firm uses a co-advisory model with a third-party manager for portfolio management while maintaining direct client relationships and personalized financial guidance.

Anthony Iarocci Jr. is the principal at Du Lac Investment Group, LLC, an independent advisory firm based in Carefree, Arizona. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at several affiliated investment management and advisory firms. In addition to his advisory work, he serves as CEO and president of related asset management companies involved in investing in private and public entities. Du Lac Investment Group provides investment management and consulting services to a variety of clients, including pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers discretionary trading, wrap fee programs, and consulting services, with a focus on both direct investment oversight and selection of other investment managers.

Matthew Agnetti is a financial advisor at ClearView Private Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at American Income Life Insurance Company and in the nutrition industry. Agnetti maintains an active insurance license for life, health, and annuity products, though he is not currently contracted with any carriers. ClearView Private Wealth provides discretionary portfolio management and project-based financial planning services using a blended investment process that combines fundamental security selection with technical analysis. The firm serves clients under various fee arrangements and employs a core-satellite approach tailored to client risk profiles.

Michelle Moses is a Certified Financial Planner® with 21 years of industry experience, currently serving as the sole advisor at Me Financial, PLLC in Phoenix, AZ. Her prior experience includes roles at ON Investment Management CO and Innovative Advisory Group, LLC. She is also involved part-time in life insurance and annuities, assisting clients with needs assessment and application processes. Me Financial, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers financial planning, portfolio management, and the use of third-party advisers, focusing on individualized asset allocation and fundamental analysis through a range of investment vehicles including ETFs, stocks, and Reg D private placements.

Yuerg Eichmann is a financial advisor with Swiss American Asset Management, holding a Series 65 designation and over 11 years of industry experience. He has worked at Swiss American Advisors, LLC and Horter Investment Management, among other firms. In addition to his advisory role, he is a licensed real estate agent with Homesmart and operates an independent insurance advisory business where he creates financial retirement plans and sells annuities, life insurance, and long-term care products. Swiss American Asset Management is an independent, single-advisor registered investment adviser that provides portfolio oversight and manager selection services to individual and high-net-worth clients, focusing on aligning assets with risk-based model portfolios through third-party sub-advisers.

Andrew Mulindwa is a CFA® charterholder and the founder of Cognis Retirement Group LLC, where he has worked since 2013. He has 11 years of industry experience and serves as a director and co-founder of Cognis Private Markets. Mulindwa is also a visiting professor at local universities. Cognis Retirement Group provides fiduciary advisory and investment management services to retirement plan sponsors and private investors, focusing on plan governance, investment-menu construction, and participant education. The firm utilizes fundamental analysis for asset allocation and manager selection and offers various managed account and retirement income planning solutions, including third-party manager implementations and educational seminars.

David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.

Bruce Benham is the sole advisor at Baron Capital Management, LLC in Scottsdale, AZ, where he has worked since 2001. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Outside of his advisory role, he maintains a limited position as a designated broker with Showhomes Luxury Staging, a company that places home managers into real estate properties for sale. Baron Capital Management, LLC provides discretionary portfolio management and investment advice primarily to individual clients and a limited number of private business clients. The firm uses a combined top-down and bottom-up analytical approach across global asset classes and manages accounts on an event-driven basis.

Frank Molinar is a CFP®-certified financial advisor with 39 years of industry experience, currently leading Molinar & Co Financial Advocates. His prior roles include positions at Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar provides pro bono financial counseling to veterans and active military members and serves as president of the Arizona chapter of the National Speakers Association, where he supports professional and aspiring speakers. Molinar & Co Financial Advocates offers investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and corporations. The firm combines financial planning with portfolio construction using both passive and active strategies and is notable for its focus on retirement-plan consulting and ERISA fiduciary services.