Shawn Tehrani is the sole advisor at Tehrani Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led his independent firm since 2010. Tehrani Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored advice using a range of investment methods including charting, fundamental, technical, and cyclical analysis, and manages client accounts primarily on a non-discretionary basis.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

Jon Paul Holyoak is the principal advisor at Holyoak Wealth Management, LLC, an independent firm based in Paradise Valley, AZ. He holds Series 63 and Series 66 designations and has 23 years of industry experience. His previous roles include founding and operating Holyoak Wealth Management since 2013. Outside of advising, he serves as an officer for JP and J Marketing Services, Inc., a company providing marketing services unrelated to investments, and participates in local nonprofit organizations supporting education in Scottsdale, AZ. Holyoak Wealth Management is a single-advisor firm managing approximately $11.4 million on a discretionary basis for about 35 clients, including individuals, high-net-worth clients, trusts, and business entities. The firm offers customized, fee-based investment management across various securities and advises on insurance, retirement plans, and education savings, tailoring strategies based on client risk tolerance, objectives, and investment restrictions.

Alex Hilbert is the sole advisor at Life Story Wealth Planning in Scottsdale, AZ, with 13 years of experience in the financial industry. He holds Series 65 and Series 63 licenses and has previously worked at THE Vanguard Group, Inc., JNR Networks LLC, and Hilbert Financial Group LLC. Hilbert maintains an outside business to which he devotes part-time hours. Life Story Wealth Planning provides discretionary wealth management to high-net-worth individuals and corporations and publishes an investment newsletter with optional paid premium tiers. The firm employs a proprietary three-layer investment process involving fundamental, technical, and macro analysis, utilizing options, futures, short positions, and concentrated asset-class selection within an active management approach.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Kenneth Holman is a financial advisor at Overland Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Overland Advisors Corporation since 2025. Holman is also Chairman of the Board for The Overland Group Inc., a commercial development and construction company he has been involved with for nearly 40 years and is currently helping his sons manage. Overland Advisors is an independent, fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a diverse client base, including retirement plans, trusts, charitable organizations, corporations, and individual investors. The firm emphasizes customized investment policy statements and ongoing portfolio monitoring, with a notable practice of referring clients to real estate services due to the principal’s involvement in a vertically integrated real estate group.

Joseph Mangone is a CFP® with 18 years of industry experience and has led J. Mangone Capital Management LLC since 2011. Based in Paradise Valley, AZ, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. J. Mangone Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including a significant portion of high-net-worth households. The firm’s portfolios emphasize privately negotiated equity positions and municipal/state bonds, serving a relatively small client base with a high assets-per-client ratio.

James Barrons Jr. is a financial advisor with First Financial Strategies, Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with First Financial Strategies, Inc. since 1988. Outside of financial advising, Barrons serves as chairman and CEO of RMG Outdoor, Inc., a company that fabricates outdoor billboards, and holds leadership roles in several other outdoor advertising and landscaping businesses. First Financial Strategies, Inc. provides investment advisory and financial guidance services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolio allocations based on client-specific factors and operates under a professional alliance with Morgan Stanley, which handles custody and investment discretion while FFSI maintains a consultative role.

Daniel Bustamante is the principal advisor at Bustamante & Co in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. He has previously worked at Stockability LLC, Jack Grace Golf USA, and Landshark Capital LLC, and has managed Bustamante Capital LLC, a private family office and consulting firm for private companies, since 2000. Bustamante & Co provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a concentrated portfolio approach driven by fundamental research, utilizing event-driven ideas, macro analysis, derivatives, and sizable cash allocations, and offers both standard asset-management accounts and a separate long/short equity program available to qualified clients on a performance basis.

Joseph Harding is a financial advisor at Arcadia Wealth LLC in Phoenix, Arizona, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Holos Financial, LLC and his own CPA firm, Harding CPA, LLC, which he has operated since 2017. Harding serves as treasurer and assistant treasurer for Phoenix United Reformed Church, where he manages the budget and participates in finance and leadership committees. Arcadia Wealth provides investment management, financial planning, and consulting services to individuals, families, and businesses, employing an academic, asset-allocation-centered approach. The firm coordinates closely with an affiliated accounting practice and offers retirement-plan consulting and discretionary asset management.

Peter Shannon is a CFP® and CFA® with 12 years of industry experience, currently serving as the sole advisor at Ebis in Phoenix, AZ. He has been with EBIS, Inc. since 2001. Ebis provides investment management, financial planning, and risk-management consulting to individuals, retirement plan sponsors, and institutional clients. The firm emphasizes tax-efficient, diversified portfolios and offers institutional-grade retirement fiduciary services alongside bespoke risk consulting and educational resources.

Lawrence Fuller II is the principal of Fuller Asset Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has led his independent firm since 2005. In addition to his advisory work, Fuller has contributed articles to Seeking Alpha since 2013 and serves as a strategic partner with the copy-trading platform dub, where he manages portfolios available for users to replicate. Fuller Asset Management provides customized, non-discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, and other entities. The firm employs both fundamental and technical analysis to construct portfolios typically consisting of equities, debt securities, and ETFs, conducting regular client reviews and trade approvals.

Gregory Goodman is the sole advisor at EMRO Asset Management, LLC, based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 5 years of experience in financial advising, alongside over 30 years as an attorney and partner at the law firm Goodman & Goodman. His dual roles in law and investment advising are notable aspects of his professional background. EMRO Asset Management is an independent, single-advisor firm serving a small group of high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, utilizing multiple analysis methods and a range of investment strategies tailored to client goals and risk tolerance.

Samuel Castaneda Jr. is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Castaneda Financial Management in Phoenix, AZ. He previously worked at ARQ Wealth Advisors, LLC and LPL Financial. He is also a licensed insurance agent. Castaneda Financial Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and focuses on tailoring strategies to clients’ goals while maintaining a concentrated client base.

Keith Bolognese is a financial advisor with Alt Alpha Capital, LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at Quad Capital, LLC since 2013. Alt Alpha Capital, LLC acts as the general partner and manager of a private pooled hedge fund and provides discretionary portfolio management services to individual and high-net-worth clients. The firm’s investment process combines macro-driven, data-focused analysis with a mix of long- and short-term trading strategies and includes ESG considerations among its approaches.

Robert Pace is the principal and sole advisor at RJ Pace Financial with 22 years of industry experience. He holds a Series 65 credential and has worked at IBM Corporation from 2002 to 2019 before founding his independent firm in 2003. RJ Pace Financial offers discretionary portfolio management and consultation services to individual investors, including retirement and taxable accounts, trusts, and family members. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, low-turnover passive funds, and periodic rebalancing to manage risk and pursue long-term growth and income.

Derek Sinani is the sole advisor at Ironwood Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Ironwood Wealth Advisors since 2010 and is also associated with DDBL, LLC, an inactive entity without business activity. Ironwood Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth investors, offering discretionary portfolio management based on six model portfolios customized to client goals and risk tolerance. The firm combines fundamental analysis with technical trend-following and mainly uses mutual funds and ETFs, managing a concentrated book of discretionary assets.

Lawrence Moskat is a Certified Financial Planner® with 16 years of industry experience. He is the principal of Retirement Income and Inheritance Advisors, LLC, an independent firm he has led since 2009. Outside of advisory services, he operates an independent insurance sales business. Retirement Income and Inheritance Advisors, LLC serves individual and institutional clients, providing financial planning, pension consulting, and ongoing investment supervision. The firm develops customized plans and utilizes multiple analytical methods to guide investment decisions, billing through fixed fees rather than asset-based charges.

Seth Rosenberg is a financial advisor at Ability First with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Executive Solutions, LifeMark Securities Corp., and Capital Services Inc. In addition to his advisory role, Rosenberg owns and operates a retail industrial boot store and manages some family business interests. Ability First Financial serves high-net-worth individuals, business owners, and institutional clients by providing investment supervisory services, financial planning, and business consulting. The firm combines advisory and insurance services, employs a documented fiduciary process, and offers specialized solutions including pension consulting and plan administration.

Randolf Albers is a financial advisor with Advanced Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has served as CEO and President of Albers Financial Group Inc. since 1989 and has been with Advanced Financial Services since 2016. Outside of advisory work, he manages an aircraft operations business and serves as president and trustee of the Albers Family Trust. Advanced Financial Services provides portfolio management, financial planning, and third-party manager selection and oversight for a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, and individuals. The firm combines pension-plan consulting and manager-selection services with insurance affiliations and emphasizes fundamental and technical investment analysis without engaging in option trading, commodities, or performance-based fees.