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.

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.

Douglas Johnson is the sole advisor at Rockford Asset Management LLC in Anthem, AZ, holding a Series 65 credential and bringing 21 years of industry experience. He has worked at Rockford Asset Management since 2003. Rockford Asset Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, creating customized asset allocations and investment policy statements for each client.

Aleksander Cupi is a financial advisor with Lifetime Investments & Insurance LLC in Peoria, AZ, holding a Series 65 designation and nine years of industry experience. He has worked at Lifetime Investments & Insurance LLC since 2016 and at Lenn Corporation since 2015. Cupi is also a licensed insurance agent with his firm. Lifetime Investments & Insurance LLC is a solo advisory practice that provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a long-term investing approach based on fundamental analysis and offers both discretionary and non-discretionary management.

James Willis is the sole advisor at Beacon Bay Asset Management LLC in Peoria, AZ, holding a Series 66 designation with 23 years of industry experience. He has led Beacon Bay Asset Management since 2006. Willis also conducts educational seminars on generating income from portfolios using credit spreads on indexes, held in various cities. Beacon Bay Asset Management is an independent registered investment advisor managing approximately $26.6 million for 43 private clients, primarily individuals nearing or in retirement. The firm provides discretionary portfolio management focused on active, tactical equity strategies using quantitative, fundamental, and technical analysis, concentrating on select S&P 500 sectors with daily account monitoring.

Lisbeth Weiss is a financial advisor at Weiss Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has focused her practice on serving clients primarily in or near retirement. Weiss Financial Services is an independent, fee-only advisory firm that provides comprehensive financial planning and consulting to individuals, trusts, small businesses, and small nonprofit organizations. The firm emphasizes a non-discretionary investment approach grounded in modern portfolio theory, with a focus on retirement income, asset preservation, and tax planning.

Brian Kramer is a Series 66 licensed financial advisor with 15 years of industry experience. He has been the sole advisor and owner of Blk Financial Advisors, LLC since 2010. The firm serves individuals, including some high-net-worth clients, as well as trusts, offering financial planning and discretionary portfolio management. Blk Financial Advisors applies a mix of technical, fundamental, and cyclical analysis to construct conservative, low-turnover portfolios of stocks, bonds, mutual funds, and ETFs. The firm manages approximately $5.4 million in client assets and serves an unusually broad client base for a solo adviser, including institutional and organizational accounts such as charitable organizations, corporate, pension, and governmental clients.

Marcus Pimentel is a Series 65-licensed financial advisor with three years of industry experience. He currently serves at SL Capital and Foundations Investment Advisors, LLC. Outside of finance, he is involved in academic and tutoring services through Pimentel Academic Services and works as a designer and administrator with Prometheus Innovations LLC. SL Capital is a four-advisor team providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary and third-party model portfolios, with day-to-day management and reporting handled by a sub-adviser, tailoring allocations to client objectives.

Justin Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Securities America, Inc. and PFG Advisors. Outside of advising, he is involved in sales for personal protection and security services. Thunderbird Wealth Management serves individuals, high-net-worth clients, trusts, estates, and select institutional accounts, offering discretionary investment management and written financial planning. The firm employs a tactical asset allocation approach that incorporates fundamental and technical analysis, using ETFs and selective individual equities, and manages a relatively uncommon wrap fee program for its size.

Patrick Kearns Jr. is a financial advisor at 345 Investment Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of advisory work, he is a partner in 345 Wealth Management, LLC and owns an insurance brokerage firm specializing in term life insurance. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm focuses on plan-linked and institutional-style accounts, managing portfolios through proprietary and third-party models with a combination of fundamental and technical analysis across diverse investment strategies.

Jarrod Rice is a financial advisor at Essential Investing with a Series 65 designation and two years of industry experience. He has worked at Essential Investing Wealth Management since 2024 and concurrently serves as a special projects manager at Mercy Care, a nonprofit where he oversees administration of federal and state grant funding. Essential Investing provides integrated financial planning and portfolio management to individuals, high-net-worth clients, not-for-profits, and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Jacob Chaparro is a financial advisor at Zenith Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a year at Advisory Services Network, LLC before joining Zenith Investment Management. Zenith Investment Management offers financial planning, discretionary portfolio management, and consultation services to individual and institutional clients, including high-net-worth households. The firm manages client accounts through goal-based plans combining fundamental and technical analysis with strategic and tactical asset allocation, and also manages a private pooled fund employing a quantitative, proprietary algorithmic strategy.

Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.

James Oconnor II is a financial advisor with O'Connor Capital Advisory, LLC in Scottsdale, Arizona, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has served as owner and managing member of O'Connor Capital Advisory since 2010 and previously was involved with the Coronado Schools Foundation from 2013 to 2017. O'Connor Capital Advisory provides discretionary portfolio management and tailored financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized investment programs and maintains a small, supported advisory team focused on concentrated decision-making.