Kodi Thruston is a financial advisor at Amplify Financial, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. Outside of his advisory role, Thruston is the founder of a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients. The firm offers a technology-driven platform that supports trading, reporting, and back-office functions while allowing advisers to maintain direct client relationships and control investment objectives.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.

Alan Cox is a financial advisor at Hillspring Financial, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Northpointe Consulting, Northpointe Financial, and Taylor Capital Management. He is also licensed to sell life, annuity, health, dental, and vision insurance. Hillspring Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and serves clients using both wrap-fee and non-wrap platforms, integrating mutual funds, ETFs, and third-party managers in tailored client programs.

Megan Wells is a financial advisor at Confluent Asset Management LLC based in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm employs a variety of investment strategies and analytic methods, including fundamental and technical analysis, and offers tailored portfolio monitoring and investment policy documentation.

Kyle Erickson is a CFA® charterholder with a Series 63 license and over 11 years of industry experience, including a decade at Northern Trust before founding Elevate Investment Management, LLC. He is based in Scottsdale, AZ. Elevate Investment Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. The firm manages approximately $36.8 million, employing a combination of fundamental analysis and modern portfolio theory to create diversified portfolios that may include options strategies, mutual funds, ETFs, and private placements.

Timothy Maiefski is a financial advisor with Foothills Advisors, LLC, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Foothills Advisors since 2019 and previously was with Vigilare Wealth Management from 2011 to 2019. Outside of advisory work, he operates as a sole proprietor and is also an insurance agent. Foothills Advisors provides discretionary asset management and financial planning to individual and high-net-worth clients, offering complimentary financial plans to portfolio management clients. The firm uses a goals-based, discretionary approach combining fundamental and technical analysis with Monte Carlo modeling, and employs strategies including derivatives and limited borrowing in separately managed accounts.

Zachary Brodt is a financial advisor at SL Capital with 19 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Raymond James & Associates, First Financial Equity Corporation, and Foundations Investment Advisors. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses a combination of proprietary and third-party model portfolios, offering access to alternative investments through sub-advisers and private funds.

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include over two decades at Midwest Financial Group, Inc., followed by positions at Securities America, Inc. and Securities America Advisors, Inc. before joining RK Retirement Solutions in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses, managing approximately $21.5 million in assets for about 92 clients. The firm employs discretionary asset management and financial planning, utilizing strategies including modern portfolio theory and fundamental, technical, and cyclical analysis.

Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.

Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.

Michael Mcalister is a financial advisor with Stone Island Financial Planning in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at South Georgia Capital, LLC since 2009. Outside of his advisory role, he is the managing member of Raintree Capital Management, LLC, a registered commodity pool operator, and serves as a director and board member of fintech firm Click Capital Markets. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and discretionary investment management. The firm manages client portfolios across multiple asset classes using a range of analytical methods and employs distinctive strategies such as performance-based compensation and derivatives use, while maintaining relationships with affiliated entities in commodity fund management and fintech.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

Phillip Wiltfong is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Buttonwood Capital Management and LPL Financial. Prior to his current roles, he worked at FactSet and Paycom. Buttonwood Capital Management serves individual and high-net-worth clients, including entrepreneurs, executives, and multi-generational families, providing customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $380 million across about 340 client relationships with tailored portfolios that include equities, bonds, mutual funds, ETFs, options, and other investments.

Adam Oliver is a Series 65–licensed financial advisor at Stone Island Financial Planning in Scottsdale, AZ, with three years of industry experience. His career includes roles at South Georgia Capital, Byline Bank, Northern Trust, and prior work in education at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, providing financial planning, discretionary investment management, and limited-scope project engagements. The firm employs cyclical, fundamental, and technical analysis in portfolio management and offers strategies including derivatives and hedging, managing roughly $134 million in assets with a two-advisor team.

Jeffrey Snell is a financial advisor at JR Snell Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2001. Prior to that, he was affiliated with JR Snell & Co. starting in 1997. JR Snell Capital Management, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis to select securities and ETFs, and offers financial coaching along with online planning tools.

Jeffrey Jones is a financial advisor at Foothills Advisors, LLC in Cave Creek, AZ, holding a Series 66 designation with 17 years of industry experience. He has worked at Heritage Wealth Management and Wells Fargo prior to joining Foothills Advisors in 2018. Jones is also an insurance agent affiliated with Foothills Insurance Group, LLC. Foothills Advisors provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling, and it offers public educational seminars alongside strategies such as covered-call option writing and private placements.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.