Creg Ostler is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He previously worked for Stoker Ostler, a part of BMO Financial Group, for 16 years before retiring in 2023 and founding Ostler Financial Advisors, LLC in 2026. He is also involved with RELTSO, Inc. outside of his advisory work. Ostler Financial Advisors, LLC is a newly formed firm that serves individuals, families, trusts, estates, and nonprofit entities. The firm provides discretionary investment management and comprehensive financial planning using a long-term, diversified approach supported by quantitative analysis and portfolio optimization.

Caleb Huftalin is a CFP® professional with 14 years of industry experience. He is currently with Ridgeline Private Wealth and has previously worked at Catalyst Wealth Management and Kalos Management. Ridgeline Private Wealth is an SEC-registered advisory firm managing approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and private placement advisory services, utilizing a blend of quantitative, fundamental, technical, cyclical, and economic analysis in its investment approach.

Shaun Mize is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Rivertree Wealth. He has two years of industry experience, including prior roles at Brighton Jones and nine years of service in the United States Air Force. Rivertree Wealth serves individual and high-net-worth clients with discretionary investment management and standalone financial planning services. The firm employs a risk-based, passive investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

Robert Smith is a financial advisor at Integrated Financial Solutions, PLLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SilverTree Special Needs Planning since 2014 and Voya Financial Advisors from 2014 to 2019. Smith is involved in nonprofit work related to special needs education and advocacy and serves as president of the board for Academic Opportunity of Arizona. Integrated Financial Solutions, PLLC provides fee-only financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, and it has a notable focus on retirement-plan fiduciary services, including ERISA 3(21) advice and 3(38) plan management.

Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Matthew Deaton 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. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers 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 employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.

Chase Deters is a CFP® and ChFC® with 20 years of industry experience. He is currently with Prospera Capital Management, LLC and has previously worked at The Vanguard Group, Raffa Wealth Management, and Spire Wealth Management. Outside of his advisory work, he is involved in rental property investment. Prospera Capital Management serves individuals, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental, quantitative, qualitative, and sector analysis and provides both project-based and ongoing financial planning services.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with three years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and Maximum Senior Benefits. Outside of advising, he is involved in insurance sales. BrightGuide Financial primarily serves pooled and institutional accounts by providing discretionary portfolio management, financial planning, and referrals to third-party investment advisers. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach tailored to clients’ risk profiles and time horizons.

Nicholas Harris is a Series 65-licensed advisor with Clear Skies Financial in Gilbert, AZ. He has 19 years of experience with Northrop Grumman and has been with Clear Skies Financial and RejuvGen since 2026. Outside of his advisory work, he is a part-owner of Unique Ink Printing LLC, a printing company offering screen printing, embroidery, decals, and vinyl services. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a sponsored wrap fee program that incorporates both fundamental and technical analysis.

Brian Wruk is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Transition Financial Advisors Group, Inc. since 2001. Transition Financial Advisors Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, and estates through discretionary investment management and standalone financial planning. The firm is notable for its cross-border services focused on U.S.–Canada transitions, outsourced tax-preparation offerings, and the documented use of derivatives in client accounts.

William Eberhard is a financial advisor at Ridgeline Private Wealth in Mesa, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Ridgeline, he held roles at Hubbard Family Swim Schools and The Bargain Bin. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm employs a blend of quantitative, fundamental, technical, cyclical, and economic analysis to inform both model-based and discretionary investment decisions.

Gregory Brown is a financial advisor at West Coast Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Coast Financial Services and West Coast Capital Management since 2006. Outside of advising, he has sold insurance products since 1987. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting services. The firm employs a combination of strategic, dynamic, and tactical investment approaches grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Michael Saban is a Series 65-licensed advisor with Fleming Financial Services, where he has worked since 2020. He has four years of industry experience and also serves as an Education Director at Online Trading Academy. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services tailored to each client's objectives and risk tolerance.

Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and General Southwest Insurance Agency. He is also involved in estate planning through Copper Canyon Law, assisting with trusts and wills. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers and conducting financial planning and asset-under-advisement reviews. The firm focuses on client onboarding, educational workshops, and non-discretionary recommendations while account management and trading are handled by third-party managers.

Heather McClain is a CFP® with 19 years of industry experience currently with Prospera Capital Management, LLC. She previously worked for 12 years with The Vanguard Group, including Vanguard Advisers and Vanguard Marketing Corporation. She serves as president of the Hacienda Royale HOA board in Phoenix, AZ. Prospera Capital Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm builds individualized portfolios across multiple asset classes and provides ongoing monitoring and business-oriented planning services.