Tyler Fernstrom is a financial advisor at BrightGuide Financial with a Series 65 credential and two years of industry experience. He has worked at BrightGuide Investment Advisors, AE Wealth Management, and Maximum Senior Benefits, among other positions. BrightGuide Investment Advisors, LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to guide investment decisions. The firm offers tailored model allocations across various asset classes and maintains an affiliation with an insurance agency.

Karmi Gutman is a CFP® with six years of industry experience, currently serving as a financial advisor at Lifestyle Planning, LLC in Chandler, AZ. Prior to joining Lifestyle Planning, Gutman held roles at Buttonwood Capital Management and The Vanguard Group, Inc. Lifestyle Planning, LLC provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm specializes in non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

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.

Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.

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.

Darius Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Next Financial Group, Charles Schwab, and Calisi Financial. Sunstone Financial provides fee-based, discretionary portfolio management and advisory services primarily for individuals, trusts, estates, and charitable organizations, using a tactical allocation strategy focused on mutual funds and customized client portfolios.

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.

Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Centric Advisors, LLC, Capital Markets IQ, and Concert Wealth Management, Inc. In addition to advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) capacities.

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.

Scott Abrahamson is a CFP® professional with 25 years of industry experience. He is currently with Wellspring Advisors, Inc. and has held previous roles at Oswego Wealth Advisors Inc., The H Group, Inc., and Kms Financial Services Inc. He has also been affiliated with Portland Community College for over two decades. Wellspring Advisors, Inc. serves individual clients, trusts, estates, charitable organizations, and retirement plans, providing comprehensive financial life planning, investment management, and administrative support for estate-document preparation. The firm uses a strategic asset allocation approach that includes managing a network of specialist money managers and incorporating tax-management techniques and alternative mutual-fund strategies.

Jameson Zimmerman is a Series 65-registered advisor with Templeton Financial Services Inc. in Chandler, AZ. He has been with Templeton since 2024 and has prior work experience outside the financial industry, including at Sprout's Farmer's Market. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach tailored to client objectives and risk tolerance, and is notable for its transparency in referencing third-party ratings and publishing performance figures.

Joseph Arsenault is a financial advisor at Arbor Wealth Management, LLC in Tempe, AZ, holding the PFS™ designation with 13 years of industry experience. He has worked with Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, LLC. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, managing approximately $107 million across about 105 client households. The firm employs model-driven, ETF-focused strategies tailored to client risk profiles and conducts portfolio management and financial planning reviews regularly.

Sara Amparan is a CFP® with 15 years of industry experience, currently serving as an advisor at Prospera Capital Management, LLC. She previously worked at The Vanguard Group, Inc. for 11 years and has been self-employed since 2020. Outside of her advisory work, she contracts with the Mothers Milk Bank of North Texas, supporting breast milk donations for premature and at-risk babies. Prospera Capital Management primarily serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and financial planning, using a variety of analytical approaches and investment strategies tailored to client objectives.

Ryan Loynd is a financial advisor at BrightGuide Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and ChangePath, LLC. In addition to his advisory role, Loynd is the CEO of an insurance sales business affiliated with BrightGuide Financial. BrightGuide Financial provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to tailor investment strategies. The firm also offers insurance products through licensed advisors and refers clients to third-party advisers when appropriate.

Montel Hawkins is a financial advisor at Modern Wealth LLC with a Series 65 designation and three years of industry experience. He has worked at several firms including Terra Wealth Management, Renaissance Marriott, and Thompson Financial Group. Hawkins is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency offering life, disability, long-term care, and annuity products. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term investment horizon.

Andreas Hoefer is a financial advisor at West Coast Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at West Coast Capital Management since 2021 and TrueNorth Retirement Planning since 2020. Outside of his advisory role, he is a licensed life and health insurance producer and owns TrueNorth Retirement Planning, LLC, which handles commission payments from insurance product sales. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with three years of industry experience. He holds a Series 65 designation and has worked at Harvard Avenue since 2022. Outside of advising, he has been a student at Brigham Young University, where he also worked as a computer technician supporting the humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning for individual investors, including high-net-worth clients and retirement plans. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs with broad global diversification, and offers educational seminars and classes as part of its client services.

Cean Kenefick Rogers is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at WLTH Capital Management, LLC since 2025 and previously spent 10 years at Ironwood Wealth Management, LLC. Outside of his advisory role, he serves as treasurer for the Wellington Estates Homeowner Association. WLTH Capital Management advises individuals, high-net-worth clients, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, cash-management solutions, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and manages over $200 million in client assets while offering services such as 3(38) investment fiduciary roles for retirement plans and using third-party platforms for held-away account access.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.

Gabriel Sirvent is a financial advisor at Lifestyle Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for four years at Keystone Law Firm. Lifestyle Planning provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm offers non-discretionary portfolio management, comprehensive financial plans, and a Retirement Management Office™ program, managing approximately $43 million in non-discretionary assets.