Stephen Pomeroy is a financial advisor with RLT Capital, LLC in Phoenix, AZ, holding a Series 65 license and seven years of industry experience. He has been with RLT Capital since 2014 and also serves as principal of Sin Nombre Holdings, LLC, a general holding company involved in buying and selling domain names and collectibles. RLT Capital, LLC acts as investment manager to a privately pooled investment vehicle and selectively manages separate accounts for high net worth clients. The firm employs a research-intensive, value-driven investment approach that focuses on long-term conviction and concentrated equity positions.

Lawrence Innes is the sole advisor at The Innes Associates, Ltd., an independent firm based in Tempe, AZ. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. Outside of his advisory role, he is involved in several business ventures related to cabin rentals and shuttle services in the Grand Canyon area. The Innes Associates, Ltd. provides discretionary investment management and pension and trust accounting services to a range of clients in Arizona, including individuals, trusts, charitable organizations, pension plans, corporations, and municipal government entities. The firm employs a model portfolio approach based on modern portfolio theory and incorporates both fundamental and technical analysis, with a focus on customized risk assessment and ongoing account monitoring.

Michelle Moses is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Me Financial, PLLC in Phoenix, AZ. She has been with Me Financial since 2016 and previously worked at Innovative Advisory Group, LLC. In addition to her advisory role, she is involved in life insurance and annuities, meeting with clients and assessing their needs. Me Financial, LLC is a single-advisor registered investment adviser serving individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers financial planning, portfolio management, and third-party adviser recommendations, focusing on individualized asset allocation and fundamental analysis using ETFs, stocks, money market funds, and occasional private placements.

Janel Durfee is a financial advisor at Wealth Resource Investment Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Tribeca Financial, LLC. Durfee is also a licensed insurance agent and manages Turnkey Management LLC, a family office. Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized investment strategies across a broad range of asset classes including private placements and venture capital funds. The firm employs a variety of analytical methods and trading strategies tailored to client objectives and risk tolerances.

Jeremy Mcclymonds is a financial advisor at FORM Prosperity Wealth Advisors, LLC in Chandler, AZ, with 17 years of industry experience and a Series 66 designation. His background includes roles with Clarus Wealth Advisors, Crown Capital Securities, and Ash Brokerage, among others. Outside of his advisory work, he manages a real estate business focused on buying and selling land. FORM Prosperity Wealth Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and integrated financial planning tailored to each client’s goals, time horizon, and risk tolerance, managing over $100 million for more than 300 clients.

Guilford Nergard is a CFP® professional with 33 years of industry experience, currently serving as the sole advisor at Nergard Wealth Management, LLC. His prior experience includes roles at SB Advisory, Newbridge Financial Services Group, Newbridge Securities Corp., and Raymond James & Associates. He is also active as an insurance agent specializing in variable life and annuity products. Nergard Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, ETFs, fixed income, and options.

Bruce Benham is the sole advisor at Baron Capital Management, LLC in Scottsdale, AZ, where he has worked since 2001. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Outside of his advisory role, he maintains a limited position as a designated broker with Showhomes Luxury Staging, a company that places home managers into real estate properties for sale. Baron Capital Management, LLC provides discretionary portfolio management and investment advice primarily to individual clients and a limited number of private business clients. The firm uses a combined top-down and bottom-up analytical approach across global asset classes and manages accounts on an event-driven basis.

Kelly Johnson is a CFP® and Series 63-registered financial advisor with 16 years of industry experience. She is the sole advisor at Deborah Wealth Advisory LLC, an independent firm she founded in 2026. Her prior experience includes roles at Schwab Wealth Advisory Inc., Charles Schwab, Facet Wealth, and Vanguard Group. Deborah Wealth Advisory LLC provides fee-only wealth management services to individuals and high net worth clients, combining portfolio management with financial planning. The firm uses a blend of passive and active funds within a long-term, asset-allocation framework and incorporates client-directed values-based screening when requested.

Becki Sutton is a CFP® and CFA® charterholder with 24 years of industry experience. She is the principal of BKS Wealth LLC, a firm she founded in 2024 after working at JBL Wealth Strategies and Financial Sense. The firm serves individuals, high-net-worth clients, trusts, estates, and corporations, providing discretionary asset management and integrated financial planning. BKS Wealth LLC employs a combination of strategic and tactical asset-allocation strategies, incorporating fundamental, technical, and charting analyses, and accepts corporate business clients, which is uncommon for independent single-advisor firms.

Steven Dabbs is the principal of LTC Wealth Management, LLC, an independent advisory firm based in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Dabbs has been with LTC Wealth Management since 2017 and has held roles at various related entities, including insurance and senior residential placement services. LTC Wealth Management serves individual and high-net-worth clients, providing financial consulting and portfolio management through the SEI Asset Management Program. The firm offers investment advice on a primarily non-discretionary basis and also provides education and consulting in retirement, tax, estate, and long-term care planning.

Kirke Meeks is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Meeks Wealth Management, LLC, an independent firm he has led since 2019. Prior to founding this firm, he worked at BMO Private Bank from 2010 to 2018 and managed Meeks Investment Management, LLC from 2009 to 2019. Meeks Wealth Management provides comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes a non-discretionary approach, combining various analytical methods and tailored investment solutions to align portfolios with client objectives and risk tolerance.

Jaime Hinojosa is a CFP®-certified financial advisor with 44 years of industry experience. He has been the owner of Quality Wealth Management since 2003 and previously worked at Osaic Wealth, Inc. and Signator Investors, Inc. He operates as a sole proprietor and provides financial planning services to a select group of clients. Quality Wealth Management serves individuals, professionals, business owners, trusts, estates, and pension and profit-sharing plans by delivering comprehensive financial plans covering retirement, tax, insurance, education funding, estate, and business succession topics. The firm focuses on planning and recommendations with periodic reviews, emphasizing fee, retainer, or hourly engagements rather than asset-based management.

Tara Capp is a financial advisor with Fresh Forward Financial Planning, LLC, holding a Series 65 credential and beginning her advisory career in 2024. She has prior experience at Zions Bancorporation and National Bank of Arizona, and concurrently works as a tax preparer with Jackson Hewitt Tax Services. Fresh Forward Financial Planning, LLC provides investment management and financial planning services to individuals and high-net-worth clients, employing a mix of passive and active strategies grounded in asset allocation and modern portfolio theory. The firm emphasizes selecting and monitoring outside managers and offers flexible billing options including hourly and fixed-project fees.

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

Patrick Moore is a financial advisor with CBK Financial Advisors LLC in Mesa, AZ, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with CBK Financial Advisors since 2017 and also operates East Valley Fiduciary Services, where he serves as an estate operations administrator. Additionally, Mr. Moore works as a licensed insurance agent. CBK Financial Advisors LLC provides portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and technical analysis, offering a range of investment vehicles and a formal selection process for third-party managers.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

Ian Tinker is a CFP® professional with 18 years of experience in financial advising. He has been the principal advisor at Busine Wealth since 2014 and holds a Series 66 license. Ian is also a licensed insurance agent and engages in the sale of insurance products. Busine Wealth offers comprehensive wealth management, financial planning, pension consulting, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction and provides both discretionary and non-discretionary management, including pension consulting under ERISA fiduciary standards.

Robert Keats is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience. He is principal at Keats, Connelly & Associates, Inc., an independent firm based in Phoenix, AZ. His career includes long-term roles at his own firm and related entities focused on cross-border tax and fiduciary services. Keats, Connelly & Associates serves high-net-worth individuals with U.S.–Canada cross-border financial planning needs, offering fee-for-service planning, consulting, and educational seminars. The firm specializes in comprehensive plans addressing taxation, estate, immigration, and related issues, and refers clients seeking investment management to independent advisors.

Paul Drake Stockard is a financial advisor at DSA Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at DSA Asset Management since 2016. DSA Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and other businesses. The firm offers investment advice across a broad range of asset classes, using multiple analytical methods and active trading strategies tailored to client risk tolerance.