Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. 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 grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and related firms for over two decades before joining Bridgeway in 2023. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios and advice on a range of asset types through discretionary and non-discretionary arrangements.

Dillon Kazemi is a financial advisor with Modern Wealth LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Terra Wealth Management and Thompson Financial Group, and is a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Additionally, he serves as a consultant for a family-owned rental business, providing strategic and financial guidance. Modern Wealth LLC offers advisory services to individuals, entrepreneurs, and small businesses, combining Modern Portfolio Theory with fundamental analysis and a long-term trading strategy. The firm uses technology for client monitoring and integrates affiliated insurance and bookkeeping services into its financial planning and portfolio management.

Jonathan Bradley is a financial advisor at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002, focusing on firm management and tax/accounting services. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients. The firm employs a CFP-aligned planning process and coordinates with third-party platforms and other professionals to implement investment strategies and deliver educational seminars.

William Paskel is a Series 65-licensed financial advisor with Omni Investment Solutions LLC, based in Mesa, AZ, and has two years of industry experience. He previously worked at Wells Fargo Bank for 24 years and currently holds roles at Guaranty Retirement Solutions LLC and Allstate Insurance. Outside of finance, he is the founder and president of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm serving individual clients through a co-advisor relationship with a third-party money manager. The firm provides financial planning and portfolio management by implementing model portfolios aligned with clients’ risk tolerances.

Jorgen Goodman is a financial advisor at GBG Wealth Management LLC with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining GBG Wealth Management, his background includes roles at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm uses a consultative process to develop client objectives and implements portfolios through direct management or third-party allocations, offering a variety of model-based strategies and educational workshops.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Blue Spruce Global Advisors. He is the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is a shareholder of Catapult Financial Technologies Ltd (UK), a financial technology firm. DeWitt Capital Management provides portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm offers model-portfolio implementation and held-away retirement account management while employing a combination of fundamental and technical analysis along with local company research to construct diversified portfolios and tailor accounts.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

Travis Zsiga is a financial advisor at Modern Wealth LLC with a Series 65 designation and experience working in advisory and related services since 2022. He also operates Zsiga CPA PLLC and previously worked in the furniture rental industry. Modern Wealth LLC serves individuals, high-performing W-2 employees, entrepreneurs, and small businesses with discretionary portfolio management, financial planning, and pension consulting. The firm combines Modern Portfolio Theory and fundamental analysis with a technology-enabled approach, offering both traditional and alternative investment products.

Reed Nelson is a financial advisor at Acute Investment Advisory with a Series 65 designation and one year of industry experience. His prior work includes roles at Acute Wealth Advisors and Grace Dental Studio, as well as a two-year church mission involving extended travel. Acute Investment Advisory manages approximately $200 million across 666 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients. The firm employs an ETF-centric investment approach and utilizes sub-advisers, third-party model portfolios, and derivatives in its strategies.

Joshua Kehm is a financial advisor with Ensign Advisory Partners LLC in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Outside of advisory work, Kehm is involved as a partner in a marketing organization for business owners, serves as an independent insurance agent, and holds roles with the Ensign Partners Foundation and the Gilbert Chamber of Commerce Finance Committee. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm utilizes fundamental analysis and modern portfolio theory with a long-term focus and offers portfolio management, financial planning, and access to third-party managers and platforms.

Mitchell Marenus is a CFP®, CFA®, and Series 63 registered advisor at Transition Financial Advisors Group, LLC with 23 years of industry experience. He has been with Transition Financial Advisors Group since 2011. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary investment management combined with financial planning. Transition Financial Advisors Group employs AUM-based strategies that incorporate mutual funds, ETFs, equities, fixed income, options, and independent managers, and it provides specialized cross-border planning for U.S.–Canada residency transitions.

Marie Burns is a CFP® professional with 25 years of experience in financial advising. She is currently with Wise World Investment Planning and has prior experience at firms including LPL Financial, Sagepoint Financial, Waddell & Reed, Vanguard Advisers, and CliftonLarsonAllen Wealth Advisors. In addition to her advisory work, she is an author of a book on financial organization and hosts a speaking and podcast series called Mind Money Motion. Wise World Investment Planning provides comprehensive financial planning and advisory services to individuals, trusts, and businesses, focusing on tailored strategies through fundamental and technical analysis. The firm emphasizes financial plans and consulting over asset management and utilizes fixed and hourly billing models.

Francisco Sirvent is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently with Lifestyle Planning, LLC and has a background at Keystone Wealth Partners LLC and Keystone Law Firm & Wealth Partners. Sirvent is also an owner, attorney, and author at Keystone Law Firm, where he provides estate and wealth planning services. Lifestyle Planning, LLC serves individuals, high-net-worth clients, families, and business owners by offering investment advisory, financial planning, and boutique family office services. The firm focuses on non-discretionary portfolio management and comprehensive financial plans, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Steven Larsen is a financial advisor at Horizon Ridge Advisors L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors, Hansen & Associates Financial Group, and AmeriFirst Financial, Inc. Larsen is also the CEO of Larsen Capital Partners, LLC, a firm that produces and services life insurance and fixed annuity products. Horizon Ridge Advisors provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses third-party sub-advisers and model portfolios to implement investment strategies while tailoring portfolios to client objectives and risk tolerances.

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.

Jake Ulrich is a financial advisor with Arbor Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation and 13 years of industry experience. He has worked at Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, a related business. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, using model-driven, ETF-focused strategies guided by risk scores and modern portfolio theory. The firm manages approximately $107 million for about 105 client households, typically on a discretionary basis with documented investment policy statements and regular reviews.