Paul Cox is a financial advisor at Cox Advisors, LLC in Gilbert, Arizona, holding a Series 65 designation with 13 years of industry experience. He has been involved with Cox Advisors and related entities since 2009 and also works as a licensed real estate salesperson through Peak Commercial Consultants, LLC. Cox Advisors serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and qualified-plan consulting. The firm offers educational seminars, a wrap-fee program, and advises on privately offered securities and pooled investment vehicles, employing multiple analytical approaches and thorough due diligence processes.

Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

Jered Skousen is a financial advisor with Harvard Avenue Investment Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Harvard Avenue since 2018 and previously at Vestory, LLC from 2013 to 2018. Skousen co-owns Healer's Art, LLC, a business operated by his wife, though he does not devote time to it. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning services primarily to individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, along with broad global diversification and educational seminars offered at no charge.

I began my career as grain trader gaining valuable experience with the futures market. I spent time as a brokerage specialist with New York Life providing me with a background in Life, Disability and Health Insurance. I then became a commercial loan officer at First Interstate Bank (now Wells Fargo). Before I moved to Vanguard, I worked with my father in a family business. After successfully transitioning him to retirement, I merged and then sold the business allowing me to pursue my passion which was to become a Certified Financial Planner, a CFP®. To accomplish this goal, I began with The Vanguard Group in their brokerage area as an equity specialist in 2006. I then successfully secured my CFP® designation getting my marks in the spring of 2009 which coincided with my promotion to the Fixed Income area. Another promotion to become a Senior Fixed Income Specialist followed allowing me to gain valuable experience with more complex bonds. When Vanguard began Personal Advisor Services in 2015, I moved into that area and assumed a role as a Financial Advisor. After a decade as a Senior Financial Advisor for Vanguard, I made the move to Luminvest Wealth Management as a Wealth Advisor. As a boutique with a limited number of clients, Luminvest allows me to be truly present for my clients. Further, I am empowered to be a Fiduciary on my client's behalf with low fees and full transparency. We specialize in building tax efficient, low-expense portfolios. In addition, I am very experienced in withdrawal strategies for my clients. With cutting-edge and dynamic financial planning tools, we can guide our clients forward amidst the ongoing uncertainty and volatility inherent with today's financial markets. Having been through the Great Financial Crisis, the Covid Crash, and the inflationary spiral of 2022, I stand with my clients as a calm and experienced professional partner allowing you to focus on your life while I focus on your finances.

Nathaniel Jacobs is a financial advisor at White Pine Financial LLC with one year of industry experience. He holds a Series 65 designation and has a background in software development engineering at Amazon. His prior experience includes roles at Brigham Young University, the University of Utah, and The Church of Jesus Christ of Latter-day Saints. White Pine Financial provides investment advice, financial planning, and portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation, with regular account reviews and tax-efficient management.

Geoffrey Garner is a financial advisor at Fleming Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on personalized investment strategies aligned with client objectives and risk tolerance.

Brad Cooper is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cooper Financial Investments since 2017 and previously at Horter Investment Management, LLC. In addition to his advisory work, Cooper assists an estate planning firm with trusts and wills through a separate business activity. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers, offering financial planning, and conducting educational seminars. The firm does not directly manage client accounts but facilitates onboarding, ongoing service, and non-discretionary recommendations.

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

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 designations and has worked previously at Raymond James Financial Services and his own firms, Stoddard Investment Group and Stoddard Wealth Management. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses customized portfolios combining equities, fixed income, ETFs, mutual funds, structured products, and alternative investments, employing various analytical approaches and primarily delivering services through third-party wrap-fee platforms.

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 with Demeter Tactical Investments Corp. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to his current role, he worked at MSH Capital Advisors LLC, M.S. Howells & CO, Charles Schwab & Co., Inc., and Edward Jones LLP. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent registered investment advisers and their clients, offering model portfolio implementation, performance reporting, and administrative support. The firm employs a data-driven, tactical asset-allocation approach using proprietary algorithms and manages both advisory client accounts and pooled private funds.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

William Paskel is a financial advisor at Omni Investment Solutions LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank for 24 years. Outside of advising, he is the president and founder of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm that provides portfolio management and hourly financial planning primarily through co-advisor relationships with third-party money managers. The firm focuses on third-party model portfolios and serves individual clients with quarterly account reviews and flexible financial plan updates.

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at DeWitt since 2018. Prior to that, he spent a year with ETF Model Solutions and has been the owner of Valor Consult LLC since 2014. Frank is also a co-founder of Portfolio Catapult, LLC, an investment research technology company, and is involved with related financial technology ventures. DeWitt Capital Management serves individual and high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary portfolio management as well as sub-advisory services to other registered investment advisers. The firm uses a combination of fundamental and technical analysis with proprietary and third-party screening tools to build globally diversified portfolios and sector allocations, including a specialized Energy Income Strategy focused on master limited partnerships.

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.