Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning primarily to individual clients, focusing on passive investment management through index mutual funds and ETFs. The firm offers discretionary portfolio management and comprehensive planning services covering retirement, tax, estate, college savings, cash flow, and risk management.

Andrew Victor is a financial advisor at Tactical Tax Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Tactical Tax and Estate Planning, CSI Financial Group, Diversified Financial Advisors, and LPL Financial. Victor is co-founder and vice president of CSI Financial Group and is involved in related insurance and life settlement brokerage activities. Tactical Tax Wealth Management is a small state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm employs a flexible investment approach incorporating long-term strategies as well as tactical trades and integrates financial planning and ERISA plan services into its offerings.

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with a Series 65 designation and over eight years of industry experience. His prior work includes roles at Ernst & Young, Jones Simkins, and Alterdomus. Scott Marsh Financial serves individuals, companies, and trusts by providing portfolio management alongside tax services, real estate advice and property management, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and uses diversified mutual funds and ETFs across multiple model portfolios, with additional strategies including concentrated individual-stock selections.

Lauren Frist is a CFP® professional with 13 years of industry experience. She has worked at The VANGUARD GROUP, INC., Ironwood Wealth Management, LLC, and currently serves at Revel Wealth Partners. Lauren holds Series 63 and Series 65 licenses. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm follows a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis using both passive and active vehicles.

Anthony Olson is a financial advisor at Bonsai Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Bonsai Financial Services, LLC since 2018, following prior roles at Strategy Financial Services and Strategy Financial Insurance. Olson is also the owner and manager of Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm employs an asset-allocation methodology to balance returns and risk, managing portfolios primarily with ETFs and mutual funds for a client base of about 62 accounts.

Mark Trumble is a financial advisor at Process Design Capital Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Process Design Capital Management since 2017, following a 16-year tenure with Emergent Financial Group Inc. Process Design Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm employs a combination of analytical methods alongside strategies including long-term equity and fixed-income investing, ETFs, and options trading, and offers specialized ERISA retirement plan services.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Nicholas Winters is a CFP® with eight years of experience in financial advising, currently with Winters Financial Group, Inc. in Phoenix, AZ. His prior work includes roles at The Vanguard Group, Inc. and Foresters Financial. He also works as an independent insurance agent, assisting clients with life, disability, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm primarily employs a non-discretionary management approach, offering portfolio management, standalone financial planning, and retirement plan consulting using a range of instruments including mutual funds, ETFs, and individual equities.

Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.

Angela Valentine is a financial advisor at Unique Investment Advisors, LLC in Phoenix, AZ, holding a Series 65 designation with 14 years of industry experience. She has worked with multiple firms, including LifeTyme Financial Group and Allstar Financial Group, and maintains roles in Unique Business Planning, LLC and Sonoran Sky 1103 LLC. Unique Investment Advisors acts as a co-advisor on a third-party platform, providing ERISA 3(21) advisory services and hosting public seminars. The firm uses a fund-of-funds approach focused on asset allocation and periodic rebalancing, supporting clients through onboarding and ongoing reviews rather than discretionary trading.

Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Munib Haddad is a financial advisor with SunStreet Securities, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunStreet Securities since 2007. SunStreet Securities is a small advisory firm serving individual and high-net-worth clients, offering portfolio management, financial planning, and asset review services. The firm manages approximately $5.9 million in client assets using a mix of fundamental, technical, and cyclical analysis, primarily through mutual funds, with accounts reviewed at least quarterly.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.