Thomas Brough is a financial advisor with Capital Trust Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has previously worked at Brookstreet Securities Corporation and Wedbush Securities Inc. Since 2012, he has been managing pooled investment limited partnerships as a managing partner of Hedge Access Group, LLC. Capital Trust Wealth Management is an independent advisory firm serving individuals, families, trusts, estates, businesses, and charitable organizations with customized investment management and financial planning services using a strategic asset-allocation framework and proprietary methodologies.

Lawrence Fuller II is the principal of Fuller Asset Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has led his independent firm since 2005. In addition to his advisory work, Fuller has contributed articles to Seeking Alpha since 2013 and serves as a strategic partner with the copy-trading platform dub, where he manages portfolios available for users to replicate. Fuller Asset Management provides customized, non-discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, and other entities. The firm employs both fundamental and technical analysis to construct portfolios typically consisting of equities, debt securities, and ETFs, conducting regular client reviews and trade approvals.

Paul Antoniadis is a financial advisor at Scenario Wealth Management LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Grasslands Family of Companies and Good Natured Products, as well as entrepreneurial involvement with Scenerio Ventures since 2010. Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth clients, and other advisers through discretionary and non-discretionary asset management, standalone financial planning, and a multi-tier Virtual Family Office/Scenario Stewardship program. The firm employs a combination of hourly consulting and fixed-fee offerings, utilizes fundamental and technical analysis along with modern portfolio theory, and incorporates derivatives for portfolio management within separately managed accounts.

Keith Bolognese is a financial advisor with Alt Alpha Capital, LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at Quad Capital, LLC since 2013. Alt Alpha Capital, LLC acts as the general partner and manager of a private pooled hedge fund and provides discretionary portfolio management services to individual and high-net-worth clients. The firm’s investment process combines macro-driven, data-focused analysis with a mix of long- and short-term trading strategies and includes ESG considerations among its approaches.

Derek Sinani is the sole advisor at Ironwood Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Ironwood Wealth Advisors since 2010 and is also associated with DDBL, LLC, an inactive entity without business activity. Ironwood Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth investors, offering discretionary portfolio management based on six model portfolios customized to client goals and risk tolerance. The firm combines fundamental analysis with technical trend-following and mainly uses mutual funds and ETFs, managing a concentrated book of discretionary assets.

Lawrence Moskat is a Certified Financial Planner® with 16 years of industry experience. He is the principal of Retirement Income and Inheritance Advisors, LLC, an independent firm he has led since 2009. Outside of advisory services, he operates an independent insurance sales business. Retirement Income and Inheritance Advisors, LLC serves individual and institutional clients, providing financial planning, pension consulting, and ongoing investment supervision. The firm develops customized plans and utilizes multiple analytical methods to guide investment decisions, billing through fixed fees rather than asset-based charges.

Randolf Albers is a financial advisor with Advanced Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has served as CEO and President of Albers Financial Group Inc. since 1989 and has been with Advanced Financial Services since 2016. Outside of advisory work, he manages an aircraft operations business and serves as president and trustee of the Albers Family Trust. Advanced Financial Services provides portfolio management, financial planning, and third-party manager selection and oversight for a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, and individuals. The firm combines pension-plan consulting and manager-selection services with insurance affiliations and emphasizes fundamental and technical investment analysis without engaging in option trading, commodities, or performance-based fees.

Leonard Anderson is a financial advisor at LHA Capital Partners with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Laurel Wealth Advisors. Outside of his advisory role, Anderson provides business consulting services to a behavioral treatment center and is involved as an executive producer and investor in film finance projects. LHA Capital Partners offers discretionary portfolio management and financial consulting to individual and high-net-worth clients, utilizing firm-developed model portfolios and a blend of technical and fundamental analysis within a modern-portfolio framework.

Kevin Barton is a financial advisor at Elevate Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Elevate Financial since 2015. Elevate Financial provides comprehensive financial planning and wealth management services primarily for individual clients, as well as retirement plan sponsors. The firm emphasizes client-specific investment policies, diversification, and periodic rebalancing, offering both discrete planning projects and ongoing advisory relationships that include discretionary portfolio management.

Steven Tai is a financial advisor at SCT Wealth Management, LLC in Scottsdale, AZ, with 12 years of industry experience. He has held positions at Lexington Avenue Capital Management and has been with SCT Wealth Management since 2017. Tai holds a Series 65 designation. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, with a focus on tailored recommendations based on client objectives, time horizons, and risk tolerance. The firm employs an investment approach grounded in academic research, emphasizing broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, with a small client roster that allows for concentrated relationships and bespoke service.

Chris Hanrahan is a financial advisor with Chevelon Capital Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience, including two years with Arcadia Capital Partners before joining Chevelon Capital Management in 2018. Chevelon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs cyclical, fundamental, and technical analysis across both long- and short-term equity trading strategies and manages approximately $54.3 million in assets.

Marcus Pimentel is a Series 65-licensed financial advisor with three years of industry experience. He currently serves at SL Capital and Foundations Investment Advisors, LLC. Outside of finance, he is involved in academic and tutoring services through Pimentel Academic Services and works as a designer and administrator with Prometheus Innovations LLC. SL Capital is a four-advisor team providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary and third-party model portfolios, with day-to-day management and reporting handled by a sub-adviser, tailoring allocations to client objectives.

Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.

Stephen Paluga is a financial advisor with Watch Guard Capital LLC in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience and serves as a Major in the Arizona Air National Guard, where he has been commissioned since 2012. Paluga joined Watch Guard Capital in 2016 and also worked at Scottsdale Community College in 2018. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $80.7 million across 147 accounts and employs strategies including option income, hedging, and both long- and short-term trades, with a focus on discretionary management guided by client Investment Policy Statements.

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 credential and three years of industry experience. He has worked at several firms, including Sun Valley Wealth Management and Encompass More Asset Management. In addition to his advisory role, he co-hosts a financial radio show called "Cover Your Assets with Logan and Don." Sun Valley Advisory provides investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm employs a largely non-discretionary advisory model, recommending ETFs and individual equities while monitoring third-party managers and offering access to annuity products and an online estate-planning platform.

Michael Walling is a financial advisor with RBG Capital LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include 14 years at Triad Advisors, Inc and recent positions at Arkadios Wealth Advisors and Arkadios Capital. Outside of advisory work, he is a partner in a holding company that owns and operates multiple franchise businesses in Arizona, Nevada, and Texas. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting services to individuals, high-net-worth clients, small businesses, pension plans, and charitable organizations. The firm employs a variety of investment strategies and also offers third-party manager selection and ongoing due diligence.

Jacob Chaparro is a financial advisor at Zenith Investment Management, LLC in Scottsdale, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Advisory Services Network, LLC, Level Four Advisory Services, Gallacher Capital Management, and TD Ameritrade. Zenith Investment Management is a boutique wealth management firm serving individuals, including high-net-worth clients, and institutional investors. The firm offers comprehensive financial planning, discretionary portfolio management, and consultation services, utilizing a mix of fundamental and technical analysis, strategic and tactical asset allocation, and selective alternative investments.

Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.

James Oconnor II is a financial advisor with O'Connor Capital Advisory, LLC in Scottsdale, Arizona, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has served as owner and managing member of O'Connor Capital Advisory since 2010 and previously was involved with the Coronado Schools Foundation from 2013 to 2017. O'Connor Capital Advisory provides discretionary portfolio management and tailored financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized investment programs and maintains a small, supported advisory team focused on concentrated decision-making.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.