Harold Walpole is a financial advisor at Fountain Financial Group, Inc. in Fountain Hills, AZ, holding Series 63 and 65 licenses with 29 years of industry experience. He has worked at multiple firms, including WFG Advisors, LP and Walpole Wealth Advisors, LLC, where he also engaged in teaching and writing about technical market analysis. Outside of advising, he serves as secretary for It's Your Health, PC. Fountain Financial Group manages approximately $38.1 million in assets with three advisors, serving individuals, charitable organizations, and other financial professionals. The firm employs a combined fundamental and charting analysis investment process, offering discretionary asset management, financial planning, and educational services, including public seminars and model allocation guidance for other advisors.

Adrian Schultz is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses with nine years of industry experience. His work history includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, and Vanguard. Bradley Wealth serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm emphasizes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating third-party managers and digital platforms such as Betterment and Pontera.

Christopher Gee is a CFA® charterholder with 14 years of industry experience. He currently works at RBG Capital LLC and has previously been associated with firms including Triad Advisors, Inc. and Arkadios Capital. Outside of his advisory role, he is a partner in DC Business Ventures LLC. 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 various investment strategies and offers third-party manager selection and ongoing portfolio supervision.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides advisory services to individuals, business owners, and pension/profit-sharing plans, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach with tactical use of options strategies and offers implementation support for held-away retirement accounts.

Hi, I’m Andie, and I have a problem – NUMBERS! I love them. I graduated with my engineering degree in 19--, well, a while ago, but entered the workforce at a time when virtual careers and telecommuting were not options. As a vagabond military spouse, I spent years bouncing around the Air Force teaching entry-level math classes at community colleges and finding students paid best attention when you could relate math problems to their real lives – car loans, home buying, the break-even for their catering business, the true cost of student loans – you get the idea. I established The Table to bring comprehensive financial planning, counseling, and education to the military community. BUT my Firm and my mission have expanded! I am now a team of 4 and focus not only on military families but the female CFOs out there, too – CFOs of the household. More than two decades as a military spouse and ten years as a DoD military financial counselor make me uniquely qualified to serve my clients who are active duty, guard, and reserve service members, veterans, and surviving spouses from all over the country. My goal is to help you use the discipline you learned and the pays and benefits you earned in your military career to create your best financial future. I focus on maximizing pensions, TSP accounts, VA educational benefits, healthcare coverage, and military tax advantages. As an all-female team at The Table, we have also grown to be a firm that attracts the attention of the female CFO of a household, whether she is married, single, divorced, or widowed. We strive to be a place to ask your questions, learn more about personal finance, and be a thinking partner through all of life's stages.

Yogesh Prasad is a CFA® charterholder affiliated with Confluent Asset Management LLC in Scottsdale, AZ, with three years of industry experience. His work history includes roles at PNC Private Bank and Annexus LLC. Confluent Asset Management provides discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting primarily to individuals and small businesses. The firm combines various analytical methods and employs strategies ranging from long-term holdings to active trading, offering tailored portfolio monitoring and investment policy documentation.

Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining SG Wealth Managers in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as in financial planning roles at USAA. Outside of advising, he owns and operates an insurance agency focusing on life, disability, and health insurance. SG Wealth Managers LLC serves individuals, business owners, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fundamental, long-term investment approach documented in an Investment Policy Statement and incorporates options strategies as a tactical tool while offering implementation support for held-away retirement accounts.

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Advisors and operated The Boyle Group, LLC, a holding company related to his previous advisory business. In addition to his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth serves individuals, trusts, estates, pension plans, nonprofits, and corporations, offering discretionary portfolio management, integrated financial planning, and access to direct indexing strategies. The firm employs a mixed analytical investment approach and maintains ongoing discretionary supervision with periodic rebalancing.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

David Hatfield is a financial advisor at Amplify Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Ashton Thomas Private Wealth, LLC for seven years. He is also involved with Amplify Technology, LLC, an enterprise he has been associated with since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their individual and high-net-worth clients. The firm operates the Amplify Platform, delivering trading, reporting, and back-office support while allowing Platform Members to maintain direct client relationships and set investment objectives.

Jennifer Rossi is a ChFC® credentialed advisor with Intelligent Capitalworks in Scottsdale, AZ, and has 1 year of industry experience. She has been with ICW Investment Advisors LLC since 2005. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, along with retirement plan services. The firm constructs tailored portfolios emphasizing dividend growth, capital conservation, and tax control, managing client accounts on a discretionary basis.

Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.

Arthur Doglione is a financial advisor at Alpha Fiduciary with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has led Alpha Fiduciary since 2007. Alpha Fiduciary provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a detailed client discovery process and proprietary asset-allocation models to create custom portfolios across multiple asset classes, with oversight from an investment committee and management of an SEC-registered mutual fund.

Amanda Wray is a financial advisor at Next Up Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms including Brightscape Investment Centers, Inc. and Releve Financial Group. Outside of advisory services, she manages Wray Properties, LLC, which operates short-term rental investment properties. Next Up Wealth Advisors provides portfolio and wealth management, financial planning, and pension consulting services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis, asset allocation, and evidence-based techniques to build diversified portfolios, and it offers consulting under ERISA fiduciary standards.

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Robert Di Carlo is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Cole Wealth Management since 2009. Di Carlo also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm employs an actively managed approach that integrates financial planning with client-specific asset allocation, managing approximately $161 million across about 281 client relationships.

Justin Cairns is a financial advisor at Capital Wealth Alliance, LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates and Kingswood Capital Partners. Outside of his advisory work, he is involved with Restore Financial, LLC, a debt repair referral affiliate. Capital Wealth Alliance manages approximately $220 million for individual and high-net-worth clients, as well as pension and profit-sharing plan participants. The firm offers discretionary portfolio management and consultative services, employing a variety of investment strategies and a third-party platform to manage held-away accounts.

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.