Kurt Oelze is the principal advisor at Kurt Oelze, LLC in Phoenix, AZ, with 16 years of industry experience. He holds the Series 66 designation and has been operating his firm since 2004. Kurt Oelze, LLC provides investment advisory and portfolio management services primarily to individual clients, including both high-net-worth and non-HNW individuals. The firm manages a small client base with a focus on ongoing portfolio oversight and acts as a sponsor of a wrap-fee program, offering bundled account services alongside its advisory work.

Scott Nelson is a CFP® professional with 28 years of industry experience, serving as the sole advisor at Sensible Investment Strategies, LLC since 2003. He is also the owner of Hit the Ball Better LLC, a golf instruction business. Sensible Investment Strategies provides investment advisory and portfolio management services to individual clients, managing approximately $24.4 million in assets across 42 client relationships.

Christopher Hays is the principal advisor at Chris Hays Wealth Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 66 designation and previously worked at City National Securities, Comerica Securities, Mechanics Bank, and LPL Financial. Hays maintains an insurance license for advisory purposes but does not earn commissions. Chris Hays Wealth Management provides investment advisory and portfolio management services primarily to individual clients on a non-discretionary basis, focusing on collaborative decision-making and personalized planning. The firm also offers educational seminars and manages approximately $4.83 million in client assets across a small client base.

Ricardo Peters is a financial advisor with Guardian Financial Wealth Management Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Guardian Financial Wealth Management Inc. is an independent firm focused on providing personalized financial services.

Jared Farnsworth is a financial advisor at Skymark Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2017. Outside of his advisory role, he is the CEO of New Era Sports Training and Management, an athletic coaching business, and serves on the board of New Era Academy of Excellence. Skymark Advisors LLC is a supported firm based in Sun City, AZ, with Jared Farnsworth as its sole advisor.

Randall Joselit is a financial advisor at Joselit Asset Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and Nylife Securities since 2006. Joselit also operates a CPA firm, Randall S. Joselit CPA, PC, providing traditional financial and tax services. Outside of advising, he is involved in managing a small bed and breakfast in Prescott, Arizona. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients, focusing on individualized portfolio management and maintaining a small client roster to allow for frequent advisor contact.

Kimberly Bridges is a CFP®-designated financial advisor with four years of industry experience. She is currently with XYPN Sapphire, joining the firm in 2026 after prior roles at Bright Women Financial LLC, BOK Financial, Commerce Trust Company, Aspyre Wealth Partners, and Stoker Ostler. Kimberly is based in Buckeye, AZ. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.