Joshua Scott is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding a Series 66 designation. He has been with Clarity Wealth Management and associated with LPL Financial since 2025, with no prior industry experience before that. He has also been a full-time student since 2011. Clarity Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm manages accounts primarily on a discretionary basis and employs a broad range of investment strategies while using model portfolios and aggregated trading practices to serve a high client load per advisor.

Scott Abrahamson is a CFP® professional with 25 years of industry experience. He is currently with Wellspring Advisors, Inc. and has held previous roles at Oswego Wealth Advisors Inc., The H Group, Inc., and Kms Financial Services Inc. He has also been affiliated with Portland Community College for over two decades. Wellspring Advisors, Inc. serves individual clients, trusts, estates, charitable organizations, and retirement plans, providing comprehensive financial life planning, investment management, and administrative support for estate-document preparation. The firm uses a strategic asset allocation approach that includes managing a network of specialist money managers and incorporating tax-management techniques and alternative mutual-fund strategies.

Jared Daniel is a CFP® with 16 years of industry experience and serves as an advisor at Wealth Guardian Advisory, PLLC in Gilbert, AZ. He has been with Wealth Guardian Group PLLC since 2007. Outside of his advisory role, Jared owns several affiliated businesses involved in insurance brokerage, tax preparation, and legal document preparation. Wealth Guardian Advisory, PLLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios on a discretionary basis guided by documented Investment Policy Statements and offers various financial planning options without imposing account minimums.

Josh Pollard is a CFP® professional with six years of industry experience. He is currently with Fern Financial Group, LLC and has prior experience at One Capital Management, LLC, Arista Wealth Management, and Frandsen Morrill Advisors. Pollard serves as a board manager for Renew Biotechnologies, a molecular diagnostics and R&D company. Fern Financial Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management, financial planning, family office, and retirement plan consulting. The firm manages retail portfolios using model portfolios focused on ETFs and equities and is a general partner of a private pooled fund investing in biotechnology and diagnostic companies.

Joshua Gardner is a CFP® with 24 years of industry experience. He is currently an advisor at Prosper Private Wealth and has previously worked at Summit Global Investments and Fidelity, where he served in both advisory and brokerage roles. Prosper Private Wealth provides advisory services to individuals, high-net-worth clients, families, estates, trusts, and retirement plans, managing approximately $150.8 million. The firm employs a combination of strategic and tactical asset allocation with value investing and active strategies, including option strategies, and typically manages accounts on a discretionary basis.

Nancy Fleming is a CFP® with 20 years of industry experience and is a principal at Fleming Financial Services. She has been with the firm since 1997 and currently works as part of a six-advisor team. Outside of her advisory role, she hosts a weekly radio show called My Smart Retirement, which airs on Money Radio and is available on various digital platforms. Fleming Financial Services manages approximately $58 million for individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services tailored to each client’s objectives and risk tolerance. The firm distinguishes itself by producing educational content and utilizing advanced security pricing and analytics in its investment process.

Sara Amparan is a CFP® with 15 years of industry experience, currently serving as an advisor at Prospera Capital Management, LLC. She previously worked at The Vanguard Group, Inc. for 11 years and has been self-employed since 2020. Outside of her advisory work, she contracts with the Mothers Milk Bank of North Texas, supporting breast milk donations for premature and at-risk babies. Prospera Capital Management primarily serves individual and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and financial planning, using a variety of analytical approaches and investment strategies tailored to client objectives.

Ryan Loynd is a financial advisor at BrightGuide Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and ChangePath, LLC. In addition to his advisory role, Loynd is the CEO of an insurance sales business affiliated with BrightGuide Financial. BrightGuide Financial provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to tailor investment strategies. The firm also offers insurance products through licensed advisors and refers clients to third-party advisers when appropriate.

Andreas Hoefer is a financial advisor at West Coast Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at West Coast Capital Management since 2021 and TrueNorth Retirement Planning since 2020. Outside of his advisory role, he is a licensed life and health insurance producer and owns TrueNorth Retirement Planning, LLC, which handles commission payments from insurance product sales. 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 based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Anthony Culotta is a Certified Financial Planner® with 12 years of industry experience. He is currently with Freedom Family Office, LLC in Mesa, AZ, where he has worked for one year following a 13-year tenure at Robert W. B. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm emphasizes tailored portfolios based on written Investment Policy Statements, continuous monitoring, and fiduciary oversight.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with four years of industry experience. He holds a Series 65 credential and has prior work experience at Brigham Young University and Mesquite High School. Outside of his advisory role, he has worked as a computer technician supporting a university humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning primarily for 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, focusing on low-cost mutual funds and ETFs, and offers educational seminars to clients at no charge.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.

Kristopher Johnson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kai Wealth LLC and has previous experience at Raintree Capital Management, South Georgia Capital, and Timothy Financial Counsel. Johnson also serves as a portfolio manager for a private fund at Raintree Capital Management, dedicating part of his time to that role. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors. The firm employs a risk-managed portfolio approach using thematic equity strategies, alternative investments, and options-based overlays, offering both discretionary and non-discretionary services.

Abbey Brennan is a financial advisor at Acute Investment Advisory in Mesa, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Acute Investment Advisory since 2015. Brennan holds an inactive real estate license in Arizona. Acute Investment Advisory manages approximately $200 million across over 660 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach supplemented by a range of securities and uses sub-advisers and third-party model portfolios for support.

David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.

Annick Rodarte is a financial advisor with Wealth Guardian Advisory, PLLC, holding a Series 65 designation and eight years of industry experience. She has been with Wealth Guardian Advisory since 2017 and is also involved with Wealth Guardian Group, where she provides insurance sales and service, tax and accounting, and legal document preparation. Wealth Guardian Advisory, PLLC offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios based on documented Investment Policy Statements and employs fundamental, technical, and cyclical analysis, providing a range of planning services without account minimums.

Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.

Mark Rauguth is a CFP® with 39 years of industry experience and is a managing member of Immaculate Wealth Management, LLC in Mesa, AZ. He has held roles at Gradient Securities, Overson & Rauguth & Assoc. LLC, and Precision Investments Inc., where he serves as owner and president. Immaculate Wealth Management primarily serves individual clients, including high-net-worth households, as well as corporate clients. The firm offers discretionary portfolio management along with hourly and fixed-fee financial planning, employing investment strategies based on fundamental, technical, and cyclical analysis.

Houston Friend is a financial advisor at Redeem Wealth Management with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Redeem Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs a range of strategies including separate managed accounts and third-party money managers, and typically executes investment decisions on a discretionary basis.

James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Securities America, Inc. and PFG Advisors, LLC. Outside of his advisory role, he manages Freedom Cleaners LLC, a business management services company. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term focus, offering discretionary and non-discretionary portfolio management alongside access to third-party managers and platform solutions.