Kelly Johnson is a CFP® and Series 63-registered financial advisor with 16 years of industry experience. She is the sole advisor at Deborah Wealth Advisory LLC, an independent firm she founded in 2026. Her prior experience includes roles at Schwab Wealth Advisory Inc., Charles Schwab, Facet Wealth, and Vanguard Group. Deborah Wealth Advisory LLC provides fee-only wealth management services to individuals and high net worth clients, combining portfolio management with financial planning. The firm uses a blend of passive and active funds within a long-term, asset-allocation framework and incorporates client-directed values-based screening when requested.

Frank Molinar is a CFP®-certified financial advisor with 39 years of industry experience, currently leading Molinar & Co Financial Advocates. His prior roles include positions at Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar provides pro bono financial counseling to veterans and active military members and serves as president of the Arizona chapter of the National Speakers Association, where he supports professional and aspiring speakers. Molinar & Co Financial Advocates offers investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and corporations. The firm combines financial planning with portfolio construction using both passive and active strategies and is notable for its focus on retirement-plan consulting and ERISA fiduciary services.

Becki Sutton is a CFP® and CFA® charterholder with 24 years of industry experience. She is the principal of BKS Wealth LLC, a firm she founded in 2024 after working at JBL Wealth Strategies and Financial Sense. The firm serves individuals, high-net-worth clients, trusts, estates, and corporations, providing discretionary asset management and integrated financial planning. BKS Wealth LLC employs a combination of strategic and tactical asset-allocation strategies, incorporating fundamental, technical, and charting analyses, and accepts corporate business clients, which is uncommon for independent single-advisor firms.

Steven Dabbs is a financial advisor with LTC Wealth Management, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held various roles since 1998, including leadership and ownership positions in multiple insurance and financial services entities. Dabbs also manages several non-investment-related businesses focused on senior residential placement and veterans' services. LTC Wealth Management serves individual and high-net-worth clients with investment planning and financial consulting, emphasizing retirement income, tax, estate, and long-term care coordination. The firm uses the SEI Asset Management Program for portfolio management on a non-discretionary basis and offers free public seminars and consultations.

Richard Getzen is the managing principal and president of The Getzen Group, Inc. in Scottsdale, AZ. He holds the CFP® and ChFC® designations and has 28 years of experience in financial advisory services. He has led The Getzen Group since its founding in 1996. Outside of investment management, he is involved in comprehensive financial planning, estate planning, legal document preparation, insurance sales, and tax preparation through affiliated entities. The Getzen Group, Inc. is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and wealth-planning services tailored to client-specific investment policy statements, utilizing a range of investment strategies and maintaining custody through independent custodians.

Alexander Boemark is a financial advisor at Alpha Financial Nordic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Rising Sun Financial Planning LLC since 2015. Outside of his advisory role, he is actively involved as a principal in Vikings In America, LLC, a membership organization. Alpha Financial Nordic is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a discretionary, tax-efficient investment approach based on Modern Portfolio Theory, low-cost index funds, and AI-optimized diversification to help clients meet their financial objectives.

Kirke Meeks is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Meeks Wealth Management, LLC, an independent firm he has led since 2019. Prior to founding this firm, he worked at BMO Private Bank from 2010 to 2018 and managed Meeks Investment Management, LLC from 2009 to 2019. Meeks Wealth Management provides comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes a non-discretionary approach, combining various analytical methods and tailored investment solutions to align portfolios with client objectives and risk tolerance.

David Schiller is a CFP® professional with 14 years of experience, currently serving as the sole advisor at Aegis Wealth Partners, LLC in Phoenix, AZ. He has been with Aegis Wealth Partners since 2014. Mr. Schiller holds a life and health insurance license in Arizona, which is set to expire in August 2024, though he no longer conducts insurance business. Aegis Wealth Partners provides investment advisory and financial planning services to individual investors and employer-sponsored retirement plans. The firm emphasizes structured retirement-plan consulting and investor education, offering portfolio management, comprehensive financial planning, and guidance on insurance products such as annuities.

Seth Thompson is a CFP® and ChFC® at Forward Financial Planning LLC in Phoenix, AZ, with four years of experience in financial advising. His prior roles include positions at Accenture and CTC | myCFO. He maintains full-time employment outside the advisory business. Forward Financial Planning serves individual clients, including high-net-worth households, employer plan sponsors, and small-business owners, offering financial planning, investment management, retirement plan consulting, and tax preparation. The firm employs a passive investment approach focused on ETFs and mutual funds and integrates methods such as Modern Portfolio Theory and technical analysis.

Jaime Hinojosa is a CFP® with 45 years of experience in the financial industry. He has been with Quality Wealth Management since 2003 and previously worked at Osaic Wealth, Inc. and Signator Investors, Inc. Jaime operates as the sole advisor at his independent firm in Phoenix, AZ. Quality Wealth Management offers comprehensive financial planning to individuals, professionals, business owners, trusts, estates, and pension and profit-sharing plans. The firm focuses on planning and recommendations rather than ongoing asset management, delivering services through fixed-fee, retainer, or hourly arrangements.

Kaitlin Krozel is a financial advisor with Krozell Capital Management, LLC in Scottsdale, AZ, holding a Series 66 designation and with 12 years of industry experience. She has operated Krozell Capital Tax, LLC since 2016, providing tax preparation and managing the business. Krozell Capital Management offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice using asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies. The firm integrates tax considerations into its investment process and provides discretionary portfolio management alongside project-based financial planning and independent third-party money manager selection.

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

As a CFA and CFP® in the U.S. and Canada, with over a decade of experience in cross-border wealth management, I bring a wealth of expertise and a unique cross-border perspective to my clients. Having lived and worked extensively in both the United States and Canada, I have an intimate understanding of the financial landscapes, regulatory environments, and investment opportunities in both countries. Moving to Canada, and then back to the U.S. again, allowed me to experience the things many of my clients go through when moving across an international border. Some things can only be learned through experience. This diverse background allows me to provide comprehensive financial advice tailored to the needs of clients on either side of the border. In practice, I specialize in helping individuals and families achieve their long-term financial goals through personalized financial planning, investment management, and wealth preservation strategies. I am particularly adept at working with clients who have cross-border financial interests, ensuring seamless integration and optimization of their financial plans.

Patrick Moore is a financial advisor with CBK Financial Advisors LLC in Mesa, AZ, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at firms including Northwestern Mutual Investment Management and Contego Capital Group, and spends a significant portion of his time managing estate and trustee operations through East Valley Fiduciary Services. He is also a licensed insurance agent. CBK Financial Advisors LLC offers portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm combines fundamental, technical, and modern portfolio theory analyses, employs both long and short-term trading strategies, and formally documents each client engagement with an Investment Policy Statement.

Fanar Nissan is an advisor at Akkadian Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JPMorgan Chase Bank, Valic Financial Advisors, Merrill, and Bank of America. Akkadian Wealth LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and small businesses with asset management, wealth planning, and consulting services. The firm employs an active, tailored investment approach using fundamental analysis, Modern Portfolio Theory, and technical analysis to align portfolios with client goals and risk tolerance.

Ian Tinker is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Busine Wealth in Scottsdale, AZ. His previous experience includes roles at Seaside Financial & Insurance Services, VITA INTELLECTUS, LLC, and Ameriprise. He holds an active insurance license and occasionally engages in insurance sales. Busine LLC offers comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides both discretionary and non-discretionary portfolio management, pension consulting with ERISA fiduciary responsibilities, and employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio construction.

Robert Keats is a CFP® with over 31 years of experience in financial planning. He is the principal advisor at Keats, Connelly & Associates, Inc, an independent firm based in Phoenix, AZ. His career includes long-term roles at Keats Connelly & Associates Inc. and National Advisors Trust Company Ltd. Keats, Connelly & Associates specializes in fee-for-service financial planning and consulting for high-net-worth individuals with U.S.–Canada cross-border financial needs. The firm delivers comprehensive written plans addressing taxation, estate, immigration, and related issues, while referring clients to independent advisors for investment management.

Paul Drake Stockard is the sole advisor at DSA Asset Management, LLC in Chandler, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with DSA Asset Management since 2016 and previously worked at Wells Fargo Clearing in 2015. DSA Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm uses multiple analysis methods and a range of investment strategies tailored to client objectives and risk tolerances.

Ariane Jariwala is a CFP® and Series 63-registered advisor with over 14 years of experience, including a long tenure at The Vanguard Group, Inc. She is the founder of Jariwala Financial Wellness, LLC, where she provides fee-only financial planning and consulting. Jariwala Financial Wellness serves individuals and families by offering budgeting, debt management, retirement and college-savings planning, investment education, and tax and insurance planning guidance. The firm focuses on investor education and DIY portfolio guidance, charging flat fees and subscription options rather than asset-based fees or commissions.

David Harris is the principal of Harris Investment Advisors LLC in Scottsdale, AZ, with 24 years of experience in the financial industry. He holds Series 65 and Series 63 licenses and has previously been affiliated with firms including Alternative Investment Advisors, LLC and Cambridge Investment Research. Harris also operates a separate insurance agency. Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, focusing on comprehensive financial planning and investment management. The firm uses a planning-driven, individualized approach that emphasizes long-term, diversified asset allocation strategies tailored to client objectives and risk tolerance.