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 the principal of LTC Wealth Management, LLC, an independent advisory firm based in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Dabbs has been with LTC Wealth Management since 2017 and has held roles at various related entities, including insurance and senior residential placement services. LTC Wealth Management serves individual and high-net-worth clients, providing financial consulting and portfolio management through the SEI Asset Management Program. The firm offers investment advice on a primarily non-discretionary basis and also provides education and consulting in retirement, tax, estate, and long-term care planning.

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® with three years of experience in financial advising. He currently leads Forward Financial Planning LLC, an independent advisory firm, and has prior experience at Accenture and CTC | myCFO. Forward Financial Planning serves individual clients, including high-net-worth households, employer plan sponsors, and small-business owners. The firm uses a passive investment approach focused on ETFs and mutual funds, incorporating Modern Portfolio Theory and technical analysis, and offers financial planning, investment management, retirement plan consulting, and tax-preparation services.

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.

Tara Capp is a financial advisor with Fresh Forward Financial Planning, LLC, holding a Series 65 credential and beginning her advisory career in 2024. She has prior experience at Zions Bancorporation and National Bank of Arizona, and concurrently works as a tax preparer with Jackson Hewitt Tax Services. Fresh Forward Financial Planning, LLC provides investment management and financial planning services to individuals and high-net-worth clients, employing a mix of passive and active strategies grounded in asset allocation and modern portfolio theory. The firm emphasizes selecting and monitoring outside managers and offers flexible billing options including hourly and fixed-project fees.

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.

Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

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.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Honeywell International and a period of retirement. Verab Financial Advisory is an independent firm serving individual clients seeking financial literacy, budgeting, retirement planning, and decision support. The firm focuses on client education and guidance without discretionary portfolio management, using analysis and AI tools to support personalized recommendations.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Ian Tinker is a CFP® professional with 18 years of experience in financial advising. He has been the principal advisor at Busine Wealth since 2014 and holds a Series 66 license. Ian is also a licensed insurance agent and engages in the sale of insurance products. Busine Wealth offers comprehensive wealth management, financial planning, pension consulting, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction and provides both discretionary and non-discretionary management, including pension consulting under ERISA fiduciary standards.

Robert Keats is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience. He is principal at Keats, Connelly & Associates, Inc., an independent firm based in Phoenix, AZ. His career includes long-term roles at his own firm and related entities focused on cross-border tax and fiduciary services. Keats, Connelly & Associates serves high-net-worth individuals with U.S.–Canada cross-border financial planning needs, offering fee-for-service planning, consulting, and educational seminars. The firm specializes in comprehensive plans addressing taxation, estate, immigration, and related issues, and refers clients seeking investment management to independent advisors.

David Harris is the principal of Harris Investment Advisors LLC in Scottsdale, AZ, with 24 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to founding his current firm, he was involved with Alternative Investment Advisors, LLC and has operated Harris Advisors, LLC since 2002. In addition to his advisory role, he operates a separate insurance agency and a distinct registered investment adviser, both based in Scottsdale. Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, focusing on planning-driven, individualized investment management. The firm employs diversified, long-term asset allocation strategies that may include ETFs, mutual funds, equities, fixed income, annuities, and option strategies, serving approximately 87 client relationships with $28 million in discretionary assets under management.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Corbin Hixson is a financial advisor with Alpha Squared Capital, LLC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. Prior to founding his current firm in 2019, he worked at Roncancio Wealth Management, Inc., Hornor Townsend & Kent Inc, Cambridge Financial, and Penn Mutual Life Insurance Co. Outside of financial advising, he is also a licensed REALTOR affiliated with Realty ONE Group, where he has been involved in real estate sales since 2014. Alpha Squared Capital, LLC serves individuals and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with active and passive strategies, and uniquely incorporates real estate-related planning services alongside traditional investment management.

Kathleen Owens is a financial advisor at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ, with 12 years of industry experience. She holds the Series 66 designation and has worked at Aurora since 2018, following five years at Alta Pacific Wealth Management LLC. Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services to institutional and individual clients, including individuals age 50+, single women, married couples, high-net-worth individuals, small business owners, and employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs, employs forward-looking risk analytics, and offers individualized planning with behavioral finance elements and flexible billing arrangements.