Lawrence Moskat is a Certified Financial Planner® with 16 years of industry experience. He is the principal of Retirement Income and Inheritance Advisors, LLC, an independent firm he has led since 2009. Outside of advisory services, he operates an independent insurance sales business. Retirement Income and Inheritance Advisors, LLC serves individual and institutional clients, providing financial planning, pension consulting, and ongoing investment supervision. The firm develops customized plans and utilizes multiple analytical methods to guide investment decisions, billing through fixed fees rather than asset-based charges.

Randolf Albers is a financial advisor with Advanced Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has served as CEO and President of Albers Financial Group Inc. since 1989 and has been with Advanced Financial Services since 2016. Outside of advisory work, he manages an aircraft operations business and serves as president and trustee of the Albers Family Trust. Advanced Financial Services provides portfolio management, financial planning, and third-party manager selection and oversight for a diverse client base including pension and profit-sharing plans, trusts, charitable organizations, and individuals. The firm combines pension-plan consulting and manager-selection services with insurance affiliations and emphasizes fundamental and technical investment analysis without engaging in option trading, commodities, or performance-based fees.

Leonard Anderson is a financial advisor at LHA Capital Partners with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Laurel Wealth Advisors. Outside of his advisory role, Anderson provides business consulting services to a behavioral treatment center and is involved as an executive producer and investor in film finance projects. LHA Capital Partners offers discretionary portfolio management and financial consulting to individual and high-net-worth clients, utilizing firm-developed model portfolios and a blend of technical and fundamental analysis within a modern-portfolio framework.

Kevin Barton is a financial advisor at Elevate Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Elevate Financial since 2015. Elevate Financial provides comprehensive financial planning and wealth management services primarily for individual clients, as well as retirement plan sponsors. The firm emphasizes client-specific investment policies, diversification, and periodic rebalancing, offering both discrete planning projects and ongoing advisory relationships that include discretionary portfolio management.

Steven Tai is a financial advisor with SCT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has 13 years of industry experience, including four years at Lexington Avenue Capital Management prior to founding SCT Wealth Management in 2017. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, occasionally serving small businesses and endowments. The firm emphasizes broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, focusing on after-tax outcomes and rebalancing based on allocation ranges rather than fixed schedules.

Chris Hanrahan is a financial advisor with Chevelon Capital Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience, including two years with Arcadia Capital Partners before joining Chevelon Capital Management in 2018. Chevelon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs cyclical, fundamental, and technical analysis across both long- and short-term equity trading strategies and manages approximately $54.3 million in assets.

Grady Cool is the principal of Cool Wealth Management in Tempe, AZ. He holds the CFP® and CFA® designations and has four years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Osaic. He is also the owner and an independent licensed insurance agent with an affiliated insurance entity. Cool Wealth Management provides discretionary portfolio management and ongoing investment advice primarily to individual and high-net-worth clients. The firm focuses on asset allocation and risk-based portfolio construction, using ETFs, index funds, and other investment vehicles within a long-term investment framework.

Julie Kern is a CFP® professional with 19 years of experience in financial advisory. She is the owner and president of Bridge Financial Strategies, where she has worked since 2009, and previously worked at Dynamic Wealth Advisors from 2014 to 2018. In addition to her advisory work, Kern provides tax preparation and divorce financial planning services through related business activities. Bridge Financial Strategies serves individual and high-net-worth households, offering discretionary portfolio management combined with tiered financial planning services. The firm’s approach integrates investment management with tax preparation and divorce financial analysis, providing written plans and regular reviews tailored to client goals and risk tolerance.

Marcus Pimentel is a financial advisor at SL Capital with four years of industry experience and a Series 65 credential. He previously worked at Foundations Investment Advisors and has operated two entrepreneurial ventures, Pimentel Academic Services and Prometheus Innovations LLC, focused on academic tutoring and design/administration respectively. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and business entities. The firm uses proprietary and third-party model portfolios, incorporates alternative investments, and employs a sub-adviser to manage trading, reporting, and fee billing.

Annmarie Alaniz is a financial advisor at Mette Associates, LLC with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual Investment Services and Financial Leadership Advisors. In addition to her advisory role, she is the managing partner of Global Sourcing Solutions Corporation, a supply chain management business. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, nonprofits, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios, typically recommending mutual funds, ETFs, investment-grade fixed income, and occasionally private alternative investments.

Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.

Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Stephen Paluga is a financial advisor with Watch Guard Capital LLC in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience and serves as a Major in the Arizona Air National Guard, where he has been commissioned since 2012. Paluga joined Watch Guard Capital in 2016 and also worked at Scottsdale Community College in 2018. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $80.7 million across 147 accounts and employs strategies including option income, hedging, and both long- and short-term trades, with a focus on discretionary management guided by client Investment Policy Statements.

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 credential and three years of industry experience. He has worked at several firms, including Sun Valley Wealth Management and Encompass More Asset Management. In addition to his advisory role, he co-hosts a financial radio show called "Cover Your Assets with Logan and Don." Sun Valley Advisory provides investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm employs a largely non-discretionary advisory model, recommending ETFs and individual equities while monitoring third-party managers and offering access to annuity products and an online estate-planning platform.

Patrick Kearns Jr. is a financial advisor at 345 Investment Advisory, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of advisory work, he is a partner in 345 Wealth Management, LLC and owns an insurance brokerage firm specializing in term life insurance. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm focuses on plan-linked and institutional-style accounts, managing portfolios through proprietary and third-party models with a combination of fundamental and technical analysis across diverse investment strategies.

Michael Walling is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes 14 years at Triad Advisors, Inc., followed by roles at Arkadios Capital and Arkadios Wealth Advisors. Outside of his advisory work, he is involved in operating a rebath franchise and owns several PetWellClinic franchises in Maricopa County through a family holding company. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition consulting to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs approaches such as fundamental and technical analysis, modern portfolio theory, and third-party manager selection for discretionary and non-discretionary accounts.

Jacob Chaparro is a financial advisor with Zenith Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity, and several advisory firms. Zenith Investment Management is a boutique wealth management firm serving individuals—including high-net-worth clients—and institutional investors. The firm offers comprehensive financial planning, discretionary portfolio management, and consultation services, employing customized, goals-based planning and a mix of fundamental and technical analysis alongside strategic asset allocation and alternative investments.

Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.

Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.