Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Munib Haddad is a financial advisor with SunStreet Securities, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunStreet Securities since 2007. SunStreet Securities is a small advisory firm serving individual and high-net-worth clients, offering portfolio management, financial planning, and asset review services. The firm manages approximately $5.9 million in client assets using a mix of fundamental, technical, and cyclical analysis, primarily through mutual funds, with accounts reviewed at least quarterly.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

James Tewalt is a CFP® with 20 years of industry experience and is affiliated with EPS Wealth Management in Glendale, AZ. He has operated multiple businesses, including EPS Doc Prep LLC, a legal document preparation service, and Tewalt's Kickin' Korral, LLC, a horse boarding operation. He was previously president of Estate Planning Solutions Inc., a life and health insurance agency. EPS Wealth Management provides financial planning and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios and offers both discretionary and non-discretionary management.

David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.

Todd Thompson is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Rogue Advisors, LLC since 2013. Rogue Advisors is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable institutions, corporations, and other business entities. The firm primarily uses passive, diversified model portfolios and offers both discretionary portfolio management and fiduciary services for qualified retirement plans.

Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.

Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.

James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.

Daniel Brooks is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Penn Advisory Group Inc. since 2025, following a 20-year tenure at The Vanguard Group, Inc. He also serves as the treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club. Penn Advisory Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations with discretionary and non-discretionary portfolio management and financial planning. The firm utilizes fundamental and technical analysis combined with third-party research and quantitative modeling to tailor asset allocation, typically custodied through Schwab and managed with annual reviews.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Erik Anderson is a financial advisor at J.H. Darbie & Co., Inc. in Phoenix, AZ, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.H. Darbie & Co. and Saro Partners since 2017. Outside of his advisory role, he provides compliance consulting services, including both investment-related and non-investment-related consulting. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, trusts, estates, and business entities, employing a combination of cyclical, fundamental, and technical analysis within value-oriented, tactical, and strategic asset allocation frameworks. The firm also participates in third-party adviser programs and sponsors a wrap fee program.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

Louis Di Muro is a financial advisor at Iron River Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and also operates a single-member CPA firm providing tax preparation services alongside a separate LLC offering life insurance and annuity sales. Louis has been with Iron River Capital since 2022. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, financial and estate planning, and account monitoring. The firm acts as a fiduciary, typically providing discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, and annuities.

Blake Welch is a financial advisor with Arete Financial Solutions, LLC and holds a Series 66 designation. He has four years of industry experience, including previous roles at Mutual of Omaha Insurance Company and Securities America, Inc. Outside of finance, he works as a bouncer at The Womack in Phoenix. Arete Financial Solutions provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entity clients. The firm employs fundamental analysis and modern portfolio theory to develop tailored investment allocations and offers both non-wrap advisory services and a wrap-fee program.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.

Bruce Read is a financial advisor at Comprehensive Physicians Retirement Investing with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Nationstar Mortgage and South University. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented cash strategy and manages nearly 200 client accounts through a small, two-advisor team.

Zachary Lytle is a financial advisor with Wiser Advisor Group in Phoenix, AZ. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Wiser Advisor Group, he worked at RBC Capital Markets, LLC and Great Point Capital, LLC. He is also an active owner of Wiser Venture, LLC, a business engaged in investment banking activities. Wiser Advisor Group is an SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an investment process that integrates multiple analytical approaches and employs both long- and short-term strategies.

Mark Lewis is a ChFC® financial advisor at Sunlight Peaks Financial Partners, LLC with five years of industry experience. He previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners offers comprehensive financial planning through a Virtual Family Office and provides non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes buy-and-hold strategic asset allocation with a focus on private equity and alternative investments, using a liability-based framework tailored to clients’ goals.