Jon Lindquist is the sole advisor at Linx Equities, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 25 years of industry experience, including 16 years with Linx Equities. Outside of his advisory work, he spends a small portion of his time giving private golf lessons. Linx Equities serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management along with limited consulting and hourly financial planning. The firm focuses on client-specific asset allocation with an emphasis on conservative money management and long-term buy-and-hold strategies, all managed personally by Mr. Lindquist.

Jon Basha is the sole advisor at JB Advisory LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. His prior work includes six years at SMS Financial and two years at Amazon. JB Advisory LLC is a boutique, state-registered investment adviser serving a small group of individual clients, including high-net-worth individuals. The firm provides investment advice without managing or taking custody of client assets and does not accept discretionary trading authority. Its advisory services are tailored to clients' financial goals using economic and technical analysis while avoiding high-frequency and high-risk strategies.

Shawn Tehrani is the sole advisor at Tehrani Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led his independent firm since 2010. Tehrani Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored advice using a range of investment methods including charting, fundamental, technical, and cyclical analysis, and manages client accounts primarily on a non-discretionary basis.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

Duc Pham is the sole advisor at Sonoran Investment Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with three years of industry experience. He also maintains a medical career as a practicing surgeon at Duc M Pham MD, PC, where he manages surgical and administrative responsibilities. Sonoran Investment Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services tailored through detailed client interviews and Investment Policy Statements. The firm utilizes a diverse investment approach that includes discretionary and non-discretionary management, employing strategies such as modern portfolio theory, technical analysis, and access to non-traditional instruments like venture capital and precious-metal ETFs.

Jon Paul Holyoak is the principal advisor at Holyoak Wealth Management, LLC, an independent firm based in Paradise Valley, AZ. He holds Series 63 and Series 66 designations and has 23 years of industry experience. His previous roles include founding and operating Holyoak Wealth Management since 2013. Outside of advising, he serves as an officer for JP and J Marketing Services, Inc., a company providing marketing services unrelated to investments, and participates in local nonprofit organizations supporting education in Scottsdale, AZ. Holyoak Wealth Management is a single-advisor firm managing approximately $11.4 million on a discretionary basis for about 35 clients, including individuals, high-net-worth clients, trusts, and business entities. The firm offers customized, fee-based investment management across various securities and advises on insurance, retirement plans, and education savings, tailoring strategies based on client risk tolerance, objectives, and investment restrictions.

Alex Hilbert is a financial advisor with Life Story Wealth Planning in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at The Vanguard Group, JNR Networks, Hilbert Financial Group, and Transamerica Financial Advisors. Life Story Wealth Planning provides discretionary wealth management to high-net-worth individuals and corporations, using a proprietary three-layer investment process that incorporates fundamental, technical, and macro analysis across multiple asset classes. The firm employs active strategies including options, futures, and short positions, and also offers a paid investment newsletter.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Kenneth Holman is a financial advisor with Overland Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has been involved with the Overland Group, a commercial development and construction company, since 1983 and currently serves as its Chairman of the Board. Holman works about 10-15 hours per week assisting his sons, who are managing the company operations. Overland Advisors is an independent registered investment adviser offering investment management, financial planning, and consultation services to a diverse client base including retirement plans, trusts, charitable organizations, corporations, and individuals. The firm emphasizes customized investment policy statements and ongoing portfolio monitoring, often coordinating with independent investment managers while maintaining oversight.

Joseph Mangone is a CFP® with 18 years of industry experience and has led J. Mangone Capital Management LLC since 2011. Based in Paradise Valley, AZ, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. J. Mangone Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including a significant portion of high-net-worth households. The firm’s portfolios emphasize privately negotiated equity positions and municipal/state bonds, serving a relatively small client base with a high assets-per-client ratio.

Adam Zingg is a CFA® charterholder and the principal advisor at The Balance of Trade in Scottsdale, AZ, with seven years of industry experience. He has held teaching roles at multiple institutions, including Grand Canyon University and Maricopa County Community Colleges, since 2014. Outside of his advisory work, he co-owns an online educational content business targeting homeschoolers, worldschoolers, and gap-year students. The Balance of Trade provides advisory and educational services primarily to individual investors, with occasional clients such as trusts, family offices, and pension plans. The firm focuses on a top-down strategic allocation framework complemented by tactical adjustments and emphasizes education and consulting over discretionary management.

James Barrons Jr. is a financial advisor with First Financial Strategies, Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with First Financial Strategies, Inc. since 1988. Outside of financial advising, Barrons serves as chairman and CEO of RMG Outdoor, Inc., a company that fabricates outdoor billboards, and holds leadership roles in several other outdoor advertising and landscaping businesses. First Financial Strategies, Inc. provides investment advisory and financial guidance services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolio allocations based on client-specific factors and operates under a professional alliance with Morgan Stanley, which handles custody and investment discretion while FFSI maintains a consultative role.

John Klevens is a CFP® with 34 years of industry experience, currently serving at Sequel Capital Management, LLC since 2026. His prior roles include positions at Mariner Wealth, PFG Advisors, Securities America, Arbor Point Advisors, and Kms Financial Services. Sequel Capital Management provides discretionary investment management, wealth-management services, and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a long-term, customized approach combining fundamental and technical analysis across a range of securities and operates a wrap fee program uncommon among firms without active SEC-registered advisors.

Casey Corbett is a CFP® and holds a Series 66 license with nine years of industry experience. He is the principal of Corbett Wealth Management LLC, an independent advisory firm he founded in 2022. Casey also has a longstanding role at the Mayo Clinic since 2012. Corbett Wealth Management LLC is a boutique firm offering discretionary portfolio management focused on higher-net-worth individuals. The firm employs a blend of Modern Portfolio Theory and fundamental analysis to create diversified, tailored portfolios, with ongoing monitoring and rebalancing.

Paul Hermens is the founder and sole advisor at Hermens Capital Management, Inc., an independent firm based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, leading his firm since 1996. Hermens Capital Management provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management guided by documented Investment Policy Statements and uses a combination of fundamental, technical, and cyclical investment analysis methods.

Charles Scott is the sole advisor at Pelleton Capital Management, Ltd. in Scottsdale, AZ, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pelleton Capital Management since 1995. Outside of his advisory role, Scott operates as an independent insurance agent. Pelleton Capital Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes passively managed index funds and ETFs, supplemented by a tactical overlay focused on risk management and global diversification.

Christopher Oxford is a CFP® professional with one year of industry experience, currently affiliated with Sprout Financial Planning, LLC in Scottsdale, AZ. His prior experience includes roles at Vanguard and self-employment activities related to transportation. He is also the owner of Siello, LLC, a food and event catering business currently inactive. Sprout Financial Planning, LLC provides individualized financial planning and comprehensive portfolio management to individuals and high-net-worth clients. The firm employs a tailored investment approach combining passive and active strategies, fundamental analysis, and Modern Portfolio Theory to align with client objectives.

Daniel Bustamante is the principal advisor at Bustamante & Co in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. He has previously worked at Stockability LLC, Jack Grace Golf USA, and Landshark Capital LLC, and has managed Bustamante Capital LLC, a private family office and consulting firm for private companies, since 2000. Bustamante & Co provides discretionary investment management primarily through separately managed accounts to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs a concentrated portfolio approach driven by fundamental research, utilizing event-driven ideas, macro analysis, derivatives, and sizable cash allocations, and offers both standard asset-management accounts and a separate long/short equity program available to qualified clients on a performance basis.

Joseph Harding is a financial advisor at Arcadia Wealth LLC in Phoenix, Arizona, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Holos Financial, LLC and his own CPA firm, Harding CPA, LLC, which he has operated since 2017. Harding serves as treasurer and assistant treasurer for Phoenix United Reformed Church, where he manages the budget and participates in finance and leadership committees. Arcadia Wealth provides investment management, financial planning, and consulting services to individuals, families, and businesses, employing an academic, asset-allocation-centered approach. The firm coordinates closely with an affiliated accounting practice and offers retirement-plan consulting and discretionary asset management.

Thomas Brough is a financial advisor with Capital Trust Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has previously worked at Brookstreet Securities Corporation and Wedbush Securities Inc. Since 2012, he has been managing pooled investment limited partnerships as a managing partner of Hedge Access Group, LLC. Capital Trust Wealth Management is an independent advisory firm serving individuals, families, trusts, estates, businesses, and charitable organizations with customized investment management and financial planning services using a strategic asset-allocation framework and proprietary methodologies.