Jarrod Rice is a financial advisor at Essential Investing with a Series 65 designation and two years of industry experience. He has worked at Essential Investing Wealth Management since 2024 and concurrently serves as a special projects manager at Mercy Care, a nonprofit where he oversees administration of federal and state grant funding. Essential Investing provides integrated financial planning and portfolio management to individuals, high-net-worth clients, not-for-profits, and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Jo Ann Regan is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding a Series 65 credential and eight years of industry experience. She has held leadership roles at affiliated firms including FSG Tax Advisors, Inc. and Financial Security Group of AZ, Inc., where she serves as president and insurance agent. Regan is also involved in tax preparation and resolution services through FSG Tax Advisors. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, tailoring strategies to client objectives, time horizons, and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and operates with delegated discretion, conducting periodic account reviews and offering educational seminars.

Keith Gregor is a CFA® charterholder based in Phoenix, AZ, with eight years of industry experience. He is currently with Fjell Capital and Drewett Works, and he founded Gregor Wealth Management LLC in 2019. In addition to his advisory work, Mr. Gregor owns a manufacturing company specializing in residential lighting fixtures. Fjell Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering integrated wealth management, standalone financial planning, and retirement plan advisory services. The firm employs a target-date, model-of-models investment approach and offers a mix of subscription-style fees and traditional billing models.

Christine Carlton is a financial advisor at EPS Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Estate Planning Solutions since 2015 and Carlton Financial, Inc. since 2004. Outside of advising, she owns and operates Carlton Financial Inc., an independent insurance agency, and is involved as a business consultant specializing in tax incentives and corporate finance as well as an associate with a network marketing organization. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for about 299 clients. The firm provides wealth management, financial planning, and portfolio management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Anne Ertel Sawasky is a financial advisor with Unique Investment Advisors, LLC and holds the ChFC®, Series 63, and Series 65 designations. She has 10 years of industry experience and has worked at Unique Investment Advisors since 2025. She is also the owner and attorney of Sawasky Law LLC, a law practice established in 1997, and is involved with Quo Vadis Solutions LLC, a business consulting and insurance services firm. Unique Investment Advisors provides co-advisory investment advice and retirement-plan services to individuals, corporations, business entities, and plan sponsors. The firm collaborates with a third-party platform to implement investment strategies based on Modern Portfolio and Efficient Market principles, while supporting clients through education, policy development, and account reviews.

Kevin Haggerty is a financial advisor with Evolution Vision Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at TNL Asset Management, Alpine Bank Wealth Management, and New York Life. Outside of advisory work, he has minor ownership interests in a pizza delivery business and a bill pay service, dedicating some time monthly to client communications and business management. Evolution Vision Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, integrating financial planning within its services. The firm employs a personalized approach combining various analytical methods and asset-allocation strategies, managing roughly $65 million across 98 client relationships since its registered operations began in 2026.

Jeffrey Burg is a financial advisor at AlphaTrust Advisors with 23 years of industry experience. He has held prior roles at Cambridge Investment Research Advisors and AIG Capital Services. Outside of advisory work, he serves as president of the Aspiring Youth Academy, a nonprofit focused on youth development, and is involved with the Sun Angel Collective, which connects Arizona State University student athletes to NIL opportunities and community outreach. AlphaTrust Advisors provides investment advisory and wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm primarily uses model portfolios with exchange-traded funds, individual stocks, bonds, and diversified mutual funds, applying fundamental, technical, and quantitative analysis supplemented by AI tools and internal due diligence.

Alex Miller is a CFP® with one year of industry experience, currently affiliated with EPS Wealth Management. He previously worked at The Hebets Company and LifeBrokers. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for nearly 300 clients. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

Brian Laurie is a financial advisor at Green Peaks Planning with 9 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, North Valley Insurance Company, and Toyota of Surprise. Laurie serves on the 403(b) committee for Benevilla, a nonprofit organization in Surprise, Arizona. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation with a combination of passive and active funds and offers various planning engagement options beyond traditional portfolio management.

Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.

Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning primarily to individual clients, focusing on passive investment management through index mutual funds and ETFs. The firm offers discretionary portfolio management and comprehensive planning services covering retirement, tax, estate, college savings, cash flow, and risk management.

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. He co-founded and serves as vice president of CSI Financial Group, an insurance marketing organization, and is also involved in life insurance and settlement brokerage through Tactical Tax and Estate Planning. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm combines discretionary portfolio management with financial planning, employing both long-term strategies and tactical trading tools tailored to client objectives and risk tolerance.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Logan Hauschild is a financial advisor at Green Peaks Planning with a Series 65 designation and one year of industry experience. Prior to joining Green Peaks Planning, he worked at Red Robin for six years and was a full-time student for seventeen years. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients, managing over $46 million in assets. The firm combines fundamental security analysis with Modern Portfolio Theory, offering customized portfolios and a range of planning engagements beyond traditional asset management.

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with a Series 65 designation and over eight years of industry experience. His prior work includes roles at Ernst & Young, Jones Simkins, and Alterdomus. Scott Marsh Financial serves individuals, companies, and trusts by providing portfolio management alongside tax services, real estate advice and property management, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and uses diversified mutual funds and ETFs across multiple model portfolios, with additional strategies including concentrated individual-stock selections.

Lauren Frist is a CFP® professional with 13 years of industry experience. She has worked at The VANGUARD GROUP, INC., Ironwood Wealth Management, LLC, and currently serves at Revel Wealth Partners. Lauren holds Series 63 and Series 65 licenses. Revel Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm follows a policy-driven investment process that combines modern portfolio theory with fundamental and technical analysis using both passive and active vehicles.

Anthony Olson is a financial advisor at Bonsai Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Bonsai Financial Services, LLC since 2018, following prior roles at Strategy Financial Services and Strategy Financial Insurance. Olson is also the owner and manager of Bonsai Insurance Services, LLC, where he consults on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm employs an asset-allocation methodology to balance returns and risk, managing portfolios primarily with ETFs and mutual funds for a client base of about 62 accounts.