Adriana Mange is a financial advisor at AlphaTrust Advisors with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cambridge Investment Research and Wells Fargo Bank. Mange is also involved as a CPA and tax preparer with Alpha Trust Tax Services and serves as an independent insurance agent with Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios with ETFs, stocks, bonds, and low-cost mutual funds, supplemented by third-party artificial intelligence tools for research and risk monitoring, and maintains formal affiliations with accounting, tax, and insurance practices.

Edwin Ashton is an investment advisor at Arete Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and is also a licensed attorney since 2011, focusing his legal practice on estate planning, probate, and business transactional law through his firm, Ashton Law, PLLC. Arete Financial Solutions provides portfolio management and financial planning services to individual and corporate clients, utilizing a documented investment process that includes fundamental analysis and modern portfolio theory. The firm integrates in-house legal and accounting expertise alongside traditional investment management, offering a distinctive range of services including a wrap-fee program and managed-model solutions.

Nicholas Winters is a CFP® with eight years of experience in financial advising, currently with Winters Financial Group, Inc. in Phoenix, AZ. His prior work includes roles at The Vanguard Group, Inc. and Foresters Financial. He also works as an independent insurance agent, assisting clients with life, disability, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm primarily employs a non-discretionary management approach, offering portfolio management, standalone financial planning, and retirement plan consulting using a range of instruments including mutual funds, ETFs, and individual equities.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC 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 variety 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.

Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.

Angela Valentine is a financial advisor at Unique Investment Advisors, LLC in Phoenix, AZ, holding a Series 65 designation with 14 years of industry experience. She has worked with multiple firms, including LifeTyme Financial Group and Allstar Financial Group, and maintains roles in Unique Business Planning, LLC and Sonoran Sky 1103 LLC. Unique Investment Advisors acts as a co-advisor on a third-party platform, providing ERISA 3(21) advisory services and hosting public seminars. The firm uses a fund-of-funds approach focused on asset allocation and periodic rebalancing, supporting clients through onboarding and ongoing reviews rather than discretionary trading.

Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.

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.

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC, holding Series 65 and Series 63 licenses. She has been with Intrinsic Value Partners since 2018 and has prior experience at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing on long-term capital appreciation through bottom-up fundamental analysis of U.S. equities. The firm manages a multi-hundred-million-dollar discretionary portfolio with a concentrated, low-turnover approach tailored primarily to high-net-worth households.

Daniel Flack is a CFA® charterholder with 23 years of industry experience. He has worked at Intrinsic Value Partners, LLC since 2012 and previously spent nine years at PACWEST Financial Management Inc. Outside of his advisory role, he operates an eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and other business entities, including high-net-worth households. The firm focuses on bottom-up fundamental analysis of U.S. equities to construct concentrated, low-turnover portfolios seeking long-term capital appreciation through investments priced below intrinsic value.

Kristian Fisher is a CFP® professional with 25 years of industry experience, currently serving at Kachkovsky & Fisher, Inc. in Phoenix, AZ. He has been with the firm since 2001 and is also involved in a real estate business. Kachkovsky & Fisher, Inc. provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, and employer-sponsored plans. The firm emphasizes strategic asset allocation with broadly diversified, low-cost funds and incorporates tax-aware portfolio management.

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.

Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. 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 tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund 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.

Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.