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 at Tactical Tax Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Tactical Tax and Estate Planning, CSI Financial Group, Diversified Financial Advisors, and LPL Financial. Victor is co-founder and vice president of CSI Financial Group and is involved in related insurance and life settlement brokerage activities. 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 employs a flexible investment approach incorporating long-term strategies as well as tactical trades and integrates financial planning and ERISA plan services into its offerings.

William Mitton is a financial advisor at Universal Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., Triton Wealth Management, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial. He owns WCM William Chad Mitton Financial, a pass-through entity affiliated with Triton Wealth Management. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios and a combination of fundamental analysis with long- and short-term investment strategies. The firm offers access to a broad range of securities and manages assets on a discretionary basis.

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.

Alan Cox is a financial advisor at Hillspring Financial, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Northpointe Consulting, Northpointe Financial, and Taylor Capital Management. He is also licensed to sell life, annuity, health, dental, and vision insurance. Hillspring Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and serves clients using both wrap-fee and non-wrap platforms, integrating mutual funds, ETFs, and third-party managers in tailored client programs.

Mark Trumble is a financial advisor at Process Design Capital Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Process Design Capital Management since 2017, following a 16-year tenure with Emergent Financial Group Inc. Process Design Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm employs a combination of analytical methods alongside strategies including long-term equity and fixed-income investing, ETFs, and options trading, and offers specialized ERISA retirement plan services.

Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Midwest Financial Group, Inc., followed by roles at Securities America and its affiliates prior to joining his current firm in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses with discretionary asset management and financial planning. The firm manages approximately $21.5 million for about 92 clients using documented client objectives and risk tolerances, employing methodologies such as modern portfolio theory and fundamental analysis.

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.

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.