Trevor Scheid is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Luminescent Wealth Management, Inc. since 2025 and previously spent six years at Tarbox Family Office and five years at Versant Capital Management. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes fundamental analysis and tailored portfolios, integrating tax, estate, and philanthropic planning through a small advisory team that includes licensed CPAs and advanced planning professionals.

Daniel Vickers is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. He has been with SabriEnt Systems since 2013. SabriEnt Systems provides consultancy and data licensing services based on proprietary quantitative models, serving institutional investors, hedge funds, and individual advisers through subscription platforms and research products. The firm focuses on fundamentals-driven, multi-factor quantitative models combined with qualitative input to develop unit investment trust portfolios and other investment solutions, operating without managing client assets or providing individualized advice.

Philip Nagel is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with Aim Capital since 2012 and is also associated with LPL Financial. The firm, Aim Capital, provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across about 236 client relationships. Aim Capital offers tailored portfolio management using a variety of securities and conducts regular client reviews, operating a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Patricia Druckman is a financial advisor at Envision Capital Management Ltd with 19 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Druckman has been with Envision Capital Management since 2005 and is also a licensed insurance agent providing life and disability insurance services. Envision Capital Management Ltd offers discretionary portfolio management and consulting services to individual and high-net-worth clients, including pension and 401(k) plan consulting. The firm uses a buy-and-hold, dividend-reinvestment investment approach informed by fundamental analysis and manages both separately managed accounts and a private pooled investment vehicle, Talisman Partners LLC.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She currently works at Luminescent Wealth Management, Inc. in Phoenix, AZ, having previously been at Tarbox Family Office and Versant Capital Management. Erin serves as an executive committee member of the AICPA Personal Financial Planning Executive Committee, chairs the PFP Champions Task Force, and holds leadership roles in several nonprofit and community organizations in the Phoenix area. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes integration of tax, estate, and philanthropic planning with investment management, tailoring portfolios based on fundamental analysis and individual client objectives.

John Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Alpine Securities and an earlier period at Scottsdale Capital Advisors. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer, providing brokerage and investment services to retail and institutional clients across various asset classes. The firm offers portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65 credentialed advisor at Intelligent Capitalworks with nine years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member of the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning for high-net-worth and ultra-high-net-worth individuals and families, offering tailored portfolios with a focus on dividend growth, capital conservation, and tax control. The firm combines in-house and third-party research to support a long-term investment approach.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.

Aaron Lannon is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rovin Capital and Heartland Financial. Outside of his advisory role, he serves as an assistant to a seller's agent at Summit Real Estate Professionals in Casa Grande, AZ. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios through in-depth client interviews and risk assessment tools.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Joshua Miller is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. He has held roles at multiple firms, including Park Avenue Investment Advisory LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Mr. Miller is the Chief Executive Officer of JCM Private Holdings, a personal private holding company. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and small to mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold and tactical strategies, tailoring portfolios through detailed client interviews and tools like Riskalyze.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.

Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including New Order DAO, MG Private Capital/Banyan Digital, Bank of America, and Merrill. He is also an owner of Red Night Capital Holdings, LLC. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern-portfolio approaches, with a distinctive Advanced Derivatives Overlay offering that includes complex options and futures strategies.

Kodi Thruston is a Series 65 licensed advisor at Amplify Financial, LLC with six years of industry experience. He has held roles at Ashton Thomas Private Wealth, Ashton Thomas Securities, and C&H Financial Services. Outside of his advisory work, he coaches freshman and sophomore football at Chaparral High School and founded Komorebi, a crypto blog focused on personal research and development. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, offering trading, reporting, and back-office support while implementing various quantitative and systematic investment strategies.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.