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 Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.

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.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.

Alexander Kienle is a CFP® professional with 22 years of experience in financial advisory services. He is a managing member of Casa de Kienle, LLC and AMK Financial, LLC, and has been with Westmark Wealth Management since 2013. Kienle serves as an executive board member and is the 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, focusing on fundamental analysis and long-term investment 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.

Dewey Gough is a financial advisor at FSG Financial Services, Inc. with a Series 65 credential and three years of industry experience. He has been with FSG Financial Services since 2022 and is also involved with Financial Security Group of AZ, Inc., where he serves as an Administrative Manager. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, using a range of analytical approaches tailored to clients’ objectives and risk tolerance. The firm also conducts public educational seminars and manages accounts with delegated discretion, including the use of sub-advisors.

Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.

James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.

Erin O'Shea is a financial advisor at 17 Capital Partners, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining 17 Capital Partners, Erin worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. She has also held roles outside the financial industry, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and quantitative analysis, along with a variety of portfolio strategies such as long- and short-term trading, options, and allocations to multiple asset classes.

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

Daniel Brooks is a CFP® with 25 years of industry experience. He has been with Penn Advisory Group Inc. since 2025 and previously worked for The Vanguard Group, Inc. for 20 years. Brooks serves as Treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group provides portfolio management, financial planning, and consulting services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis, third-party research, and quantitative modeling to tailor asset allocation according to client objectives and risk tolerance.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Jeremyi Sanchez is a CFP® with 18 years of industry experience. He has been with Westmark Wealth Management since 2013. In addition to his financial advisory role, he contributes to and manages a YouTube channel called The People's Finance Channel, which posts educational videos. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based investment advisory services through recommending and overseeing third-party managers, with an investment approach focused on long-term security holdings and client-specific constraints.