Elyssa Selvidge is a CFP® professional with one year of experience currently serving at Public Safety Financial/Galloway. She also holds a role as a financial advisor representative at Modern Wealth Management, LLC, where she provides financial education and recommendations. Her prior experience includes roles at RSL-AZ and Galloway Asset Management, LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans.

David Young is a CFP® with four years of industry experience currently serving as a financial advisor at Harding Wealth, Inc. He previously worked at Core Planning and LPL Financial, LLC. Before entering the financial industry, he spent seven years at Texas Tech University. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of long- and short-term trading, fundamental and quantitative analysis, and modern portfolio theory, including options and derivatives strategies, with all client assets managed in-house.

Jordan Andrews is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 designation and has worked at Galloway Asset Management, LLC since 2015. Andrews is also a financial advisor representative at Modern Wealth Management, LLC, where he provides financial education and recommendations to clients. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, focusing specifically on public safety personnel and municipal plans through targeted financial education and advisory services.

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.

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Shane Knoll is a financial advisor with Public Safety Financial/Galloway, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Modern Wealth Management, Purshe Kaplan Sterling Investments, and Galloway Asset Management. Outside of advising, he is a stylist consultant for Color Street, selling nail polish. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management through model portfolios. The firm specializes in financial education and advisory services for public safety personnel and municipal plans.

Magdalena Eberhardt is a financial advisor at Public Safety Financial/Galloway with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has held roles at Galloway Asset Management LLC, Purshe Kaplan Sterling Investments, Modern Wealth Management LLC, and Mutual Securities, Inc. She serves as a board member for the City of Phoenix Firefighter Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans through financial education and advisory services.

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Galloway Asset Management, LLC since 2014 and at Modern Wealth Management, LLC since 2025. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, providing discretionary portfolio management based on model portfolios and third-party research. The firm focuses on public safety personnel and municipal plans, delivering financial education and advisory services tailored to these groups.

Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Dillon Kazemi is a financial advisor with Modern Wealth LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Terra Wealth Management and Thompson Financial Group, and is a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Additionally, he serves as a consultant for a family-owned rental business, providing strategic and financial guidance. Modern Wealth LLC offers advisory services to individuals, entrepreneurs, and small businesses, combining Modern Portfolio Theory with fundamental analysis and a long-term trading strategy. The firm uses technology for client monitoring and integrates affiliated insurance and bookkeeping services into its financial planning and portfolio management.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and is also a partner and owner of Elevate CPA Advisory PLC, a CPA practice based in Mesa, AZ. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, coordinating closely with third-party platforms and other professionals. The firm employs a CFP-aligned six-step planning process and offers educational seminars and fixed-fee planning engagements.

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway with five years of industry experience. He holds the Series 66 designation and has previously worked at Martinsen Wealth Management, Morgan Stanley, Modern Wealth Management, Lyft, First Command, JPMorgan Chase, and Freedom Debt Relief. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management and participant-level services tailored to clients’ objectives and risk tolerance.

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

Brian Jutting II is a CFP® certified financial advisor with 12 years of industry experience. He is currently with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans.

Nicholas Winters is a CFP® professional with seven years of industry experience, currently serving at Winters Financial Group, Inc. He has previously worked at The Vanguard Group, Inc. and Foresters Financial. In addition to his advisory role, he is an independent insurance agent assisting clients with life, disability income, 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 offers non-discretionary portfolio management and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities while emphasizing client approval before transactions.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Andrea Alley is a CFP® and holds a Series 65 license with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway in Mesa, AZ, where she has worked since 2019. Andrea has previously worked at Modern Wealth Management, LLC, and has a long tenure with Galloway Asset Management, LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management and participant-level services. The firm emphasizes support for public safety personnel and municipal plans through financial education, customized investment solutions, and regular client communication.

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

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.