Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines and Equitable Advisors, LLC. Chavez is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management is a fee-based registered investment adviser that provides discretionary asset management, financial planning, sub-advisory services, 401(k) consulting, and ERISA plan support to individuals and small businesses. The firm employs a variety of analysis methods and strategies, including the use of derivatives and options, and operates with a small advisory team.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Blake Bottle is a ChFC® with 36 years of industry experience, currently serving at Wisdom Wealth Investment Advisors LLC since 2014. He previously worked at Concourse Financial Group Securities and Proequities, Inc. for over two decades. Bottle is involved in multiple financial advisory roles, including assisting clients with basic estate planning documents through Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management alongside integrated financial planning, tailoring strategies to each client's objectives and risk tolerance.

Brendan Turelli is a financial advisor with 9 years of industry experience, currently affiliated with 345 Investment Advisory, LLC. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is involved in an outside insurance business. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services primarily to institutional clients such as trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm uses proprietary and third-party model portfolios, incorporates a range of investment strategies, and employs platform and sub-adviser arrangements to support its operations.

Robert Wong is a financial advisor at Capital Wealth Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial. Wong is also a partner and managing member of related business entities, including Capital Wealth Holdings LLC. Capital Wealth Alliance serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and participant account management. The firm employs firm-developed model portfolios and may use sub-advisers, managing portfolios with a range of investment strategies and tools.

Brandon Klippel is a financial advisor with Vista Cima Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing, and Cima Capital Wealth Management. Outside of financial advising, he is involved in coaching professionals and co-authoring books through his work with Mindset Leadership Group LLC and Mindset Positioning. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals and pension/profit-sharing plans, managing approximately $142 million in client assets. The firm combines multiple investment methodologies to serve about 266 clients and operates with three advisors.

Les Nesmith is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, holding a Series 65 designation and bringing 23 years of industry experience. He has been associated with CPA Advisory Services since 2002 and has provided accounting and CPA services through his own practice since 1983, allocating approximately 10% of his time to these activities. CPA Advisory Services, P.C. serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting. The firm integrates discretionary asset management with written plans and employs a multi-faceted investment process including the use of margin borrowing and derivatives, supported by CPA principals who also provide tax and accounting services.

William Hill is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Aim Capital in Scottsdale, AZ. He has been with Aim Capital since 2012 and is also associated with LPL Financial since 2010. Outside of his advisory work, Hill is a business owner in the agriculture sector, managing land that produces hay for livestock. Aim Capital provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across 236 client relationships. The firm offers tailored portfolio management with discretionary and non-discretionary options, using a variety of securities and strategies, and sponsors a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Joseph Mcinerney is a CFP®-designated financial advisor with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, bringing 32 years of industry experience. He has worked at Wisdom Wealth since 2014 and previously held positions at Proequities, Inc. for nearly two decades. Outside of advising, Mcinerney is an enrolled agent providing tax preparation and planning services through his separate business and serves as treasurer for a local charitable organization. Wisdom Wealth serves individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with integrated financial planning, tailoring strategies to client objectives and risk tolerance.

Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group 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. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.

Dillan Micus is a financial advisor at 345 Investment Advisory, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he is a board member of The Thunderbirds and owns a personal development company, Fresh 2.0 LLC. 345 Investment Advisory is an SEC-registered firm that manages discretionary portfolios primarily for trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm emphasizes plan-linked and institutional-style accounts, utilizing a combination of proprietary and third-party model portfolios with a diverse set of investment strategies.

Gary Luna is a CFP® with over 21 years of experience in the financial services industry. He has been with Dynamic Wealth Advisors since 2014 and also owns and operates Luna Wealth Management and a fixed insurance and annuity business. In addition, he is a partial owner of a CPA firm providing tax advisory services during tax season. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused, model-based approach that includes fundamental and technical analysis, and it actively employs derivatives and shorting strategies within managed accounts.

Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Matthew Dodd is a financial advisor at Lucas Retirement Group LLC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including New York Life Insurance Company, Mutual of Omaha, and Merrill. Outside his advisory role, he maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group offers discretionary asset management and financial planning, serving individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and also acts as a referral liaison to third-party money managers.

Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Brian Smalley is a financial advisor with Universal Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Triton Wealth Management, Leigh Baldwin & Co., PLLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. Outside of advisory work, he owns BC Enterprises LLC, a finish carpentry business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers. The firm’s approach combines fundamental analysis with long- and short-term purchase strategies and executes custody and trading through a recommended qualified custodian.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at FSG Financial Services, Inc., Client One Securities LLC, OnPointe Advisory and Financial Services LLC, Financial Security Group of AZ, Inc., and Managed Assets. Approximately half of his time is spent as an insurance agent selling fixed and index annuities through Financial Security Group of AZ, Inc. FSG Financial Services, Inc. provides discretionary asset management and advisory services to individual investors, including both high-net-worth and non-high-net-worth clients. The firm manages about $52 million for roughly 163 clients and employs a client-specific investment approach utilizing fundamental, technical, charting, and cyclical analysis.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.