Charles Truhlar is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of advisory roles, he is the Chief Distribution Officer at Brokers Alliance, Inc., where he oversees the distribution of insurance products to independent agents. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a blend of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning solutions.

Thomas Randt is a financial advisor at Sparta Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Mutual of America Life Insurance Co., Bank of America, and Merrill. Randt joined Sparta Wealth Partners in 2024 and is based in Mesa, AZ. Sparta Wealth Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, employing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Charles Booth is a financial advisor with Clarity Wealth Management, L.L.C. He holds the Series 65 and Series 66 designations and has 27 years of industry experience. His career includes roles at LPL Financial and ownership of Charles Booth CPA PFS. He also assists clients with income tax preparation and planning through Clarity Tax and Financial Planning. Clarity Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm utilizes a broad range of investment strategies and emphasizes discretionary management with regular reviews and daily monitoring.

Joshua Scott is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding a Series 66 designation. He has been with Clarity Wealth Management and associated with LPL Financial since 2025, with no prior industry experience before that. He has also been a full-time student since 2011. Clarity Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm manages accounts primarily on a discretionary basis and employs a broad range of investment strategies while using model portfolios and aggregated trading practices to serve a high client load per advisor.

Brendan Heafy is an advisor at Key Group Management, Inc. with Series 65 and Series 63 designations. He joined the firm in 2026 and has prior experience at Corellium and Myers Holum. Outside of financial advising, he has held roles at several companies including New Jersey Moving and Storage and Villanova University. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a mix of investment strategies and coordinates tax planning through an affiliated tax practice.

Timothy Picciott is a CFP® with 17 years of industry experience, currently serving at Innovative Advisory Group since 2018. His prior experience includes roles at Wealthcare Advisory Partners and LPL Financial. Outside of advising, he holds several personal intellectual property and digital asset holding companies. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach and offers both discretionary asset management and specialized financial planning through its eight-advisor team.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of his advisory work, he manages operations and finance part-time for TeddyMD LLC, a company that sells children's sleep aids online. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, emphasizing fundamental security analysis and a generally long-term investment approach with discretionary portfolio management tailored to client objectives.

Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Joshua Hogan is a financial advisor at DMK Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at firms including Hogan French Financial Services, Inc. and Creighton University. Outside of his advisory role, he operates as an insurance agent through his sole proprietorship. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using mutual funds and ETFs with investment models that combine technical and fundamental analysis.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2021, following six years at KT Health, LLC. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers consulting services including 3(21) and 3(38) pension plan support.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Tribeca Financial, he worked at Microsoft for 15 years. Outside of advising, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm follows a passive-oriented investment approach focused on globally diversified asset-class exposure and periodic rebalancing, and it offers portfolio management and financial planning services.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

James Schmidt is a financial advisor with Tribeca Financial, LLC in Mesa, AZ, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including 18 years at Schmidt Westergard & Company, PLLC prior to joining Tribeca Financial. Outside of advising, he is involved as a member manager in a commercial office leasing business and leads a company providing lead generation services. Tribeca Financial, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable entities, and corporations. The firm emphasizes passive, globally diversified portfolios focused on long-term growth with structured market-rate strategies and uses a tri-party back-office relationship for account administration and trading support.

Louis Messina is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation and 14 years of industry experience, including roles at Brokers Alliance Inc. He has been with Acrylic Financial since 2026. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Scott Johnson is a CFP® professional with 20 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2011 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis in managing client portfolios and conducts periodic account reviews at least annually.