Martin Guerrero is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He has worked at Meridian Passage since 2025 and previously held roles at TerraNova Capital Equities, Courtyard Advisors, Rhythm Beverage Group, Circle AMG, and SunChase Holdings. Outside of his advisory work, he serves as a director for Agave Pay, Inc., a payment processing company, advising on corporate strategy. Meridian Passage, LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on personalized financial plans and investment policy statements, using mainly passive, low-cost funds and managing accounts under client-granted discretionary authority.

Patrick Moore is a financial advisor with CBK Financial Advisors LLC in Mesa, AZ, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at firms including Northwestern Mutual Investment Management and Contego Capital Group, and spends a significant portion of his time managing estate and trustee operations through East Valley Fiduciary Services. He is also a licensed insurance agent. CBK Financial Advisors LLC offers portfolio management, financial planning, and pension consulting services for individuals, high-net-worth clients, and employee benefit plans. The firm combines fundamental, technical, and modern portfolio theory analyses, employs both long and short-term trading strategies, and formally documents each client engagement with an Investment Policy Statement.

Fanar Nissan is an advisor at Akkadian Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JPMorgan Chase Bank, Valic Financial Advisors, Merrill, and Bank of America. Akkadian Wealth LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and small businesses with asset management, wealth planning, and consulting services. The firm employs an active, tailored investment approach using fundamental analysis, Modern Portfolio Theory, and technical analysis to align portfolios with client goals and risk tolerance.

Kyle Rakestraw is a financial advisor at Verab Financial Advisory LLC in Phoenix, AZ, with two years of industry experience and a Series 65 designation. Prior to founding Verab Financial Advisory, he worked at Honeywell International for five years and spent three years in retirement. Verab Financial Advisory is an independent firm that provides financial literacy, budgeting, retirement planning, and decision support to individual clients at various career stages. The firm focuses on one-on-one coaching, education, and guidance, emphasizing client education and structured decision support without managing client portfolios or charging assets-under-management fees.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Ian Tinker is a CFP® professional with 19 years of industry experience, currently operating as the sole advisor at Busine Wealth in Scottsdale, AZ. His previous experience includes roles at Seaside Financial & Insurance Services, VITA INTELLECTUS, LLC, and Ameriprise. He holds an active insurance license and occasionally engages in insurance sales. Busine LLC offers comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides both discretionary and non-discretionary portfolio management, pension consulting with ERISA fiduciary responsibilities, and employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio construction.

Robert Keats is a CFP® with over 31 years of experience in financial planning. He is the principal advisor at Keats, Connelly & Associates, Inc, an independent firm based in Phoenix, AZ. His career includes long-term roles at Keats Connelly & Associates Inc. and National Advisors Trust Company Ltd. Keats, Connelly & Associates specializes in fee-for-service financial planning and consulting for high-net-worth individuals with U.S.–Canada cross-border financial needs. The firm delivers comprehensive written plans addressing taxation, estate, immigration, and related issues, while referring clients to independent advisors for investment management.

Ariane Jariwala is a CFP® and Series 63-registered advisor with over 14 years of experience, including a long tenure at The Vanguard Group, Inc. She is the founder of Jariwala Financial Wellness, LLC, where she provides fee-only financial planning and consulting. Jariwala Financial Wellness serves individuals and families by offering budgeting, debt management, retirement and college-savings planning, investment education, and tax and insurance planning guidance. The firm focuses on investor education and DIY portfolio guidance, charging flat fees and subscription options rather than asset-based fees or commissions.

David Harris is the principal of Harris Investment Advisors LLC in Scottsdale, AZ, with 24 years of experience in the financial industry. He holds Series 65 and Series 63 licenses and has previously been affiliated with firms including Alternative Investment Advisors, LLC and Cambridge Investment Research. Harris also operates a separate insurance agency. Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, focusing on comprehensive financial planning and investment management. The firm uses a planning-driven, individualized approach that emphasizes long-term, diversified asset allocation strategies tailored to client objectives and risk tolerance.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Corbin Hixson is a financial advisor with Alpha Squared Capital, LLC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. Prior to founding his current firm in 2019, he worked at Roncancio Wealth Management, Inc., Hornor Townsend & Kent Inc, Cambridge Financial, and Penn Mutual Life Insurance Co. Outside of financial advising, he is also a licensed REALTOR affiliated with Realty ONE Group, where he has been involved in real estate sales since 2014. Alpha Squared Capital, LLC serves individuals and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with active and passive strategies, and uniquely incorporates real estate-related planning services alongside traditional investment management.

Kathleen Owens is a financial advisor at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ, with 12 years of industry experience. She holds the Series 66 designation and has worked at Aurora since 2018, following five years at Alta Pacific Wealth Management LLC. Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services to institutional and individual clients, including individuals age 50+, single women, married couples, high-net-worth individuals, small business owners, and employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs, employs forward-looking risk analytics, and offers individualized planning with behavioral finance elements and flexible billing arrangements.

Ryan Taylor is a financial advisor at Conspecta Capital, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Conspecta Capital since 2014. Conspecta Capital is an independent investment management firm serving individual clients with discretionary portfolio management services. The firm uses fundamental analysis supplemented by technical analysis to develop targeted, periodically rebalanced allocations, employing a range of strategies including long-term buy-and-hold, balanced approaches, and occasional short-term trading.

Shane Farina is a CFP® professional with 18 years of experience in the financial services industry, currently serving as the sole advisor at Box Hill Private Wealth. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Box Hill Private Wealth advises individuals, high-net-worth clients, charitable organizations, trusts, and small businesses, offering discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, quantitative, and qualitative analyses, with an emphasis on strategic asset allocation across active, passive, and ESG-oriented portfolios.

Jon Lindquist is the sole advisor at Linx Equities, LLC, an independent firm based in Scottsdale, AZ. He holds a Series 65 designation and has 25 years of industry experience, including 16 years with Linx Equities. Outside of his advisory work, he spends a small portion of his time giving private golf lessons. Linx Equities serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management along with limited consulting and hourly financial planning. The firm focuses on client-specific asset allocation with an emphasis on conservative money management and long-term buy-and-hold strategies, all managed personally by Mr. Lindquist.

Terry Salomon is the sole advisor at T.A. Salomon Asset Management PLLC in Phoenix, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has led his independent firm since 2013, focusing on discretionary portfolio management and financial planning. T.A. Salomon Asset Management serves individual and high-net-worth clients by preparing individualized Investment Policy Statements that outline client goals and risk tolerance. The firm employs a combined fundamental and cyclical analysis investment approach, utilizing both long-term and short-term trading strategies with discretionary trading authority.

Jeffrey Nabers is the principal and sole advisor at Nabers Wealth LLC in Scottsdale, AZ, with six years of industry experience. He holds a Series 65 credential and has been involved in various related businesses since 2003, including roles as CEO of multiple entities offering retirement plan consulting, life insurance production, and digital asset services. He is also the managing partner of Coin Capital LLC, a crypto hedge fund. Nabers Wealth LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, and businesses, managing approximately $21 million across 25 client relationships. The firm constructs tailored portfolios with a primarily long-term, fundamental analysis approach, incorporating public securities and alternative assets, including digital assets, while continuously monitoring accounts and conducting at least annual formal reviews.

Stephen John is a financial advisor at Tortoise Wealth Management in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He previously worked at Northsight Wealth Management, LLC and First Financial Equity Corporation. His firm offers fee-based investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.2 million for about 56 clients. Tortoise Wealth Management employs a tactical allocation strategy across a wide range of investment instruments and provides qualified retirement plan consulting with ERISA Section 3(21) fiduciary services and participant education.

Jon Basha is the sole advisor at JB Advisory LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. His prior work includes six years at SMS Financial and two years at Amazon. JB Advisory LLC is a boutique, state-registered investment adviser serving a small group of individual clients, including high-net-worth individuals. The firm provides investment advice without managing or taking custody of client assets and does not accept discretionary trading authority. Its advisory services are tailored to clients' financial goals using economic and technical analysis while avoiding high-frequency and high-risk strategies.

Shawn Tehrani is the sole advisor at Tehrani Wealth Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led his independent firm since 2010. Tehrani Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored advice using a range of investment methods including charting, fundamental, technical, and cyclical analysis, and manages client accounts primarily on a non-discretionary basis.