Brian Rellihan is a CFP® professional with 22 years of industry experience, currently serving at Wise Wealth Partners, LLC since 2020. He previously worked at TIAA-CREF for seven years and holds adjunct professor duties teaching finance at Grand Canyon University. Outside of advisory work, he owns and operates Wise Tax Partners, focusing on income tax preparation. Wise Wealth Partners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations through a wrap-fee advisory program that integrates portfolio management with financial planning. The firm employs a fiduciary, research-driven approach with multiple analysis methods and asset-allocation strategies, sponsoring its own wrap-fee program and offering broad investment options continuously monitored and rebalanced.

Garry Kachkovsky is a CFP® with 25 years of experience and is a principal at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. His background includes a long tenure at Kachkovsky & Fisher and involvement with K & F Real Estate, LLC. Kachkovsky & Fisher provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, corporations, and pension plans. The firm emphasizes strategic asset allocation, diversified portfolios using low-cost mutual funds and ETFs, and tax-aware implementation, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

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.

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.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Scott Sollars is a CFP® professional with 25 years of experience in financial advising. He is currently with Benefit Financial Services Group and previously worked at Schwab Wealth Advisory, Inc. among other firms. Sollars holds the Series 66 designation and is based in Phoenix, AZ. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets, employing diversified, model-based investment strategies that include mutual funds, ETFs, private investments, and ESG approaches.

Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jessie Tranchina Satterfield is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kingdom Financial Group LLC, Strategy Financial Group, LPL Financial LLC, and U.S. Bancorp Investments, Inc. Outside of advising, she owns and operates Children of God Clothing, a clothing store focused on designing and selling apparel. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, offering written financial plans, model portfolios, newsletters, and educational seminars. The firm manages client accounts on a discretionary basis, utilizing third-party managers and model strategies accessed through AE Wealth Management.

Brent Miller is a CFA® charterholder with eight years of industry experience. He currently works at Benefit Financial Services Group and has previously been with Focus Partners Wealth, LLC and Gradient Analytics. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Brandon Yee is a financial advisor with Versant Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Versant Capital Management since 2015. Versant Capital Management serves high-net-worth individuals, families, institutional clients, and charitable organizations, providing portfolio management, wealth planning, and family office services. The firm emphasizes client-specific investment policies and employs diversified portfolios including equities, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers tailored to client objectives and liquidity needs.

Paul Phillips Jr. is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His prior roles include positions at TD Ameritrade Inc., FINRA, and several other financial firms. He serves as a FINRA arbitrator and is involved in leasing intellectual property to nonprofit organizations. Synergy Asset Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, offering a range of customized portfolio strategies.