Steven Knous is a PFS™ credentialed financial advisor at Flagstone Financial Advisors, Inc. in Scottsdale, AZ, with 26 years of industry experience. He has been with Flagstone since 1999. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and offers customized portfolios using no-load mutual funds, ETFs, and equities, with a client-driven investment approach that includes regular account monitoring and formal reviews.

Megan Wells is a financial advisor at Confluent Asset Management LLC with six years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc., Camelback Wealth Consultants, and Harbour Investments, Inc. Confluent Asset Management LLC is a fee-based, discretionary investment adviser offering asset management, financial planning, 401(k) consulting, and ERISA 3(21) plan services. The firm employs a diverse investment approach combining multiple analysis methods and uses a mix of ETF models, options strategies, and margin, with discretionary trading authority and quarterly account reviews.

Kyle Erickson is a CFA® charterholder with a Series 63 license and over 11 years of industry experience, including a decade at Northern Trust before founding Elevate Investment Management, LLC. He is based in Scottsdale, AZ. Elevate Investment Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. The firm manages approximately $36.8 million, employing a combination of fundamental analysis and modern portfolio theory to create diversified portfolios that may include options strategies, mutual funds, ETFs, and private placements.

Zachary Brodt is a financial advisor at SL Capital in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at First Financial Equity Corporation. SL Capital provides discretionary portfolio management and wealth advisory services to individuals, trusts, estates, and businesses, using model-driven portfolio implementation and access to alternative investments through third-party platforms and a firm-managed private alternatives fund.

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.

Michael Mcalister is a financial advisor with Stone Island Financial Planning in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at South Georgia Capital, LLC since 2009. Outside of his advisory role, he is the managing member of Raintree Capital Management, LLC, a registered commodity pool operator, and serves as a director and board member of fintech firm Click Capital Markets. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and discretionary investment management. The firm manages client portfolios across multiple asset classes using a range of analytical methods and employs distinctive strategies such as performance-based compensation and derivatives use, while maintaining relationships with affiliated entities in commodity fund management and fintech.

Kenneth Council is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he owns a CPA firm through which he spends a portion of his time preparing tax returns. CPA Advisory Services, P.C. provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm combines discretionary asset management with written financial plans and employs a range of investment approaches, including the use of margin borrowing and derivatives, while maintaining a close affiliation with accounting practices.

Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of his advisory work, Peter is a managing member of Pacific Energy Holdings and a partner at Evolve Cross Border Partners, where he is involved in business development and client coordination. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and corporate clients, with a focus on cross-border planning and consultant services for other advisory firms. The firm uses a disciplined investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative methods.

Brian Voelker is a CFP® and holds a Series 65 license with one year of industry experience. He has worked at The Table Financial Planning LLC since 2025 and previously held roles at the State of Michigan Bureau of Investing, Sequoia Financial Group, and Eide Bailly Financial Services. Voelker served in the United States Air Force from 2015 to 2020. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management based on Modern Portfolio Theory, using client-specific Investment Policy Statements to build diversified portfolios focused on tax efficiency and long-term allocation.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.

Phillip Wiltfong is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently an advisor at Buttonwood Capital Management and LPL Financial LLC, both positions he has held since 2023. Prior to this, he worked at STOA and FactSet. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides both discretionary and non-discretionary services.

Mark Johnson is a CFP® with 42 years of industry experience, currently serving as an advisor at Fountain Financial Group, Inc. since 2003. He also holds leadership roles in Fountain Professional Group, Inc. and Yellowstone Trust Administration, Inc., where he provides estate planning consulting, insurance services, and tax and accounting support for charitable trust clients. Fountain Financial Group manages approximately $38.1 million in assets and serves individuals, charitable organizations, and financial professionals. The firm employs a combination of fundamental and charting analysis in its discretionary investment strategies and is noted for offering educational instruction and model allocation guidance to other advisors.

Adam Oliver is a financial advisor at Stone Island Financial Planning in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Byline Bank, Northern Trust, and four years each at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and investment management services. The firm manages approximately $137 million for about 150 clients, employing a range of strategies including discretionary portfolio management with equities, fixed income, mutual funds, ETFs, and derivatives.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 credential and previously worked at Microsoft and McKesson. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management using Modern Portfolio Theory and offers ongoing planning and investment management with a focus on tax efficiency and long-term allocation.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and Premier Southwest Planning Group. He serves as a board member for Child's Wish Ministry, a nonprofit organization. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning to individuals, business entities, and retirement plans. The firm manages approximately $52 million in assets using fundamental, technical, and cyclical analysis, with an actively managed Tactical Sector Rotation strategy and offers both ongoing portfolio management and modular planning engagements.