Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Victor co-founded and serves as vice president of CSI Financial Group and is involved in Tactical Tax and Estate Planning, where he holds multiple insurance-related licenses. Tactical Tax Wealth Management is a small advisory firm serving individual and high-net-worth clients, trusts, estates, and selected retirement plans. The firm integrates discretionary portfolio management with financial planning and may use both long-term and shorter-term investment strategies, including options and structured notes, tailored to clients’ objectives and risk tolerance.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of experience in financial advising. He currently works at Foothills Advisors, LLC and has held prior roles at Creative Planning, Keystone Wealth Partners, and TMD & Associates, Inc. Outside of advisory services, he owns and operates Foothills Accounting & Tax, PLLC, providing tax preparation services in Cave Creek, AZ. Foothills Advisors offers discretionary asset management and financial planning to individual and high-net-worth clients, providing complimentary financial plans to portfolio management clients. The firm uses a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling and may utilize third-party sub-advisors, derivatives, and limited borrowing strategies in separately managed accounts.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65-registered financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 10 years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member for the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment and wealth management services primarily to high-net-worth individuals, families, trusts, and qualified retirement plans. The firm emphasizes tailored portfolios, long-term dividend-focused equity ownership, and multi-sector income strategies, operating on a fee-only, independent basis without proprietary products.

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Alterdomus, Jones Simkins, and Ernst & Young. Scott Marsh Financial, LLC provides portfolio management alongside tax advisory, individual tax return preparation, real estate advice, and property management, serving individuals, high-net-worth clients, companies, and trusts. The firm emphasizes asset allocation and uses a mix of no-load mutual funds, ETFs, and a concentrated stock strategy with discretionary rebalancing and tax-efficient solutions.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. 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 employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Kodi Thruston is a financial advisor at Amplify Financial, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. Outside of his advisory role, Thruston is the founder of a crypto blog called Komorebi and serves as a freshman and sophomore football coach at Chapparal High School. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients. The firm offers a technology-driven platform that supports trading, reporting, and back-office functions while allowing advisers to maintain direct client relationships and control investment objectives.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Tyler Karl is a CFA® charterholder with nine years of industry experience. He is currently with Heritage Family Offices, LLP, where he has worked since 2025. His prior roles include positions at Fifth Third Private Bank, Juncture Wealth Strategies, LLC, and Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides discretionary wealth management and family office services to individuals, high-net-worth clients, trusts, estates, pooled investment vehicles, and charities, managing approximately $423 million in discretionary assets. The firm offers tailored investment programs and a range of family office functions including estate and succession planning, tax return preparation, and coordination of clients’ professional advisors.

Alan Cox is a financial advisor at Hillspring Financial, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Northpointe Consulting, Northpointe Financial, and Taylor Capital Management. He is also licensed to sell life, annuity, health, dental, and vision insurance. Hillspring Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and serves clients using both wrap-fee and non-wrap platforms, integrating mutual funds, ETFs, and third-party managers in tailored client programs.

Megan Wells is a financial advisor at Confluent Asset Management LLC based in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm employs a variety of investment strategies and analytic methods, including fundamental and technical analysis, and offers tailored portfolio monitoring and investment policy documentation.

Mark Trumble is a financial advisor at Process Design Capital Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Process Design Capital Management since 2017, following a 16-year tenure with Emergent Financial Group Inc. Process Design Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm employs a combination of analytical methods alongside strategies including long-term equity and fixed-income investing, ETFs, and options trading, and offers specialized ERISA retirement plan services.

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.

Adriana Mange is a financial advisor at AlphaTrust Advisors with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cambridge Investment Research and Wells Fargo Bank. Mange is also involved as a CPA and tax preparer with Alpha Trust Tax Services and serves as an independent insurance agent with Alpha Trust Insurance Services. AlphaTrust Advisors provides discretionary investment management and wealth-planning services to individuals, trusts, estates, and businesses. The firm uses model portfolios with ETFs, stocks, bonds, and low-cost mutual funds, supplemented by third-party artificial intelligence tools for research and risk monitoring, and maintains formal affiliations with accounting, tax, and insurance practices.