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.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

Duc Pham is the principal of Sonoran Investment Advisors, LLC and holds a Series 65 credential with two years of experience in financial advising. He also operates a surgical practice, Duc M Pham MD, PC, where he performs surgeries and manages clinical operations. Sonoran Investment Advisors provides portfolio management and financial planning services primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on client goals and risk tolerance. The firm employs a diverse investment approach that includes both traditional and non-traditional strategies, offering discretionary and non-discretionary management options.

Jon Paul Holyoak is the principal advisor at Holyoak Wealth Management, LLC, an independent firm based in Paradise Valley, AZ. He holds Series 63 and Series 66 designations and has 23 years of industry experience. His previous roles include founding and operating Holyoak Wealth Management since 2013. Outside of advising, he serves as an officer for JP and J Marketing Services, Inc., a company providing marketing services unrelated to investments, and participates in local nonprofit organizations supporting education in Scottsdale, AZ. Holyoak Wealth Management is a single-advisor firm managing approximately $11.4 million on a discretionary basis for about 35 clients, including individuals, high-net-worth clients, trusts, and business entities. The firm offers customized, fee-based investment management across various securities and advises on insurance, retirement plans, and education savings, tailoring strategies based on client risk tolerance, objectives, and investment restrictions.

Jared Peck is the sole advisor at Sage Advice Financial LLC in Mesa, AZ. He holds Series 65 and Series 63 licenses and has recently transitioned into financial advising after a career primarily in transportation, including roles at Swift Transportation and Ascend Transportation. Outside of advising, he provides fractional CFO services to small and mid-sized companies, including part-time CFO work at Ascend Transportation. Sage Advice Financial LLC offers portfolio management services to individuals, high-net-worth clients, and business entities, with customized investment policy statements and discretionary implementation. The firm employs a mixed investment approach incorporating strategic allocation, diversified portfolios, and an optional active equity trading strategy with weekly model updates and sector rotation, alongside a separate fractional CFO service.

Abdul Hakeem Hamdan is the sole advisor at Groundwork Financial Partners and holds a Series 65 designation. He has professional experience in both financial advisory and dental practice management, including roles at Dental Financial Partners PLLC and Phoenix Biological Dentistry. Prior to his current work, he spent six years at Black & Veatch. Groundwork Financial Partners provides investment management and advisory services to individuals, employer-sponsored retirement plans, and other entities, offering a range of financial planning, tax support, and retirement consulting services. The firm combines fundamental, technical, and cyclical analysis in its portfolio construction and maintains a close relationship with related accounting and tax practices.

Wilbert Guilford Jr. is a CFP® professional with nine years of industry experience and operates Wilbert Guilford, CFP, PLLC in Phoenix, AZ. He has worked in tax and business consulting since 1991 as a CPA and has provided personal financial counseling through Zeiders Enterprises since 2015. Guilford also maintains an affiliated accounting practice where he prepares income tax returns and offers tax-related advice. His firm offers commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, focusing on retirement, college savings, estate planning, insurance review, and business development. Operating under a fiduciary standard, the firm develops investment policy statements and asset-allocation models primarily using no-load mutual funds and passive index vehicles, without exercising portfolio management discretion or custody of client assets.

Alex Hilbert is the sole advisor at Life Story Wealth Planning in Scottsdale, AZ, with 13 years of experience in the financial industry. He holds Series 65 and Series 63 licenses and has previously worked at THE Vanguard Group, Inc., JNR Networks LLC, and Hilbert Financial Group LLC. Hilbert maintains an outside business to which he devotes part-time hours. Life Story Wealth Planning provides discretionary wealth management to high-net-worth individuals and corporations and publishes an investment newsletter with optional paid premium tiers. The firm employs a proprietary three-layer investment process involving fundamental, technical, and macro analysis, utilizing options, futures, short positions, and concentrated asset-class selection within an active management approach.

Dean Domask is the principal advisor at Domask Wealth Management, LLC in Phoenix, AZ, holding the CFP® and Series 63 designations with 15 years of industry experience. He has led Domask Wealth Management since its founding in 2010. Domask Wealth Management provides ongoing wealth management and financial planning primarily for individual households, as well as pension and profit-sharing plan clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting services, including plan reviews and participant education seminars, with a focus on tailored investment strategies and a formal pension consulting offering that includes an ERISA fiduciary role for plan sponsors.

Kenneth Holman is a financial advisor at Overland Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Overland Advisors Corporation since 2025. Holman is also Chairman of the Board for The Overland Group Inc., a commercial development and construction company he has been involved with for nearly 40 years and is currently helping his sons manage. Overland Advisors is an independent, fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a diverse client base, including retirement plans, trusts, charitable organizations, corporations, and individual investors. The firm emphasizes customized investment policy statements and ongoing portfolio monitoring, with a notable practice of referring clients to real estate services due to the principal’s involvement in a vertically integrated real estate group.

Joseph Mangone is a CFP® with 18 years of industry experience and has led J. Mangone Capital Management LLC since 2011. Based in Paradise Valley, AZ, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. J. Mangone Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including a significant portion of high-net-worth households. The firm’s portfolios emphasize privately negotiated equity positions and municipal/state bonds, serving a relatively small client base with a high assets-per-client ratio.

Dave Hutchison is a CFP® with 45 years of industry experience and is the sole advisor at Hutchison Investment Advisors in Phoenix, AZ. He has been with Hutchison Investment Advisors Inc. since 1988 and previously at Cetera and Cetera Advisors LLC. Hutchison Investment Advisors serves a small client base with personalized financial planning and non-discretionary investment recommendations, focusing on individual clients, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios and operates as a small, self-supervised practice without discretionary management or custody of client assets.

Adam Zingg is a CFA® charterholder and the principal advisor at The Balance of Trade in Scottsdale, AZ, with seven years of industry experience. He has held teaching roles at multiple institutions, including Grand Canyon University and Maricopa County Community Colleges, since 2014. Outside of his advisory work, he co-owns an online educational content business targeting homeschoolers, worldschoolers, and gap-year students. The Balance of Trade provides advisory and educational services primarily to individual investors, with occasional clients such as trusts, family offices, and pension plans. The firm focuses on a top-down strategic allocation framework complemented by tactical adjustments and emphasizes education and consulting over discretionary management.

James Barrons Jr. is a financial advisor with First Financial Strategies, Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with First Financial Strategies, Inc. since 1988. Outside of financial advising, Barrons serves as chairman and CEO of RMG Outdoor, Inc., a company that fabricates outdoor billboards, and holds leadership roles in several other outdoor advertising and landscaping businesses. First Financial Strategies, Inc. provides investment advisory and financial guidance services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolio allocations based on client-specific factors and operates under a professional alliance with Morgan Stanley, which handles custody and investment discretion while FFSI maintains a consultative role.

Anthony Morley is the sole advisor at Delphi Value Investments, LLC, an independent registered investment adviser based in Tempe, AZ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to his current role, he worked at Cove Communities and Bossert Capital LLC. Outside of advising, Morley owns and operates RJ's Outdoor, a business specializing in custom ear plugs for shotgun shooters, and provides hunting guiding services. Delphi Value Investments manages discretionary portfolios primarily for individuals and businesses, focusing on a value-oriented approach with long-term investment horizons. The firm maintains concentrated portfolios and employs a variety of securities, including derivatives and foreign investments, when appropriate.

James Kragenbring is the sole advisor at Aquifer Capital, LLC, based in Phoenix, AZ, holding the CFA® designation and a Series 65 license with eight years of industry experience. He has served as Senior Vice President for Institutional Administration and Assistant Professor of Business and Christian Studies at Midwestern Baptist Theological Seminary since 2017 and is a trustee on the Board of Bethlehem College and Seminary. Aquifer Capital previously provided discretionary investment management to pooled vehicles and separate accounts, serving funds, endowments, non-profit organizations, trusts, and high-net-worth individuals. The firm’s investment approach focused on absolute-return objectives through quantitative and qualitative analysis, though it is not currently managing client assets.

John Klevens is a CFP® with 34 years of industry experience, currently serving at Sequel Capital Management, LLC since 2026. His prior roles include positions at Mariner Wealth, PFG Advisors, Securities America, Arbor Point Advisors, and Kms Financial Services. Sequel Capital Management provides discretionary investment management, wealth-management services, and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a long-term, customized approach combining fundamental and technical analysis across a range of securities and operates a wrap fee program uncommon among firms without active SEC-registered advisors.