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.

Phillip Wiltfong is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Buttonwood Capital Management and LPL Financial. Prior to his current roles, he worked at FactSet and Paycom. Buttonwood Capital Management serves individual and high-net-worth clients, including entrepreneurs, executives, and multi-generational families, providing customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $380 million across about 340 client relationships with tailored portfolios that include equities, bonds, mutual funds, ETFs, options, and other investments.

Adam Oliver is a Series 65–licensed financial advisor at Stone Island Financial Planning in Scottsdale, AZ, with three years of industry experience. His career includes roles at South Georgia Capital, Byline Bank, Northern Trust, and prior work in education at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, providing financial planning, discretionary investment management, and limited-scope project engagements. The firm employs cyclical, fundamental, and technical analysis in portfolio management and offers strategies including derivatives and hedging, managing roughly $134 million in assets with a two-advisor team.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Microsoft and McKesson. The Table Financial Planning serves individual clients and small-business plan sponsors, providing comprehensive financial planning, retirement plan consulting, and integrated investment advice. The firm emphasizes a passive, asset-class-based investment approach and incorporates educational seminars and participant workshops as part of its retirement plan services.

Jeffrey Snell is a financial advisor at JR Snell Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2001. Prior to that, he was affiliated with JR Snell & Co. starting in 1997. JR Snell Capital Management, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis to select securities and ETFs, and offers financial coaching along with online planning tools.

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.

Jeffrey Jones is a financial advisor at Foothills Advisors, LLC in Cave Creek, AZ, holding a Series 66 designation with 17 years of industry experience. He has worked at Heritage Wealth Management and Wells Fargo prior to joining Foothills Advisors in 2018. Jones is also an insurance agent affiliated with Foothills Insurance Group, LLC. Foothills Advisors provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling, and it offers public educational seminars alongside strategies such as covered-call option writing and private placements.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC 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 variety 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.

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.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Schisler is also active as an insurance agent, dedicating significant time to insurance sales and services. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets through a four-advisor team, using an investment approach centered on asset allocation with model portfolios that include ETFs and fractional shares.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and The Master Planning Group, Inc. He serves on the board of Child’s Wish Ministry, a nonprofit organization. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis, along with tactical sector rotation strategies, and may engage third-party sub-advisors for asset management.

Matthew Saber is a CFP® with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior roles include positions at JP Morgan Chase Bank, N.A. and The Huntington Investment Company. Outside of advisory work, he is an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm follows a long-term, fundamental analysis approach and offers specialized options strategies and ERISA-covered plan management services.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Scottsdale Capital Advisors and Alpine Securities. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer serving retail and institutional clients, offering a range of brokerage and investment services. The firm provides portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily 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 strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.