Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 15 years of industry experience. Prior to joining Clear Skies Financial, he worked at Merrill for four years and has maintained ownership roles in several companies, including a manufacturing firm where he serves as CFO. Outside of financial advising, he is the sole proprietor of an insurance business and is involved in non-investment-related ventures through DQ Holdings, L.L.C. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, written financial plans, and 401(k) consulting. The firm manages approximately $24 million across a small client base, employing both fundamental and technical analysis within its portfolio management, and offers performance-based fee arrangements for qualified clients.

Julie Kern is a CFP® professional with 19 years of experience in financial advisory. She is the owner and president of Bridge Financial Strategies, where she has worked since 2009, and previously worked at Dynamic Wealth Advisors from 2014 to 2018. In addition to her advisory work, Kern provides tax preparation and divorce financial planning services through related business activities. Bridge Financial Strategies serves individual and high-net-worth households, offering discretionary portfolio management combined with tiered financial planning services. The firm’s approach integrates investment management with tax preparation and divorce financial analysis, providing written plans and regular reviews tailored to client goals and risk tolerance.

Annmarie Alaniz is a financial advisor at Mette Associates, LLC with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual Investment Services and Financial Leadership Advisors. In addition to her advisory role, she is the managing partner of Global Sourcing Solutions Corporation, a supply chain management business. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, nonprofits, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios, typically recommending mutual funds, ETFs, investment-grade fixed income, and occasionally private alternative investments.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC in Gilbert, AZ, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at VB&T Wealth Management, HTLF/Arizona Bank & Trust, and First Western Trust. Ensign Advisory Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes documented client goals, fundamental analysis, modern portfolio theory, and regular portfolio monitoring, utilizing third-party platforms and model portfolios for implementation.

Mark Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Next Financial Group Inc and Marathon Advisors, Inc. Outside of advisory work, he serves as an expert witness on securities-related matters for various law firms. Sunstone Financial offers fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy centered on fundamental analysis, primarily managing customized portfolios through mutual funds, especially American Funds.

Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.

Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.

Stephen Paluga is a financial advisor with Watch Guard Capital LLC in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience and serves as a Major in the Arizona Air National Guard, where he has been commissioned since 2012. Paluga joined Watch Guard Capital in 2016 and also worked at Scottsdale Community College in 2018. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $80.7 million across 147 accounts and employs strategies including option income, hedging, and both long- and short-term trades, with a focus on discretionary management guided by client Investment Policy Statements.

Donald Spini is a financial advisor at Sun Valley Advisory with a Series 65 credential and three years of industry experience. He has worked at several firms, including Sun Valley Wealth Management and Encompass More Asset Management. In addition to his advisory role, he co-hosts a financial radio show called "Cover Your Assets with Logan and Don." Sun Valley Advisory provides investment and portfolio management services primarily to individual and high-net-worth clients, as well as trusts, estates, and business clients. The firm employs a largely non-discretionary advisory model, recommending ETFs and individual equities while monitoring third-party managers and offering access to annuity products and an online estate-planning platform.

Jennifer Lamb is a financial advisor at Cox Advisors, LLC in Chandler, AZ, holding a Series 65 designation with nine years of industry experience. She has worked at Cox Advisors since 2015. Cox Advisors serves individual and high-net-worth clients with discretionary investment management, financial planning, and qualified-plan consulting. The firm employs fundamental, technical, and cyclical analysis in its portfolio management and also advises on privately offered securities and pooled investment vehicles, combining ongoing due diligence and client education in its approach.

Jacob Chaparro is a financial advisor with Zenith Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity, and several advisory firms. Zenith Investment Management is a boutique wealth management firm serving individuals—including high-net-worth clients—and institutional investors. The firm offers comprehensive financial planning, discretionary portfolio management, and consultation services, employing customized, goals-based planning and a mix of fundamental and technical analysis alongside strategic asset allocation and alternative investments.

Joseph Weber is a financial advisor at Integrated Financial Solutions, PLLC in Mesa, AZ, with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Integrated Financial Solutions and Voya Financial Advisors during his career. Outside of advising, he is also an independent insurance agent specializing in the sale of individual and group fixed insurance products. Integrated Financial Solutions, PLLC serves individuals, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm focuses on retirement-plan fiduciary services and employs a documented investment process that includes fundamental, technical, and cyclical analysis.

Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.

Robert Sollis is a financial advisor at Taurum Retirement Partners, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His career includes prior roles at Gallacher Capital Management, LLC and Fidelity. Outside of investment advisory services, Sollis is a licensed insurance agent in Arizona, conducting sales of life, accident, and health insurance products. Taurum Retirement Partners is a boutique firm serving individual and high-net-worth clients through discretionary portfolio management and third-party asset manager selection. The firm employs Modern Portfolio Theory and fundamental analysis to build customized portfolios and uses leverage and derivatives strategies in separately managed accounts when suitable.

Sean Fleming is a financial advisor at Fleming Financial Services in Mesa, AZ, with eight years of industry experience. He holds a Series 65 designation and has been with Fleming Financial Services since 2013. Outside of advising, he hosts a weekly radio show called My Smart Retirement on Money Radio. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and comprehensive financial planning services tailored to each client’s objectives and risk tolerance.

James Oconnor II is a financial advisor with O'Connor Capital Advisory, LLC in Scottsdale, Arizona, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has served as owner and managing member of O'Connor Capital Advisory since 2010 and previously was involved with the Coronado Schools Foundation from 2013 to 2017. O'Connor Capital Advisory provides discretionary portfolio management and tailored financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized investment programs and maintains a small, supported advisory team focused on concentrated decision-making.