Christopher Hoerchler is a financial advisor at Public Safety Financial/Galloway with 19 years of industry experience. He holds the Series 66 designation and has worked with Galloway Asset Management and Modern Wealth Management since 2014, including a one-year period at Cetera Advisors LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and high-net-worth individuals, providing discretionary portfolio management and participant-level advisory services. The firm focuses on public safety personnel and municipal plans, offering financial education and training tailored to these clients.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Casey Johnston is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked with Galloway Asset Management since 2015. Prior to his advisory career, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Cale Doda is a CFP® and Series 66-licensed advisor with four years of industry experience. He is currently with Public Safety Financial/Galloway and has prior experience at UBS Financial Services and The Vanguard Group. Outside of advisory work, he is the owner of Brassica Transportation Services LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, focusing on public safety personnel and municipal plans through financial education and tailored investment solutions.

Gina Wight is a financial advisor with Financial Life Planners, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Waddell & Reed. She is also an active insurance producer in Scottsdale, Arizona. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a customized portfolio approach combining fundamental and technical analysis, focusing on tax efficiency and utilizing low-cost mutual funds, ETFs, and individual securities.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with three years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and Maximum Senior Benefits. Outside of advising, he is involved in insurance sales. BrightGuide Financial primarily serves pooled and institutional accounts by providing discretionary portfolio management, financial planning, and referrals to third-party investment advisers. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach tailored to clients’ risk profiles and time horizons.

Karmi Gutman is a CFP® with six years of industry experience, currently serving as a financial advisor at Lifestyle Planning, LLC in Chandler, AZ. Prior to joining Lifestyle Planning, Gutman worked at Buttonwood Capital Management and has been affiliated with The Vanguard Group in various capacities since 2016. Lifestyle Planning, LLC provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm specializes in non-discretionary portfolio management and utilizes a combination of fundamental, technical, and cyclical analysis to inform investment decisions.

Brian Delfs is a financial advisor at Public Safety Financial/Galloway with 12 years of industry experience and holds a Series 65 designation. He has worked with Galloway Asset Management since 2014 and Modern Wealth Management since 2025. Outside of his financial advisory role, Delfs serves as Fire Chief and CEO for both the Avra Valley and Three Points Fire Districts, positions he has held since 2010 and 2021 respectively, managing budgets and operations for these rural fire districts. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on discretionary portfolio management with strategies tailored to client objectives and risk tolerance, and it notably specializes in financial education and advisory services for public safety personnel and municipal plans.

Nicholas Harris is a Series 65-licensed advisor with Clear Skies Financial in Gilbert, AZ. He has 19 years of experience with Northrop Grumman and has been with Clear Skies Financial and RejuvGen since 2026. Outside of his advisory work, he is a part-owner of Unique Ink Printing LLC, a printing company offering screen printing, embroidery, decals, and vinyl services. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a sponsored wrap fee program that incorporates both fundamental and technical analysis.

Leonard Templeton Jr. is a financial advisor at Templeton Financial Services Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Templeton Financial Services since 2003. Templeton Financial Services is a registered investment advisor providing discretionary, fee-only portfolio management primarily to individuals, institutions, trusts, and estates. The firm focuses on conservative, income-oriented portfolios centered on municipal securities, using tailored allocation strategies and ongoing account reviews.

Brian Wruk is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Transition Financial Advisors Group, Inc. since 2001. Transition Financial Advisors Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, and estates through discretionary investment management and standalone financial planning. The firm is notable for its cross-border services focused on U.S.–Canada transitions, outsourced tax-preparation offerings, and the documented use of derivatives in client accounts.

Darius Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 designations with two years of industry experience. His prior work includes roles at Next Financial Group, Inc., Charles Schwab, Calisi Financial, and Full Time Education. Sunstone Financial provides fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy focused on long-term holdings and customizes portfolios primarily using mutual funds, notably American Funds.

William Eberhard is a financial advisor at Ridgeline Private Wealth in Mesa, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Ridgeline, he held roles at Hubbard Family Swim Schools and The Bargain Bin. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm employs a blend of quantitative, fundamental, technical, cyclical, and economic analysis to inform both model-based and discretionary investment decisions.

Gregory Brown is a financial advisor at West Coast Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Coast Financial Services and West Coast Capital Management since 2006. Outside of advising, he has sold insurance products since 1987. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting services. The firm employs a combination of strategic, dynamic, and tactical investment approaches grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at several firms, such as Merrill, Centric Advisors, and Capital Markets IQ. Outside of advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm employs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and provides services in ERISA fiduciary capacities.

Michael Saban is a Series 65-licensed advisor with Fleming Financial Services, where he has worked since 2020. He has four years of industry experience and also serves as an Education Director at Online Trading Academy. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services tailored to each client's objectives and risk tolerance.

Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and General Southwest Insurance Agency. He is also involved in estate planning through Copper Canyon Law, assisting with trusts and wills. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers and conducting financial planning and asset-under-advisement reviews. The firm focuses on client onboarding, educational workshops, and non-discretionary recommendations while account management and trading are handled by third-party managers.

Heather McClain is a CFP® with 19 years of industry experience currently with Prospera Capital Management, LLC. She previously worked for 12 years with The Vanguard Group, including Vanguard Advisers and Vanguard Marketing Corporation. She serves as president of the Hacienda Royale HOA board in Phoenix, AZ. Prospera Capital Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm builds individualized portfolios across multiple asset classes and provides ongoing monitoring and business-oriented planning services.