Ryan Loynd is a financial advisor at BrightGuide Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and ChangePath, LLC. In addition to his advisory role, Loynd is the CEO of an insurance sales business affiliated with BrightGuide Financial. BrightGuide Financial provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to tailor investment strategies. The firm also offers insurance products through licensed advisors and refers clients to third-party advisers when appropriate.

Montel Hawkins is a financial advisor at Modern Wealth LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Terra Wealth Management and Thompson Financial Group. Hawkins is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Modern Wealth LLC provides advisory services to individuals, high-performing W-2 employees, entrepreneurs, and small businesses through discretionary portfolio management, tiered financial planning, and pension consulting. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term trading approach, offering clients access to ETFs, mutual funds, and alternative investments while integrating technology-enabled monitoring and coordinated affiliate services.

Michael Bosen is a financial advisor at GBG Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallacher Capital Management LLC and Gallacher, Bosen & Goodman PLLC. Outside of his advisory role, he is involved in tax preparation, accounting, and consulting through Gallacher, Bosen & Goodman PLLC. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm employs a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Andreas Hoefer is a financial advisor at West Coast Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at West Coast Capital Management since 2021 and TrueNorth Retirement Planning since 2020. Outside of his advisory role, he is a licensed life and health insurance producer and owns TrueNorth Retirement Planning, LLC, which handles commission payments from insurance product sales. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with four years of industry experience. He holds a Series 65 credential and has prior work experience at Brigham Young University and Mesquite High School. Outside of his advisory role, he has worked as a computer technician supporting a university humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on low-cost mutual funds and ETFs, and offers educational seminars to clients at no charge.

Cean Kenefick Rogers is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at WLTH Capital Management, LLC since 2025 and previously held roles at Ironwood Wealth Management, LLC, Ironwood Financial, LLC, and Marathon Advisors, Inc. Outside of advising, he serves as the treasurer for the Wellington Estates Homeowner Association in Chandler, AZ. WLTH Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis and a long-term orientation to construct portfolios primarily with mutual funds and exchange-traded funds, tailoring allocations to client objectives and risk tolerance.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.

Gabriel Sirvent is a financial advisor at Lifestyle Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for four years at Keystone Law Firm. Lifestyle Planning provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm offers non-discretionary portfolio management, comprehensive financial plans, and a Retirement Management Office™ program, managing approximately $43 million in non-discretionary assets.

Kristopher Johnson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kai Wealth LLC and has previous experience at Raintree Capital Management, South Georgia Capital, and Timothy Financial Counsel. Johnson also serves as a portfolio manager for a private fund at Raintree Capital Management, dedicating part of his time to that role. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors. The firm employs a risk-managed portfolio approach using thematic equity strategies, alternative investments, and options-based overlays, offering both discretionary and non-discretionary services.

Abbey Brennan is a financial advisor at Acute Investment Advisory in Mesa, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Acute Investment Advisory since 2015. Brennan holds an inactive real estate license in Arizona. Acute Investment Advisory manages approximately $200 million across over 660 client relationships, providing discretionary and non-discretionary portfolio management primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach supplemented by a range of securities and uses sub-advisers and third-party model portfolios for support.

David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.

Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.

Annick Rodarte is a financial advisor with Wealth Guardian Advisory, PLLC, holding a Series 65 designation and eight years of industry experience. She has been with Wealth Guardian Advisory since 2017 and is also involved with Wealth Guardian Group, where she provides insurance sales and service, tax and accounting, and legal document preparation. Wealth Guardian Advisory, PLLC offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios based on documented Investment Policy Statements and employs fundamental, technical, and cyclical analysis, providing a range of planning services without account minimums.

Gilbert Gallahar Jr. is a CFP® professional with 12 years of industry experience, currently serving at Ensign Advisory Partners LLC. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and The Vanguard Group. Gallahar is involved in non-variable insurance activities associated with Prudential. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory within a long-term trading approach, offering portfolio management and access to third-party platforms and model portfolios.

Sandeep Shah is a Series 65-licensed advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He also serves as a Principal at NorthStar International Ventures, a technology consulting and advisory firm focused on software companies and the retail service industry. Shah devotes significant time to this non-investment-related business. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets, providing continuous investment management alongside various financial planning services. The firm combines passive and active strategies based on Modern Portfolio Theory and employs tactical deviations, derivatives, and options within its strategic asset allocation.

Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked for six years at Ironwood Wealth Management, LLC, and three years at JPMorgan Chase & Co. He also has four years of experience affiliated with the University of Arizona. WLTH Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s approach emphasizes fundamental analysis and a generally long-term orientation with customized portfolio allocations using mutual funds and exchange-traded funds.

Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.

Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.

Mark Rauguth is a CFP® with 39 years of industry experience and is a managing member of Immaculate Wealth Management, LLC in Mesa, AZ. He has held roles at Gradient Securities, Overson & Rauguth & Assoc. LLC, and Precision Investments Inc., where he serves as owner and president. Immaculate Wealth Management primarily serves individual clients, including high-net-worth households, as well as corporate clients. The firm offers discretionary portfolio management along with hourly and fixed-fee financial planning, employing investment strategies based on fundamental, technical, and cyclical analysis.

Houston Friend is a financial advisor at Redeem Wealth Management with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Redeem Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs a range of strategies including separate managed accounts and third-party money managers, and typically executes investment decisions on a discretionary basis.