Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.

Joshua James is a financial advisor with Essential Investing in Phoenix, AZ. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Essential Investing, he was involved in various roles with Hope Church PHX and Likewise Worship. Essential Investing provides investment advice and financial planning primarily to individual and high-net-worth clients, as well as foundations and charitable organizations. The firm employs a blended investment approach that combines passive indexing with tactical opportunities, focusing on diversified, tax-efficient, low-cost holdings alongside alternative investments.

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. He co-founded and serves as vice president of CSI Financial Group, an insurance marketing organization, and is also involved in life insurance and settlement brokerage through Tactical Tax and Estate Planning. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm combines discretionary portfolio management with financial planning, employing both long-term strategies and tactical trading tools tailored to client objectives and risk tolerance.

Jeffrey Sloan is a CFP® and ChFC® with 17 years of industry experience. He is a principal at Witnauer Sloan & Associates LLC, where he has worked since 1999. He is also a manager and member of Wealth Strategies, LLC, an Arizona-licensed insurance agency. Witnauer Sloan & Associates serves individuals, trusts, estates, and business entities, managing approximately $56.6 million across about 102 client relationships. The firm offers discretionary and non-discretionary asset management, written financial planning, and public seminars, employing both fundamental and technical analysis with a range of investment strategies.

Paul Ohanian is a financial advisor with Scottsdale Wealth Planning, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. He previously worked at CTAX Partners LLC from 2015 to 2019. Ohanian also works as an independent insurance agent on a limited basis. Scottsdale Wealth Planning provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach to build customized portfolios across various asset classes and utilizes the Amplify platform and sub-advisers to support its services.

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint 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 range 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.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of industry experience, currently affiliated with Foothills Advisors, LLC in Cave Creek, AZ. His background includes roles at Creative Planning, Keystone Wealth Partners, and various accounting and tax firms. He also owns Foothills Accounting & Tax, PLLC, a tax preparation business. Foothills Advisors serves individual and high-net-worth clients, as well as corporations and business entities, providing discretionary asset management and financial planning. The firm offers complimentary financial plans at the outset of portfolio management relationships and conducts public educational seminars, employing a mix of fundamental and technical analysis alongside Monte Carlo methods in its investment approach.

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charles Rossi is a CFP®, CFA®, ChFC®, and Series 65 credentialed advisor at Intelligent Capitalworks with nine years of industry experience. He has been with ICW Investment Advisors LLC since 2014. Rossi serves as a board member of the Help in Healing Home Foundation. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning for high-net-worth and ultra-high-net-worth individuals and families, offering tailored portfolios with a focus on dividend growth, capital conservation, and tax control. The firm combines in-house and third-party research to support a long-term investment approach.

Samuel Dennis is a financial advisor at Leges Wealth Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, his background includes positions outside the financial industry and attendance at Northern Arizona University. Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high-net-worth clients. The firm emphasizes ETF-centric portfolios and employs a range of investment strategies, including fundamental and technical analysis, while offering portfolio construction, ongoing supervision, and periodic financial planning tailored to client goals.

Aaron Lannon is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rovin Capital and Heartland Financial. Outside of his advisory role, he serves as an assistant to a seller's agent at Summit Real Estate Professionals in Casa Grande, AZ. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm uses a blended investment approach combining buy-and-hold and tactical active strategies, tailoring portfolios through in-depth client interviews and risk assessment tools.

Andrew Sosnowitz is a financial advisor at Buttonwood Capital Management with 26 years of industry experience. He holds a Series 66 designation and has worked at Buttonwood since 2015 and LPL Financial since 2009. Buttonwood Capital Management manages approximately $315 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build tailored portfolios and provides access to LPL Financial–sponsored models and outside strategists.

Joshua Miller is a financial advisor at Iliad Wealth Solutions in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. He has held roles at multiple firms, including Park Avenue Investment Advisory LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Mr. Miller is the Chief Executive Officer of JCM Private Holdings, a personal private holding company. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and small to mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold and tactical strategies, tailoring portfolios through detailed client interviews and tools like Riskalyze.

Martin Cole is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cole Wealth Management since 2005. In addition to his advisory role, Mr. Cole has a long-term association with Ids Life Insurance Company and Walt Disney World. He also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and actively managed asset allocation primarily through mutual funds, ETFs, individual equities, and fixed-income securities.

Scott Martindale is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. He has been with SabriEnt Systems since 2016. SabriEnt Systems offers subscription-based web applications and scorecards to individual investors and financial advisers, while providing consulting and data licensing services to institutional clients. The firm employs fundamentals-based, quantitative multi-factor models combined with qualitative review to support portfolio development and delivers market commentary and securities data through its platforms.

Brendan Ganji is a financial advisor at Red Night Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including New Order DAO, MG Private Capital/Banyan Digital, Bank of America, and Merrill. He is also an owner of Red Night Capital Holdings, LLC. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern-portfolio approaches, with a distinctive Advanced Derivatives Overlay offering that includes complex options and futures strategies.

Kodi Thruston is a Series 65 licensed advisor at Amplify Financial, LLC with six years of industry experience. He has held roles at Ashton Thomas Private Wealth, Ashton Thomas Securities, and C&H Financial Services. Outside of his advisory work, he coaches freshman and sophomore football at Chaparral High School and founded Komorebi, a crypto blog focused on personal research and development. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, offering trading, reporting, and back-office support while implementing various quantitative and systematic investment strategies.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.