Jarrod Rice is a financial advisor at Essential Investing with a Series 65 designation and two years of industry experience. He has worked at Essential Investing Wealth Management since 2024 and concurrently serves as a special projects manager at Mercy Care, a nonprofit where he oversees administration of federal and state grant funding. Essential Investing provides integrated financial planning and portfolio management to individuals, high-net-worth clients, not-for-profits, and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Jacob Chaparro is a financial advisor at Zenith Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a year at Advisory Services Network, LLC before joining Zenith Investment Management. Zenith Investment Management offers financial planning, discretionary portfolio management, and consultation services to individual and institutional clients, including high-net-worth households. The firm manages client accounts through goal-based plans combining fundamental and technical analysis with strategic and tactical asset allocation, and also manages a private pooled fund employing a quantitative, proprietary algorithmic strategy.

Jo Ann Regan is a financial advisor with FSG Financial Services, Inc. in Sun City, AZ, holding a Series 65 credential and eight years of industry experience. She has held leadership roles at affiliated firms including FSG Tax Advisors, Inc. and Financial Security Group of AZ, Inc., where she serves as president and insurance agent. Regan is also involved in tax preparation and resolution services through FSG Tax Advisors. FSG Financial Services provides discretionary investment management and portfolio oversight primarily for individual clients, tailoring strategies to client objectives, time horizons, and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and operates with delegated discretion, conducting periodic account reviews and offering educational seminars.

Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. 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 constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.

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.

Christine Carlton is a financial advisor at EPS Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Estate Planning Solutions since 2015 and Carlton Financial, Inc. since 2004. Outside of advising, she owns and operates Carlton Financial Inc., an independent insurance agency, and is involved as a business consultant specializing in tax incentives and corporate finance as well as an associate with a network marketing organization. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for about 299 clients. The firm provides wealth management, financial planning, and portfolio management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Trevor Scheid is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Luminescent Wealth Management, Inc. since 2025 and previously spent six years at Tarbox Family Office and five years at Versant Capital Management. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes fundamental analysis and tailored portfolios, integrating tax, estate, and philanthropic planning through a small advisory team that includes licensed CPAs and advanced planning professionals.

Daniel Vickers is a financial advisor at SabriEnt Systems, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. He has been with SabriEnt Systems since 2013. SabriEnt Systems provides consultancy and data licensing services based on proprietary quantitative models, serving institutional investors, hedge funds, and individual advisers through subscription platforms and research products. The firm focuses on fundamentals-driven, multi-factor quantitative models combined with qualitative input to develop unit investment trust portfolios and other investment solutions, operating without managing client assets or providing individualized advice.

Jeffrey Burg is a financial advisor at AlphaTrust Advisors with 23 years of industry experience. He has held prior roles at Cambridge Investment Research Advisors and AIG Capital Services. Outside of advisory work, he serves as president of the Aspiring Youth Academy, a nonprofit focused on youth development, and is involved with the Sun Angel Collective, which connects Arizona State University student athletes to NIL opportunities and community outreach. AlphaTrust Advisors provides investment advisory and wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm primarily uses model portfolios with exchange-traded funds, individual stocks, bonds, and diversified mutual funds, applying fundamental, technical, and quantitative analysis supplemented by AI tools and internal due diligence.

Alex Miller is a CFP® with one year of industry experience, currently affiliated with EPS Wealth Management. He previously worked at The Hebets Company and LifeBrokers. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for nearly 300 clients. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Brian Laurie is a financial advisor at Green Peaks Planning with 9 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, North Valley Insurance Company, and Toyota of Surprise. Laurie serves on the 403(b) committee for Benevilla, a nonprofit organization in Surprise, Arizona. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation with a combination of passive and active funds and offers various planning engagement options beyond traditional portfolio management.

Philip Nagel is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with Aim Capital since 2012 and is also associated with LPL Financial. The firm, Aim Capital, provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $309 million across about 236 client relationships. Aim Capital offers tailored portfolio management using a variety of securities and conducts regular client reviews, operating a wrap fee program through LPL Financial’s Strategic Wealth Management platform.

Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.

Erin Itkoe is a CFP® and PFS™ credentialed financial advisor with 21 years of industry experience. She currently works at Luminescent Wealth Management, Inc. in Phoenix, AZ, having previously been at Tarbox Family Office and Versant Capital Management. Erin serves as an executive committee member of the AICPA Personal Financial Planning Executive Committee, chairs the PFP Champions Task Force, and holds leadership roles in several nonprofit and community organizations in the Phoenix area. Luminescent Wealth Management provides fee-only financial planning and wealth management services primarily to high-net-worth individuals, families, and institutions. The firm emphasizes integration of tax, estate, and philanthropic planning with investment management, tailoring portfolios based on fundamental analysis and individual client objectives.

John Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Alpine Securities and an earlier period at Scottsdale Capital Advisors. Scottsdale Capital Advisors primarily operates as a full-service broker-dealer, providing brokerage and investment services to retail and institutional clients across various asset classes. The firm offers portfolio management through model portfolios or customized recommendations, employing technical analysis tools and occasionally recommending third-party sub-advisers.

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.

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.