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Justin C

ChFC®, Series 63, Series 66

Scottsdale, AZ

Capital Wealth Alliance, LLC

Justin Cairns is a financial advisor at Capital Wealth Alliance, LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates and Kingswood Capital Partners. Outside of his advisory work, he is involved with Restore Financial, LLC, a debt repair referral affiliate. Capital Wealth Alliance manages approximately $220 million for individual and high-net-worth clients, as well as pension and profit-sharing plan participants. The firm offers discretionary portfolio management and consultative services, employing a variety of investment strategies and a third-party platform to manage held-away accounts.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dustin S

CFP®, AAMS®, CRPC®

Scottsdale, AZ

Suttle Crossland Wealth Advisors, LLC

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

Tax strategies for small businesses Business ownership considerations General tax planning General retirement planning Founder/Business Owner Baby Boomers (Born 1946-1964)
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Ryan P

CFP®, Series 66

Scottsdale, AZ

Optimist Retirement Group, LLC

Ryan Palmer is a CFP® with 27 years of industry experience, currently affiliated with Optimist Retirement Group, LLC in Bellevue, WA. He has worked at Cetera Advisors LLC since 2013 and has been involved with Williams Palmer since 2002. Outside of his advisory roles, he is a member and owner of Williams Palmer Real Estate, LLC, a real estate ownership business. Optimist Retirement Group provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create customized portfolios, employing strategies such as option writing and futures within managed accounts.

General retirement planning General estate planning guidance Cash flow / budgeting Active portfolio management Options & derivatives strategies
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Daniel B

CFP®, Series 66

Peoria, AZ

Penn Advisory Group Inc.

Daniel Brooks is a CFP® with 25 years of industry experience. He has been with Penn Advisory Group Inc. since 2025 and previously worked for The Vanguard Group, Inc. for 20 years. Brooks serves as Treasurer on the board of the Sunrise Mountain High School Girls Basketball Booster Club in Peoria, AZ. Penn Advisory Group provides portfolio management, financial planning, and consulting services to individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis, third-party research, and quantitative modeling to tailor asset allocation according to client objectives and risk tolerance.

General retirement planning Business succession planning
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Sean B

Series 63, Series 65

Phoenix, AZ

Process Design Capital Management LLC

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Brent C

Series 63, Series 65

Scottsdale, AZ

Capital Wealth Alliance, LLC

Brent Carman is a financial advisor at Capital Wealth Alliance, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kingswood Capital Partners and Raymond James Financial Services Advisors. Outside of advisory work, he is involved in a referral business for estate planning software and is a partner and agent at Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning services. The firm employs a range of investment strategies and uses a third-party platform to manage held-away participant accounts.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew M

CFA®

Scottsdale, AZ

Elevate Investment Management, LLC

Matthew Miller is a CFA® charterholder and the sole advisor at Elevate Investment Management, LLC in Scottsdale, AZ. He has over two decades of experience with Northern Trust before founding Elevate Investment Management in 2025. Elevate Investment Management serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm utilizes fundamental analysis and modern portfolio theory to build long-term portfolios and incorporates options strategies alongside traditional asset classes.

Options & derivatives strategies College savings (529s, UTMA, etc.) Life insurance needs analysis
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Grant H

Series 66

Surprise, AZ

Dynamic Wealth Advisors

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

Active portfolio management Income planning Options & derivatives strategies Retirement income strategy Retired
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William B

CFP®, Series 66

Scottsdale, AZ

Amplify Financial, LLC

William Bayuk is a CFP® with 11 years of industry experience. He currently works at Amplify Financial, LLC and has previously been employed by Charles Schwab and The Vanguard Group. His prior roles include positions at both major firms and independent advisory settings. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their clients, combining technology-driven trading, reporting, and back-office support with strategies that include quantitative and rules-based approaches. The firm supports individual and high-net-worth clients through a multi-affiliate platform that offers diverse investment models and tools.

Options & derivatives strategies Active portfolio management Factor investing / smart beta
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Zeljko Z

Series 66

Scottsdale, AZ

Vigilare Wealth Management LLC

Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.

Private / alternative investments Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Gary S

Series 63, Series 66

Scottsdale, AZ

Bridgelight Capital LLC

Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.

Options & derivatives strategies
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Micheal L

Series 63, Series 65

Anthem, AZ

Lucas Retirement Group LLC

Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.

General retirement planning
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Shaun B

Series 63, Series 65

Scottsdale, AZ

Bridgelight Capital LLC

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.

Options & derivatives strategies
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Abe A

CFP®, Series 63

Scottsdale, AZ

Titan Capital Management

Abe Askil Jr. is a CFP® with 29 years of industry experience, currently serving as a principal advisor at Titan Capital Management since 2021. He was previously with Titan Capital Management, LLC for 20 years. Abe holds a Series 63 license and is based in Scottsdale, AZ. Titan Capital Management provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm uses a Global Tactical Asset Allocation approach with proprietary quantitative models to manage assets across various strategies and serves approximately 129 clients with $84.2 million in regulatory assets under management.

General retirement planning Wealth management Income planning General estate planning guidance Founder/Business Owner
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Leonard W

Series 65, Series 63

Anthem, AZ

APEX Wealth Advisors LLC

Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC in Anthem, AZ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Alexander Capital, L.P., Great Point Capital, LLC, Emerson Equity LLC, Simplicity Wealth LLC, and Cantor Fitzgerald & Co. He is also a managing partner at Apex Wealth Advisors and is licensed as a fixed insurance agent. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets using a model portfolio approach with oversight of sub-advisers, offering ongoing investment management alongside written financial plans and targeted consulting.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Justin H

Series 65

Scottsdale, AZ

Sun Valley Advisory

Justin Henderson is a Series 65-licensed advisor at Sun Valley Advisory with one year of experience in the financial industry. He previously held a leadership role in sales and marketing at The Portables Choice Group, a wholesale distributor of wireless products. Outside of his advisory work, he holds positions in insurance-related businesses, including roles as a retirement counselor and managing director involved in insurance and annuity sales. Sun Valley Advisory provides investment and portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a largely non-discretionary advisory model, focusing on ETFs, individual equities, and third-party manager strategies through the AssetMark platform, with additional services including retirement planning and risk management reviews.

General retirement planning Annuities
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Christopher T

Series 65, Series 63

Phoenix, AZ

Tactical Tax Wealth Management

Christopher Toward is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 credentials. He has nine years of industry experience, including a nine-year tenure at The Vanguard Group, Inc., and prior roles as a self-employed advisor and contractor. Outside of financial advising, he is the owner and CEO of GoodPoints, LLC, a volunteer development business. 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 employs a mix of long-term strategies and tactical tools such as options and structured notes, integrating financial planning, ERISA plan services, and third-party management within its investment process.

Tax strategies for small businesses Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Joshua H

Series 65

Scottsdale, AZ

SL Capital

Joshua Harter is a financial advisor at SL Capital in Scottsdale, AZ, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC, First Financial Equity Corporation, and Mobivity Holdings Corp. SL Capital provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities through a four-advisor team. The firm manages approximately $206.3 million in discretionary assets, serving about 168 clients, and uses proprietary and third-party model portfolios with day-to-day trading overseen by a sub-adviser.

Private / alternative investments Options & derivatives strategies
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Kirk T

Series 63, Series 65

Scottsdale, AZ

Tushaus Wealth Management

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

Wealth management Private / alternative investments Annuities
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Jacob J

Series 65

Anthem, AZ

Lucas Retirement Group LLC

Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.

General retirement planning
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