Geoffrey Johnson is a financial advisor at Wealth Management Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Questar Asset Management. In addition to his advisory role, he is an insurance agent specializing in fixed insurance sales and also maintains a notary public commission. Wealth Management Advisors, LLC provides fee-based financial planning and portfolio management primarily for individual clients, managing approximately $4.1 million across 73 accounts. The firm uses documented investment policy statements and combines fundamental and technical analysis while monitoring and rebalancing accounts quarterly, employing third-party managers and offering educational seminars.

Leonard Anderson is a financial advisor at LHA Capital Partners with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Laurel Wealth Advisors. Outside of his advisory role, Anderson provides business consulting services to a behavioral treatment center and is involved as an executive producer and investor in film finance projects. LHA Capital Partners offers discretionary portfolio management and financial consulting to individual and high-net-worth clients, utilizing firm-developed model portfolios and a blend of technical and fundamental analysis within a modern-portfolio framework.

Joseph Seep is a CFP® with 32 years of industry experience and the principal of Joseph Seep & Associates, LLC in Tempe, AZ. He has been operating his own firm since 2001 and has also worked at J.W. Cole Financial, Inc. since 2007. Outside of advisory services, he maintains a proprietary fixed life insurance business. Joseph Seep & Associates serves individuals, partnerships, trusts, estates, charities, and corporations by providing portfolio management, financial planning, and advisory services. The firm employs both fundamental and technical analysis, generally manages accounts on a non-discretionary basis, and offers fee-based asset management through various arrangements including traditional AUM programs and Direct Asset Under Management agreements.

Kevin Barton is a financial advisor at Elevate Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Elevate Financial since 2015. Elevate Financial provides comprehensive financial planning and wealth management services primarily for individual clients, as well as retirement plan sponsors. The firm emphasizes client-specific investment policies, diversification, and periodic rebalancing, offering both discrete planning projects and ongoing advisory relationships that include discretionary portfolio management.

Steven Tai is a financial advisor with SCT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has 13 years of industry experience, including four years at Lexington Avenue Capital Management prior to founding SCT Wealth Management in 2017. SCT Wealth Management provides discretionary portfolio management and financial advice primarily to individuals, trusts, and estates, occasionally serving small businesses and endowments. The firm emphasizes broadly diversified, globally allocated portfolios using institutional-quality mutual funds and ETFs, focusing on after-tax outcomes and rebalancing based on allocation ranges rather than fixed schedules.

Darnell Grossi is a financial advisor with True North Wealth Management, LLC in Mesa, AZ. He holds the Series 66 designation and has 13 years of industry experience, including seven years at Edward Jones prior to joining True North Wealth Management in 2019. True North Wealth Management is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers investment management through a wrap fee program, as well as project-based and hourly financial planning services, with an emphasis on passive portfolio construction using low-cost index funds and ETFs complemented by fundamental analysis.

Chris Hanrahan is a financial advisor with Chevelon Capital Management LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience, including two years with Arcadia Capital Partners before joining Chevelon Capital Management in 2018. Chevelon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs cyclical, fundamental, and technical analysis across both long- and short-term equity trading strategies and manages approximately $54.3 million in assets.

Gregory Stott is a financial advisor at Approach Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Asset Management and Stoker Ostler, a part of BMO Financial Group. Outside of his advisory work, he is involved in managing an outdoor boat and RV storage facility and participates in a business manufacturing outdoor family yard games. Approach Capital LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm manages client assets internally and delivers personalized investment oversight through individualized Investment Policy Statements.

Grady Cool is the principal of Cool Wealth Management in Tempe, AZ. He holds the CFP® and CFA® designations and has four years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Osaic. He is also the owner and an independent licensed insurance agent with an affiliated insurance entity. Cool Wealth Management provides discretionary portfolio management and ongoing investment advice primarily to individual and high-net-worth clients. The firm focuses on asset allocation and risk-based portfolio construction, using ETFs, index funds, and other investment vehicles within a long-term investment framework.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Jonathan Geib is a financial advisor at Clear Skies Financial in Gilbert, AZ, holding a Series 66 designation with 15 years of industry experience. Prior to joining Clear Skies Financial, he worked at Merrill for four years and has maintained ownership roles in several companies, including a manufacturing firm where he serves as CFO. Outside of financial advising, he is the sole proprietor of an insurance business and is involved in non-investment-related ventures through DQ Holdings, L.L.C. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, written financial plans, and 401(k) consulting. The firm manages approximately $24 million across a small client base, employing both fundamental and technical analysis within its portfolio management, and offers performance-based fee arrangements for qualified clients.

Julie Kern is a CFP® professional with 19 years of experience in financial advisory. She is the owner and president of Bridge Financial Strategies, where she has worked since 2009, and previously worked at Dynamic Wealth Advisors from 2014 to 2018. In addition to her advisory work, Kern provides tax preparation and divorce financial planning services through related business activities. Bridge Financial Strategies serves individual and high-net-worth households, offering discretionary portfolio management combined with tiered financial planning services. The firm’s approach integrates investment management with tax preparation and divorce financial analysis, providing written plans and regular reviews tailored to client goals and risk tolerance.

Annmarie Alaniz is a financial advisor at Mette Associates, LLC with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual Investment Services and Financial Leadership Advisors. In addition to her advisory role, she is the managing partner of Global Sourcing Solutions Corporation, a supply chain management business. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, nonprofits, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios, typically recommending mutual funds, ETFs, investment-grade fixed income, and occasionally private alternative investments.

Andres Roodveldt is a financial advisor at Ensign Advisory Partners LLC in Gilbert, AZ, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at VB&T Wealth Management, HTLF/Arizona Bank & Trust, and First Western Trust. Ensign Advisory Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and ERISA retirement plan sponsors. The firm emphasizes documented client goals, fundamental analysis, modern portfolio theory, and regular portfolio monitoring, utilizing third-party platforms and model portfolios for implementation.

Mark Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Next Financial Group Inc and Marathon Advisors, Inc. Outside of advisory work, he serves as an expert witness on securities-related matters for various law firms. Sunstone Financial offers fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy centered on fundamental analysis, primarily managing customized portfolios through mutual funds, especially American Funds.

Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.

Steven Gundersen is a financial advisor at Mette Associates, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Mette Associates since 2006 and Tallsalt Advisors LLC since 2012. Gundersen is also involved in developing renewable energy projects and providing business development services for Native American tribes through his roles in NPower Link LLC and Tosidoh LLC. Mette Associates offers independent investment advice and portfolio management to individuals, corporations, non-profits, endowments, private funds, and Native American tribal organizations. The firm emphasizes diversified, liquid, and transparent portfolios tailored to client goals and operates without discretionary trading authority or soft-dollar benefits.

Cynthia Fick is a financial advisor at Financial Life Planners with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Financial Life Planners since 2003. Outside of her advisory role, she is an author and trainer for The Sisterhood of Money, a financial education program. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans with ongoing investment management and financial planning. The firm uses a tactical, actively monitored approach combining fundamental and technical analysis, focusing on tax efficiency and asset location.

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.