Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.

Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.

Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and Premier Southwest Planning Group. He serves as a board member for Child's Wish Ministry, a nonprofit organization. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning to individuals, business entities, and retirement plans. The firm manages approximately $52 million in assets using fundamental, technical, and cyclical analysis, with an actively managed Tactical Sector Rotation strategy and offers both ongoing portfolio management and modular planning engagements.

Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.

Thomas Pietrack is a CFP® certified financial advisor with 22 years of industry experience. He has been with Coherent Financial Advisers, LLC since 2016. In addition to his advisory role, he is a licensed insurance agent who occasionally offers commissionable insurance products. Coherent Financial Advisers serves individuals, high-net-worth clients, small business owners, and other advisers, providing portfolio management, financial planning, and subadviser services. The firm employs a range of analytic techniques and strategies, including options trading, tailored to client goals and risk tolerance.

Anthony Parra is a Series 66-licensed advisor at Westmark Wealth Management in Phoenix, AZ, with 14 years of industry experience. He has been with Westmark Wealth Management and Next Financial Group Inc since 2013. Outside of advisory services, he is a licensed insurance producer affiliated with an Arizona-licensed insurance agency. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, emphasizing fundamental analysis and long-term investment orientation.

James Alexander Hurry is a financial advisor at Scottsdale Capital Advisors Corp with Series 65 and Series 63 designations and three years of industry experience. He has worked at Scottsdale Capital Advisors and Alpine Securities since 2023. Outside of his advisory role, he manages Mr. Hurry's Enterprises LLC, where he performs administrative executor management functions. Scottsdale Capital Advisors Corp primarily operates as a full-service broker-dealer providing brokerage and investment services to retail and institutional clients. The firm offers portfolio management using model portfolios or tailored recommendations, employing technical analysis tools, and may recommend third-party sub-advisers in some cases.

Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.

James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with Series 65 and Series 63 credentials. She has been with Intrinsic Value Partners since 2018 and previously worked at Ron Blue Trust Company. Intrinsic Value Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth households. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.

Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.

Daniel Flack is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. Outside of his advisory work, he operates a small eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management and financial planning services primarily to individuals and high-net-worth households. The firm employs a bottom-up, intrinsic-value approach focused on concentrated U.S. equity portfolios designed for long-term capital appreciation.

Adrian Schultz is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and eight years of industry experience. His background includes roles at Wells Fargo, JPMorgan Chase Bank, J.P. Morgan Securities, CIM Group, and Vanguard. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach involves personalized asset allocation, fundamental analysis, and strategic diversification across various asset classes, incorporating both third-party managers and digital platforms.

Scott Koesterer is a financial advisor at Capital Asset Advisors LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Capital Asset Advisors since 2007, including previous roles at Cambridge Investment Research Advisers. Outside of his advisory work, he serves as secretary/treasurer for Northwest Valley Professionals, a local networking group. Capital Asset Advisors LLC provides discretionary portfolio management and financial planning services to individuals and business entities. The firm employs a multifaceted investment approach, combining fundamental, quantitative, technical, and modern portfolio theory analyses, and serves approximately 74 client relationships with about $42.3 million in discretionary assets.

Enpo Tu is a CFP® professional with 10 years of industry experience and currently serves as the sole advisor at My Financial Coach Planning, LLC. His prior experience includes roles at Learnvest Inc. and Axa Advisors, LLC. Outside of advising, Enpo volunteers on the finance committee at his parish, Saint Daniel the Prophet, and writes financial white papers posted on his personal platforms. My Financial Coach Planning, LLC provides financial coaching and planning primarily through its online platform to employees and individuals via employer arrangements and memberships. The firm focuses on financial wellness education and planning rather than discretionary asset management, operating with a membership and employer-fee business model.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.

Alexander Kienle is a CFP® professional with 22 years of experience in financial advisory services. He is a managing member of Casa de Kienle, LLC and AMK Financial, LLC, and has been with Westmark Wealth Management since 2013. Kienle serves as an executive board member and is the 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, advising on approximately $160 million in client assets. The firm primarily provides fee-based advisory services by recommending third-party money managers and offers non-discretionary consulting for alternative investments and qualified retirement plans, focusing on fundamental analysis and long-term investment objectives.

Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides advisory services to individuals, business owners, and pension/profit-sharing plans, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach with tactical use of options strategies and offers implementation support for held-away retirement accounts.